ZTR vs EDD
Comparison between Virtus Total Return Fund Inc (ZTR, ETF) and Morgan Stanley Emerging Markets Domestic Debt Fund Inc (EDD, ETF).
5-Year PerformanceEDD has outperformed ZTR, delivering a return of +8.9% compared to +4.6%
ZTR vs EDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ZTR vs EDD - Historical Returns
Returns include dividend reinvestment.
ZTR vs EDD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ZTR | EDD |
|---|---|---|
| 2026 | +13.14% | +13.53% |
| 2025 | +17.83% | +33.64% |
| 2024 | +18.28% | +8.65% |
| 2023 | -4.66% | +15.09% |
| 2022 | -22.41% | -13.81% |
| 2021 | +20.48% | -6.90% |
| 2020 | -12.48% | -3.37% |
| 2019 | +42.64% | +23.80% |
| 2018 | -25.04% | -14.76% |
| 2017 | +31.80% | +16.65% |
| 2016 | +10.64% | +15.50% |
| 2015 | -4.51% | -27.07% |
| 2014 | +8.76% | -12.15% |
| 2013 | +20.59% | -15.46% |
| 2012 | +9.53% | +23.59% |
| 2011 | -4.61% | -6.52% |
| 2010 | +0.82% | +24.94% |
| 2009 | +27.39% | +36.69% |
| 2008 | -18.35% | -29.10% |
| 2007 | -15.13% | -3.89% |
| 2006 | +35.97% | N/A |
| 2005 | -1.42% | N/A |
| 2004 | +14.95% | N/A |
| 2003 | -0.83% | N/A |
| 2002 | -14.89% | N/A |
| 2001 | +16.24% | N/A |
| 2000 | +10.90% | N/A |
| 1999 | -11.73% | N/A |
ZTR vs EDD Drawdown Comparison
The maximum drawdown for ZTR was -57.21%, occurring on Mar 18, 2020. Recovery took 323 trading sessions.
The maximum drawdown for EDD was -59.42%, occurring on Nov 21, 2008. Recovery took 726 trading sessions.
The current ZTR drawdown is -0.58%. The current EDD drawdown is -2.00%.
| Rank | ZTR | EDD |
|---|---|---|
| #1 | -57.21% Feb 20, 2020 - Jun 2, 2021 | -59.42% May 17, 2007 - Apr 6, 2010 |
| #2 | -46.50% Apr 17, 2007 - Mar 25, 2013 | -56.67% May 8, 2013 - Jan 13, 2026 |
| #3 | -42.60% Apr 13, 2022 - Oct 2, 2025 | -20.40% Jul 22, 2011 - Mar 1, 2012 |
| #4 | -33.40% Jan 24, 2018 - Jul 8, 2019 | -17.67% Feb 13, 2026 - Jun 29, 2026 |
| #5 | -24.24% Feb 7, 2002 - Jul 21, 2006 | -14.90% May 1, 2012 - Jul 20, 2012 |
| #6 | -20.28% Aug 9, 2001 - Jan 11, 2002 | -12.21% Apr 26, 2010 - Jul 20, 2010 |
| #7 | -17.20% Feb 25, 2015 - Jul 21, 2016 | -12.13% Nov 4, 2010 - Apr 28, 2011 |
| #8 | -15.10% Nov 9, 1999 - Aug 14, 2000 | -7.65% Sep 14, 2012 - Dec 19, 2012 |
| #9 | -11.54% Jul 10, 2019 - Oct 31, 2019 | -6.34% Mar 1, 2012 - May 1, 2012 |
| #10 | -9.69% Jan 3, 2007 - Mar 26, 2007 | -4.99% Feb 14, 2013 - May 2, 2013 |
| #11 | -8.83% Sep 7, 2016 - Dec 27, 2016 | -3.40% Aug 24, 2010 - Sep 9, 2010 |
| #12 | -8.54% Jul 22, 2014 - Dec 4, 2014 | -3.12% Jul 1, 2011 - Jul 21, 2011 |
| #13 | -7.11% Nov 15, 2006 - Dec 11, 2006 | -3.10% Jun 6, 2011 - Jun 30, 2011 |
| #14 | -7.09% Sep 14, 2000 - Jan 9, 2001 | -2.63% May 2, 2011 - May 31, 2011 |
| #15 | -7.07% Mar 2, 2026 - Jul 20, 2026 | -2.63% Oct 14, 2010 - Nov 3, 2010 |
Correlation
Correlation between ZTR and EDD is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
ZTR vs EDD dividend yield comparison.
| Year | ZTR | EDD |
|---|---|---|
| 2026 | 5.29% | 6.47% |
| 2025 | 9.52% | 9.76% |
| 2024 | 10.24% | 11.45% |
| 2023 | 15.25% | 7.30% |
| 2022 | 15.88% | 6.82% |
| 2021 | 10.96% | 6.93% |
| 2020 | 13.72% | 6.92% |
| 2019 | 11.89% | 8.15% |
| 2018 | 15.18% | 9.90% |
| 2017 | 13.85% | 8.18% |
| 2016 | 10.58% | 10.32% |
| 2015 | 9.11% | 12.65% |
| 2014 | 7.32% | 9.47% |
| 2013 | 7.32% | 12.68% |
| 2012 | 9.03% | 6.53% |
| 2011 | 12.48% | 8.48% |
| 2010 | 11.12% | 7.43% |
| 2009 | 10.13% | 7.68% |
| 2008 | 12.37% | 19.07% |
| 2007 | 12.04% | 11.52% |
| 2006 | 7.93% | 0.00% |
| 2005 | 11.72% | 0.00% |
| 2004 | 6.42% | 0.00% |
| 2003 | 9.72% | 0.00% |
| 2002 | 11.29% | 0.00% |
| 2001 | 10.01% | 0.00% |
| 2000 | 11.26% | 0.00% |
| 1999 | 2.00% | 0.00% |
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