VRTS vs FSBC

Comparison between Virtus Investment Partners Inc (VRTS, Company) and Five Star Bancorp (FSBC, Company).

Both VRTS and FSBC are from the Financial Services sector.

5-Year PerformanceFSBC has outperformed VRTS, delivering a return of +13.7% compared to -9.7%

VRTS vs FSBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRTS(COMPANY)	FSBC(COMPANY)
Market Cap	$942M	$942M
Max Drawdown	76.80%	42.95%
Sharpe Ratio	-0.33	1.87
5Y Beta	1.11	0.79
Industry	Asset Management	Banks - Regional
P/E Ratio	8.31	14.03
Forward P/E	7.66	N/A
PEG Ratio	0.56	0.36
Dividend Yield	6.63%	2.02%
5Y Dividends CAGR	30.18%	N/A
5Y EPS CAGR	-1.09%	N/A
Debt to Equity	47.88%	0.00%
Free Cash Flow Yield	-3.59%	7.94%
P/S Ratio	1.16	6.04
P/B Ratio	1.06	2.06

Market Cap

VRTS

$942M

Winner

FSBC

$942M

Max Drawdown

VRTS

76.80%

Winner

FSBC

42.95%

Sharpe Ratio

VRTS

-0.33

Winner

FSBC

1.87

5Y Beta

VRTS

1.11

Winner

FSBC

0.79

Industry

VRTS

Asset Management

FSBC

Banks - Regional

P/E Ratio

Winner

VRTS

8.31

FSBC

14.03

Forward P/E

VRTS

7.66

FSBC

N/A

PEG Ratio

VRTS

0.56

Winner

FSBC

0.36

Dividend Yield

Winner

VRTS

6.63%

FSBC

2.02%

5Y Dividends CAGR

VRTS

30.18%

FSBC

N/A

5Y EPS CAGR

VRTS

-1.09%

FSBC

N/A

Debt to Equity

VRTS

47.88%

Winner

FSBC

0.00%

Free Cash Flow Yield

VRTS

-3.59%

Winner

FSBC

7.94%

P/S Ratio

Winner

VRTS

1.16

FSBC

6.04

P/B Ratio

Winner

VRTS

1.06

FSBC

2.06

VRTS vs FSBC - Historical Returns

Returns include dividend reinvestment.

Period	VRTS	FSBC
1 month	+3.07%	+10.08%
3 months	+15.57%	+22.45%
6 months	-11.47%	+22.38%
1 year	-13.42%	+64.57%
5 years(CAGR)	-9.73%	+13.69%
10 years(CAGR)	+9.86%	N/A
Max(CAGR)	+18.38%	+20.45%

VRTS

+3.07%

Winner

FSBC

+10.08%

VRTS

+15.57%

Winner

FSBC

+22.45%

VRTS

-11.47%

Winner

FSBC

+22.38%

VRTS

-13.42%

Winner

FSBC

+64.57%

5Y(CAGR)

VRTS

-9.73%

Winner

FSBC

+13.69%

10Y(CAGR)

VRTS

+9.86%

FSBC

N/A

Max(CAGR)

VRTS

+18.38%

Winner

FSBC

+20.45%

VRTS vs FSBC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VRTS	FSBC
2026	-7.86%	+27.90%
2025	-21.60%	+24.04%
2024	-3.05%	+16.12%
2023	+29.08%	-0.46%
2022	-31.93%	-9.53%
2021	+41.77%	+51.85%
2020	+80.31%	N/A
2019	+53.56%	N/A
2018	-29.70%	N/A
2017	-3.88%	N/A
2016	+3.04%	N/A
2015	-28.28%	N/A
2014	-14.35%	N/A
2013	+59.17%	N/A
2012	+56.05%	N/A
2011	+62.80%	N/A
2010	+172.66%	N/A
2009	+51.43%	N/A

VRTS vs FSBC Drawdown Comparison

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The maximum drawdown for FSBC was -40.76%, occurring on May 11, 2023. Recovery took 662 trading sessions.

The current VRTS drawdown is -47.63%.

Rank	VRTS	FSBC
#1	-74.37% May 17, 2013 - Jan 6, 2021	-40.76% Dec 6, 2021 - Jul 26, 2024
#2	-66.02% Jan 6, 2009 - May 8, 2009	-24.53% Dec 11, 2024 - Aug 26, 2025
#3	-55.49% Nov 12, 2021 - Mar 16, 2026	-18.82% Jun 15, 2021 - Oct 29, 2021
#4	-36.20% Jul 26, 2011 - Jan 10, 2012	-13.07% Feb 6, 2026 - Apr 17, 2026
#5	-27.36% May 13, 2010 - Jul 30, 2010	-11.21% Oct 28, 2025 - Dec 11, 2025
#6	-20.71% Apr 2, 2012 - Aug 21, 2012	-10.51% Jul 26, 2024 - Aug 23, 2024
#7	-20.54% Jun 4, 2009 - Jan 4, 2010	-8.91% Sep 19, 2024 - Oct 16, 2024
#8	-16.10% Jan 2, 2009 - Jan 6, 2009	-8.11% May 20, 2021 - Jun 11, 2021
#9	-16.00% Apr 4, 2011 - Jul 1, 2011	-7.82% Sep 18, 2025 - Oct 21, 2025
#10	-15.99% Jun 3, 2021 - Aug 5, 2021	-7.02% Nov 29, 2021 - Dec 6, 2021
#11	-15.15% Mar 3, 2011 - Mar 24, 2011	-6.53% Dec 17, 2025 - Jan 21, 2026
#12	-13.36% Jan 14, 2021 - Feb 4, 2021	-5.70% Aug 23, 2024 - Sep 16, 2024
#13	-11.91% Dec 9, 2010 - Feb 2, 2011	-5.08% Oct 17, 2024 - Nov 6, 2024
#14	-11.01% Mar 1, 2021 - Apr 28, 2021	-4.31% Nov 19, 2021 - Nov 29, 2021
#15	-10.29% Aug 4, 2010 - Sep 1, 2010	-3.94% Jan 22, 2026 - Feb 2, 2026

Correlation

Correlation between VRTS and FSBC is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (2014 - 2026)

VRTS vs FSBC dividend yield comparison.

Year	VRTS	FSBC
2026	3.31%	1.68%
2025	5.61%	2.24%
2024	3.60%	2.66%
2023	2.83%	2.86%
2022	3.21%	2.20%
2021	1.33%	1.00%
2020	1.30%	0.00%
2019	1.91%	0.00%
2018	2.39%	0.00%
2017	1.56%	0.00%
2016	1.52%	0.00%
2015	1.53%	0.00%
2014	0.53%	0.00%