VRTS vs SBSI
Comparison between Virtus Investment Partners Inc (VRTS, Company) and Southside Bancshares Inc (SBSI, Company).
Both VRTS and SBSI are from the Financial Services sector.
5-Year PerformanceSBSI has outperformed VRTS, delivering a return of +3.2% compared to -6.2%
VRTS vs SBSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VRTS vs SBSI - Historical Returns
Returns include dividend reinvestment.
VRTS vs SBSI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VRTS | SBSI |
|---|---|---|
| 2026 | +2.04% | +15.37% |
| 2025 | -21.60% | +2.86% |
| 2024 | -3.05% | +4.84% |
| 2023 | +29.08% | -8.86% |
| 2022 | -31.93% | -11.89% |
| 2021 | +41.77% | +39.28% |
| 2020 | +80.31% | -12.73% |
| 2019 | +53.56% | +19.96% |
| 2018 | -29.70% | -3.36% |
| 2017 | -3.88% | -5.23% |
| 2016 | +3.04% | +75.55% |
| 2015 | -28.28% | -8.93% |
| 2014 | -14.35% | +22.40% |
| 2013 | +59.17% | +45.33% |
| 2012 | +56.05% | +9.84% |
| 2011 | +62.80% | +16.18% |
| 2010 | +172.66% | +21.06% |
| 2009 | +51.43% | -3.72% |
| 2008 | N/A | +34.11% |
| 2007 | N/A | -7.81% |
| 2006 | N/A | +34.38% |
| 2005 | N/A | -4.02% |
| 2004 | N/A | +32.30% |
| 2003 | N/A | +32.76% |
| 2002 | N/A | +28.02% |
| 2001 | N/A | +67.04% |
| 2000 | N/A | +6.99% |
| 1999 | N/A | -7.02% |
VRTS vs SBSI Drawdown Comparison
The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.
The maximum drawdown for SBSI was -46.14%, occurring on Mar 9, 2009. Recovery took 169 trading sessions.
The current VRTS drawdown is -42.01%. The current SBSI drawdown is -6.05%.
| Rank | VRTS | SBSI |
|---|---|---|
| #1 | -74.37% May 17, 2013 - Jan 6, 2021 | -46.14% Sep 26, 2008 - Jun 1, 2009 |
| #2 | -66.02% Jan 6, 2009 - May 8, 2009 | -39.21% Jan 14, 2022 - Jul 6, 2023 |
| #3 | -55.49% Nov 12, 2021 - Mar 16, 2026 | -37.97% Apr 8, 2008 - Sep 18, 2008 |
| #4 | -36.20% Jul 26, 2011 - Jan 10, 2012 | -37.31% Aug 29, 2014 - May 25, 2016 |
| #5 | -27.36% May 13, 2010 - Jul 30, 2010 | -35.22% Dec 18, 2019 - Mar 3, 2021 |
| #6 | -20.71% Apr 2, 2012 - Aug 21, 2012 | -28.01% Dec 1, 2004 - Jul 3, 2006 |
| #7 | -20.54% Jun 4, 2009 - Jan 4, 2010 | -27.36% Aug 10, 2009 - Feb 24, 2011 |
| #8 | -16.10% Jan 2, 2009 - Jan 6, 2009 | -25.62% Nov 8, 1999 - Feb 2, 2001 |
| #9 | -16.00% Apr 4, 2011 - Jul 1, 2011 | -23.42% Nov 16, 2006 - Mar 25, 2008 |
| #10 | -15.99% Jun 3, 2021 - Aug 5, 2021 | -19.09% Sep 11, 2018 - Dec 5, 2019 |
| #11 | -15.15% Mar 3, 2011 - Mar 24, 2011 | -19.00% Jun 1, 2021 - Nov 5, 2021 |
| #12 | -13.36% Jan 14, 2021 - Feb 4, 2021 | -18.78% Jun 2, 2009 - Aug 10, 2009 |
| #13 | -11.91% Dec 9, 2010 - Feb 2, 2011 | -17.81% Apr 28, 2011 - Nov 30, 2011 |
| #14 | -11.01% Mar 1, 2021 - Apr 28, 2021 | -17.69% Apr 23, 2014 - Aug 21, 2014 |
| #15 | -10.29% Aug 4, 2010 - Sep 1, 2010 | -16.77% Jun 4, 2002 - Jan 10, 2003 |
Correlation
Correlation between VRTS and SBSI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
VRTS vs SBSI dividend yield comparison.
| Year | VRTS | SBSI |
|---|---|---|
| 2026 | 2.99% | 2.10% |
| 2025 | 5.61% | 4.74% |
| 2024 | 3.60% | 4.53% |
| 2023 | 2.83% | 4.53% |
| 2022 | 3.21% | 3.89% |
| 2021 | 1.33% | 3.28% |
| 2020 | 1.30% | 4.19% |
| 2019 | 1.91% | 3.39% |
| 2018 | 2.39% | 3.72% |
| 2017 | 1.56% | 3.20% |
| 2016 | 1.52% | 2.62% |
| 2015 | 1.53% | 4.12% |
| 2014 | 0.53% | 8.57% |
| 2013 | 0.00% | 6.97% |
| 2012 | 0.00% | 8.58% |
| 2011 | 0.00% | 9.00% |
| 2010 | 0.00% | 8.20% |
| 2009 | 0.00% | 9.26% |
| 2008 | 0.00% | 7.88% |
| 2007 | 0.00% | 7.81% |
| 2006 | 0.00% | 5.27% |
| 2005 | 0.00% | 2.28% |
| 2004 | 0.00% | 1.79% |
| 2003 | 0.00% | 1.90% |
| 2002 | 0.00% | 2.18% |
| 2001 | 0.00% | 6.70% |
| 2000 | 0.00% | 12.39% |
| 1999 | 0.00% | 0.54% |
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