BHRB vs VRTS
Comparison between Burke & Herbert Financial Services Corp (BHRB, Company) and Virtus Investment Partners Inc (VRTS, Company).
Both BHRB and VRTS are from the Financial Services sector.
5-Year PerformanceBHRB has outperformed VRTS, delivering a return of +10.4% compared to -6.2%
BHRB vs VRTS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BHRB vs VRTS - Historical Returns
Returns include dividend reinvestment.
BHRB vs VRTS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | BHRB | VRTS |
|---|---|---|
| 2026 | +15.87% | +2.04% |
| 2025 | +6.76% | -21.60% |
| 2024 | +3.03% | -3.05% |
| 2023 | -8.24% | +29.08% |
| 2022 | +33.46% | -31.93% |
| 2021 | +33.99% | +41.77% |
| 2020 | -20.19% | +80.31% |
| 2019 | -21.52% | +53.56% |
| 2018 | +15.11% | -29.70% |
| 2017 | +35.80% | -3.88% |
| 2016 | +2.84% | +3.04% |
| 2015 | +5.04% | -28.28% |
| 2014 | -4.81% | -14.35% |
| 2013 | +2.03% | +59.17% |
| 2012 | +1.13% | +56.05% |
| 2011 | +3.27% | +62.80% |
| 2010 | +30.49% | +172.66% |
| 2009 | +11.79% | +51.43% |
| 2008 | +36.38% | N/A |
| 2007 | -23.18% | N/A |
| 2006 | -14.79% | N/A |
| 2005 | -0.25% | N/A |
| 2004 | -1.77% | N/A |
| 2003 | +73.00% | N/A |
| 2002 | +59.18% | N/A |
| 2001 | +2.82% | N/A |
BHRB vs VRTS Drawdown Comparison
The maximum drawdown for BHRB was -47.88%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.
The current BHRB drawdown is -7.58%. The current VRTS drawdown is -42.01%.
| Rank | BHRB | VRTS |
|---|---|---|
| #1 | -47.88% May 23, 2023 - Oct 27, 2023 | -74.37% May 17, 2013 - Jan 6, 2021 |
| #2 | -46.28% Mar 17, 2004 - Mar 23, 2010 | -66.02% Jan 6, 2009 - May 8, 2009 |
| #3 | -44.76% Jan 23, 2019 - Nov 8, 2022 | -55.49% Nov 12, 2021 - Mar 16, 2026 |
| #4 | -17.91% Mar 23, 2010 - Dec 29, 2010 | -36.20% Jul 26, 2011 - Jan 10, 2012 |
| #5 | -16.37% Nov 16, 2022 - Apr 25, 2023 | -27.36% May 13, 2010 - Jul 30, 2010 |
| #6 | -14.21% May 4, 2015 - Jun 7, 2017 | -20.71% Apr 2, 2012 - Aug 21, 2012 |
| #7 | -11.88% May 20, 2013 - Apr 24, 2015 | -20.54% Jun 4, 2009 - Jan 4, 2010 |
| #8 | -10.35% Apr 26, 2023 - May 22, 2023 | -16.10% Jan 2, 2009 - Jan 6, 2009 |
| #9 | -9.62% Mar 23, 2011 - May 20, 2013 | -16.00% Apr 4, 2011 - Jul 1, 2011 |
| #10 | -7.14% Dec 19, 2017 - Feb 15, 2018 | -15.99% Jun 3, 2021 - Aug 5, 2021 |
| #11 | -6.52% Dec 29, 2010 - Mar 4, 2011 | -15.15% Mar 3, 2011 - Mar 24, 2011 |
| #12 | -5.40% Apr 24, 2015 - May 4, 2015 | -13.36% Jan 14, 2021 - Feb 4, 2021 |
| #13 | -4.87% Mar 19, 2002 - Apr 24, 2002 | -11.91% Dec 9, 2010 - Feb 2, 2011 |
| #14 | -4.63% Nov 8, 2022 - Nov 15, 2022 | -11.01% Mar 1, 2021 - Apr 28, 2021 |
| #15 | -4.43% Aug 1, 2002 - Dec 9, 2002 | -10.29% Aug 4, 2010 - Sep 1, 2010 |
Correlation
Correlation between BHRB and VRTS is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2004 - 2026)
BHRB vs VRTS dividend yield comparison.
| Year | BHRB | VRTS |
|---|---|---|
| 2026 | 1.56% | 2.99% |
| 2025 | 3.53% | 5.61% |
| 2024 | 3.43% | 3.60% |
| 2023 | 3.37% | 2.83% |
| 2022 | 3.00% | 3.21% |
| 2021 | 3.64% | 1.33% |
| 2020 | 4.69% | 1.30% |
| 2019 | 3.58% | 1.91% |
| 2018 | 2.72% | 2.39% |
| 2017 | 2.86% | 1.56% |
| 2016 | 3.68% | 1.52% |
| 2015 | 3.65% | 1.53% |
| 2014 | 3.70% | 0.53% |
| 2013 | 3.40% | 0.00% |
| 2012 | 3.46% | 0.00% |
| 2011 | 3.29% | 0.00% |
| 2010 | 2.35% | 0.00% |
| 2009 | 3.54% | 0.00% |
| 2008 | 2.96% | 0.00% |
| 2007 | 1.56% | 0.00% |
| 2004 | 0.80% | 0.00% |
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