VRTS vs WVE

Comparison between Virtus Investment Partners Inc (VRTS, Company) and Wave Life Sciences Ltd (WVE, Company).

VRTS is from the Financial Services sector, while WVE is from the Healthcare sector.

5-Year PerformanceWVE has outperformed VRTS, delivering a return of -0.2% compared to -5.7%

VRTS vs WVE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRTS(COMPANY)	WVE(COMPANY)
Market Cap	$1.10B	$1.10B
Max Drawdown	76.80%	97.77%
Sharpe Ratio	-0.49	0.36
5Y Beta	1.09	1.46
Industry	Asset Management	Biotechnology
P/E Ratio	9.69	-5.32
Forward P/E	7.66	N/A
PEG Ratio	0.56	-0.15
Dividend Yield	5.79%	N/A
5Y Dividends CAGR	30.18%	N/A
5Y EPS CAGR	-1.09%	-19.81%
Debt to Equity	47.88%	0.00%
Free Cash Flow Yield	-3.08%	-16.76%
P/S Ratio	1.31	15.38
P/B Ratio	1.19	2.17

Market Cap

VRTS

$1.10B

Winner

WVE

$1.10B

Max Drawdown

Winner

VRTS

76.80%

WVE

97.77%

Sharpe Ratio

VRTS

-0.49

Winner

WVE

0.36

5Y Beta

Winner

VRTS

1.09

WVE

1.46

Industry

VRTS

Asset Management

WVE

Biotechnology

P/E Ratio

VRTS

9.69

Winner

WVE

-5.32

Forward P/E

VRTS

7.66

WVE

N/A

PEG Ratio

VRTS

0.56

Winner

WVE

-0.15

Dividend Yield

VRTS

5.79%

WVE

N/A

5Y Dividends CAGR

VRTS

30.18%

WVE

N/A

5Y EPS CAGR

Winner

VRTS

-1.09%

WVE

-19.81%

Debt to Equity

VRTS

47.88%

Winner

WVE

0.00%

Free Cash Flow Yield

Winner

VRTS

-3.08%

WVE

-16.76%

P/S Ratio

Winner

VRTS

1.31

WVE

15.38

P/B Ratio

Winner

VRTS

1.19

WVE

2.17

VRTS vs WVE - Historical Returns

Returns include dividend reinvestment.

Period	VRTS	WVE
1 month	+14.88%	-4.30%
3 months	+16.22%	-20.93%
6 months	+0.87%	-57.09%
1 year	-19.33%	-32.48%
5 years(CAGR)	-5.70%	-0.21%
10 years(CAGR)	+10.22%	-12.14%
Max(CAGR)	+19.04%	-9.08%

Winner

VRTS

+14.88%

WVE

-4.30%

Winner

VRTS

+16.22%

WVE

-20.93%

Winner

VRTS

+0.87%

WVE

-57.09%

Winner

VRTS

-19.33%

WVE

-32.48%

5Y(CAGR)

VRTS

-5.70%

Winner

WVE

-0.21%

10Y(CAGR)

Winner

VRTS

+10.22%

WVE

-12.14%

Max(CAGR)

Winner

VRTS

+19.04%

WVE

-9.08%

VRTS vs WVE - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VRTS	WVE
2026	+3.47%	-63.76%
2025	-21.60%	+27.68%
2024	-3.05%	+131.65%
2023	+29.08%	-18.55%
2022	-31.93%	+115.38%
2021	+41.77%	-62.12%
2020	+80.31%	-1.38%
2019	+53.56%	-80.46%
2018	-29.70%	+20.80%
2017	-3.88%	+33.97%
2016	+3.04%	+73.52%
2015	-28.28%	-0.31%
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 WVE Drawdown Comparison

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

The maximum drawdown for WVE was -97.77%, occurring on May 13, 2022. This drawdown has not yet recovered.

The current VRTS drawdown is -41.20%. The current WVE drawdown is -89.53%.

Rank	VRTS	WVE
#1	-74.37% May 17, 2013 - Jan 6, 2021	-97.77% Sep 24, 2018 - May 13, 2022
#2	-66.02% Jan 6, 2009 - May 8, 2009	-61.44% Nov 25, 2016 - Jan 23, 2018
#3	-55.49% Nov 12, 2021 - Mar 16, 2026	-50.97% Dec 22, 2015 - Mar 16, 2016
#4	-36.20% Jul 26, 2011 - Jan 10, 2012	-38.12% Feb 16, 2018 - Sep 24, 2018
#5	-27.36% May 13, 2010 - Jul 30, 2010	-36.57% Mar 16, 2016 - Jun 20, 2016
#6	-20.71% Apr 2, 2012 - Aug 21, 2012	-32.07% Jul 18, 2016 - Sep 20, 2016
#7	-20.54% Jun 4, 2009 - Jan 4, 2010	-22.47% Dec 2, 2015 - Dec 21, 2015
#8	-16.10% Jan 2, 2009 - Jan 6, 2009	-16.75% Sep 23, 2016 - Nov 9, 2016
#9	-16.00% Apr 4, 2011 - Jul 1, 2011	-5.77% Jan 24, 2018 - Feb 9, 2018
#10	-15.99% Jun 3, 2021 - Aug 5, 2021	-3.81% Jun 23, 2016 - Jul 7, 2016
#11	-15.15% Mar 3, 2011 - Mar 24, 2011	-3.78% Jul 12, 2016 - Jul 18, 2016
#12	-13.36% Jan 14, 2021 - Feb 4, 2021	-3.47% Jul 8, 2016 - Jul 12, 2016
#13	-11.91% Dec 9, 2010 - Feb 2, 2011	-3.43% Nov 15, 2016 - Nov 18, 2016
#14	-11.01% Mar 1, 2021 - Apr 28, 2021	-2.34% Jun 20, 2016 - Jun 23, 2016
#15	-10.29% Aug 4, 2010 - Sep 1, 2010	-1.31% Nov 11, 2015 - Nov 25, 2015

Correlation

Correlation between VRTS and WVE is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

-101