TROW vs VRTS: Correlation
How closely do T. Rowe Price (TROW) and Virtus Investment Partners, Inc. (VRTS) trade together? Their weekly returns over three years give a correlation of 0.63, which is strong.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are TROW and VRTS?
On 3 years of weekly data the TROW/VRTS correlation comes out at 0.63, strong. The link has loosened recently: the 1-year correlation (0.52) runs below the 3-year figure (0.63). The 5-year figure is 0.70, and annualized covariance runs at 453.1 %².
Within TROW's tracked universe of 46 assets, VRTS comes in at #19 by 3-year correlation. Correlation aside, the last 12 months split them widely, with TROW ahead by 19.9 points (+8.1% versus -11.8%).
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
TROW vs VRTS: side by side
| TROW (T. Rowe Price) | VRTS (Virtus Investment Partners, Inc.) | |
|---|---|---|
| 1-year return | +8.1% | -11.8% |
| 5-year return | -37.0% | -34.1% |
| Volatility (ann.) | 23.5% | 30.7% |
| Beta vs S&P 500 | 1.10 | 1.03 |
| Max drawdown (3Y) | -34.0% | -46.6% |
| Market cap | $24.0B | $1.1B |
| P/E (trailing) | 11.3 | 9.5 |
| Dividend yield | 4.57% | 5.74% |
| Sector / category | Financials | US Listed |
Year-by-year returns
| Year | TROW | VRTS |
|---|---|---|
| 2022 | -42.2% | -33.5% |
| 2023 | +3.4% | +30.9% |
| 2024 | +9.7% | -5.6% |
| 2025 | -4.7% | -22.1% |
| 2026 | +12.7% | +7.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are TROW and VRTS good diversifiers for each other?
Only partially. A correlation of 0.63 means TROW and VRTS share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
FAQ
What is the correlation between TROW and VRTS?
As of 2026-08-27, the correlation of weekly returns between TROW and VRTS is 0.63 over 3 years, 0.52 over 1 year and 0.70 over 5 years.
Is VRTS a good diversifier for TROW?
Only partially. A correlation of 0.63 means TROW and VRTS share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
What does a correlation of 0.63 mean?
A reading of 0.63 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/trow-vs-vrts.json
Drop this badge in a README or notebook; it updates with the data:
[](https://www.pairbook.io/pair/trow-vs-vrts/)
Free with attribution; caching and terms are described in the API documentation.
Related comparisons
Hubs: TROW correlations · VRTS correlations
