The ROE as of December 2025 (TTM) for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is 20.89%

According to Virtus Artificial Intelligence & Technology Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 20.89%. This represents a change of 153.85% compared to the average of 8.23% of the last 4 quarters.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Historical ROE (quarterly & annually)

How has AIO ROE performed in the past?

The mean historical ROE of Virtus Artificial Intelligence & Technology Opportunities Fund over the last ten years is 10.08%. The current 20.89% ROE has changed 107.25% with respect to the historical average. Over the past ten years (40 quarters), AIO's ROE was at its highest in in the January 2025 quarter at 12.29%. The ROE was at its lowest in in the July 2022 quarter at -14.27%.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) ROE by Quarter and Year

Discovering the peaks and valleys of Virtus Artificial Intelligence & Technology Opportunities Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Average ROE

How has AIO ROE performed in the past?

The current ROE of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) ROE vs. Peers

How is AIO’s ROE compared to its peers?

Virtus Artificial Intelligence & Technology Opportunities Fund’s ROE is less than PIMCO High Income Fund (12.96%), less than John Hancock Tax-Advantaged Dividend Income Fund (18.52%), less than PIMCO Corporate & Income Strategy Fund (10.13%), greater than Invesco Energy Fund (0%), greater than BNY Mellon Smallcap Stock Index Fund (0%), less than PIMCO Dynamic Income Strategy Fund (14.24%), less than Parnassus Mid Cap Growth Fund (0%), less than BlackRock MuniYield Quality Fund, Inc. (0.56%), less than Eaton Vance Enhanced Equity Income Fund (7.73%), less than Virtus Equity & Convertible Income Fund (18.69%),

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