ROOT vs VRTS

Comparison between Root Inc - Class A (ROOT, Company) and Virtus Investment Partners Inc (VRTS, Company).

Both ROOT and VRTS are from the Financial Services sector.

5-Year PerformanceVRTS has outperformed ROOT, delivering a return of -6.2% compared to -16.0%

ROOT vs VRTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROOT(COMPANY)	VRTS(COMPANY)
Market Cap	$1.03B	$1.03B
Max Drawdown	99.29%	76.80%
Sharpe Ratio	-0.61	-0.45
5Y Beta	1.49	1.07
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	14.43	9.11
Forward P/E	1.70	7.66
PEG Ratio	N/A	0.56
Dividend Yield	N/A	6.01%
5Y Dividends CAGR	N/A	30.18%
5Y EPS CAGR	N/A	-1.09%
Debt to Equity	61.46%	47.88%
Free Cash Flow Yield	18.30%	-3.27%
P/S Ratio	0.65	1.24
P/B Ratio	3.00	1.10

Market Cap

Winner

ROOT

$1.03B

VRTS

$1.03B

Max Drawdown

ROOT

99.29%

Winner

VRTS

76.80%

Sharpe Ratio

ROOT

-0.61

Winner

VRTS

-0.45

5Y Beta

ROOT

1.49

Winner

VRTS

1.07

Industry

ROOT

Insurance - Property & Casualty

VRTS

Asset Management

P/E Ratio

ROOT

14.43

Winner

VRTS

9.11

Forward P/E

Winner

ROOT

1.70

VRTS

7.66

PEG Ratio

ROOT

N/A

VRTS

0.56

Dividend Yield

ROOT

N/A

VRTS

6.01%

5Y Dividends CAGR

ROOT

N/A

VRTS

30.18%

5Y EPS CAGR

ROOT

N/A

VRTS

-1.09%

Debt to Equity

ROOT

61.46%

Winner

VRTS

47.88%

Free Cash Flow Yield

Winner

ROOT

18.30%

VRTS

-3.27%

P/S Ratio

Winner

ROOT

0.65

VRTS

1.24

P/B Ratio

ROOT

3.00

Winner

VRTS

1.10

ROOT vs VRTS - Historical Returns

Returns include dividend reinvestment.

Period	ROOT	VRTS
1 month	+12.52%	+11.82%
3 months	+33.30%	+15.26%
6 months	-15.11%	-2.34%
1 year	-50.35%	-16.31%
5 years(CAGR)	-15.98%	-6.21%
10 years(CAGR)	N/A	+10.44%
Max(CAGR)	-30.34%	+18.97%

Winner

ROOT

+12.52%

VRTS

+11.82%

Winner

ROOT

+33.30%

VRTS

+15.26%

ROOT

-15.11%

Winner

VRTS

-2.34%

ROOT

-50.35%

Winner

VRTS

-16.31%

5Y(CAGR)

ROOT

-15.98%

Winner

VRTS

-6.21%

10Y(CAGR)

ROOT

N/A

VRTS

+10.44%

Max(CAGR)

ROOT

-30.34%

Winner

VRTS

+18.97%

ROOT vs VRTS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ROOT	VRTS
2026	-12.93%	+2.04%
2025	-1.63%	-21.60%
2024	+593.31%	-3.05%
2023	+143.16%	+29.08%
2022	-92.42%	-31.93%
2021	-80.69%	+41.77%
2020	-41.81%	+80.31%
2019	N/A	+53.56%
2018	N/A	-29.70%
2017	N/A	-3.88%
2016	N/A	+3.04%
2015	N/A	-28.28%
2014	N/A	-14.35%
2013	N/A	+59.17%
2012	N/A	+56.05%
2011	N/A	+62.80%
2010	N/A	+172.66%
2009	N/A	+51.43%

ROOT vs VRTS Drawdown Comparison

The maximum drawdown for ROOT was -99.29%, occurring on Mar 13, 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 ROOT drawdown is -87.30%. The current VRTS drawdown is -42.01%.

Rank	ROOT	VRTS
#1	-99.29% Oct 28, 2020 - Mar 13, 2023	-74.37% May 17, 2013 - Jan 6, 2021
#2	N/A	-66.02% Jan 6, 2009 - May 8, 2009
#3	N/A	-55.49% Nov 12, 2021 - Mar 16, 2026
#4	N/A	-36.20% Jul 26, 2011 - Jan 10, 2012
#5	N/A	-27.36% May 13, 2010 - Jul 30, 2010
#6	N/A	-20.71% Apr 2, 2012 - Aug 21, 2012
#7	N/A	-20.54% Jun 4, 2009 - Jan 4, 2010
#8	N/A	-16.10% Jan 2, 2009 - Jan 6, 2009
#9	N/A	-16.00% Apr 4, 2011 - Jul 1, 2011
#10	N/A	-15.99% Jun 3, 2021 - Aug 5, 2021
#11	N/A	-15.15% Mar 3, 2011 - Mar 24, 2011
#12	N/A	-13.36% Jan 14, 2021 - Feb 4, 2021
#13	N/A	-11.91% Dec 9, 2010 - Feb 2, 2011
#14	N/A	-11.01% Mar 1, 2021 - Apr 28, 2021
#15	N/A	-10.29% Aug 4, 2010 - Sep 1, 2010