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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-21), Virtus Artificial Intelligence & Technology Opportunities Fund's 1-Year Sharpe Ratio is 0.46.
Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Virtus Artificial Intelligence & Technology Opportunities Fund 1-Year Sharpe Ratio Related Terms
AIO vs BTZ, BMEZ, RNP: 1-Year Sharpe Ratio Comparison
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Virtus Artificial Intelligence & Technology Opportunities Fund 1-Year Sharpe Ratio vs Asset Management Industry
Virtus Artificial Intelligence & Technology Opportunities Fund 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a 1-Year Sharpe Ratio of 0.46 as of Jul. 21, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's 1-Year Sharpe Ratio too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current 1-Year Sharpe Ratio is 0.46. Overall, Virtus Artificial Intelligence & Technology Opportunities Fund has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Artificial Intelligence & Technology Opportunities Fund's 1-Year Sharpe Ratio compare to BTZ and BMEZ?
Virtus Artificial Intelligence & Technology Opportunities Fund's 1-Year Sharpe Ratio of 0.46 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. Virtus Artificial Intelligence & Technology Opportunities Fund's current 1-Year Sharpe Ratio is 0.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Artificial Intelligence & Technology Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is currently considered Modestly Undervalued. The stock's GF Value™ is $31.97, compared to a current price of $25.51 — trading 20.2% below its estimated fair value. The current 1-Year Sharpe Ratio is 0.46. Virtus Artificial Intelligence & Technology Opportunities Fund's overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current 1-Year Sharpe Ratio is 0.46 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Overvalued in 2026?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund stock appears to be undervalued.
The current stock price of $25.51 is trading 20.2% below its estimated GF Value™ of $31.97.
GuruFocus considers Virtus Artificial Intelligence & Technology Opportunities Fund to be Modestly Undervalued.
Key valuation signals for AIO:
1-Year Sharpe Ratio: 0.46
GF Value™: $31.97 vs. price of $25.51 (20.2% below fair value)
No single metric tells the full story. See the AIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Virtus Artificial Intelligence & Technology Opportunities Fund Business Description
Virtus Artificial Intelligence & Technology Opportunities Fund is a diversified, limited-term, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains, and long-term capital appreciation.
55GF Score
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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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