Virtus Artificial Intelligence & Technology Opportunities Fund · NYSE (us_market)
Financial Services · Asset Management · United States
Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology. They use fundamental research. The fund invests at least 80% of its assets in securities tied to artificial intelligence and technology-driven businesses, targeting innovators and disruptors across multiple sectors.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-11$25.57 RISE2025-04-07$17.61 PEAK2025-06-30$24.82 139d | -31.1% 55d | Missed | Missed | — | — | +40.9% 84d | Missed |
DROP2023-07-19$19.01 RISE2023-10-27$15.13 PEAK2024-01-25$18.64 190d | -20.4% 100d | Missed | Missed | — | — | +23.2% 90d | Missed |
DROP2022-08-15$18.92 RISE2022-10-14$15.13 PEAK2022-12-01$17.49 108d | -20.0% 60d | Missed | Missed | — | — | +15.6% 48d | Missed |
DROP2022-02-09$23.75 RISE2022-06-16$15.75 PEAK2022-08-15$18.92 187d | -33.7% 127d | Missed | Missed | — | — | +20.1% 60d | Missed |
DROP2020-02-12$20.63 RISE2020-03-18$11.30 PEAK2020-06-09$19.57 118d | -45.2% 35d | Missed | Missed | — | — | +73.2% 83d | Missed |
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Virtus Artificial Intelligence & Technology Opportunities Fund previously announced the following monthly distribution on March 4, 2026:Ticker...
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HARTFORD, Conn., March 04, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced the following monthly distributions:
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HARTFORD, Conn., December 19, 2025--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced the following special year-end distribution to holders of its common shares:
With US-China trade and AI potentially set to be the dominant market themes in 2026, how should investors be preparing? TD Epoch Global Investment Strategist Kevin Hebner shares his views.
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HARTFORD, Conn., November 19, 2025--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced the following monthly distributions:
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Virtus Artificial Intelligence & Technology Opportunities Fund is rated a Buyâhigh yield, AI-diversified portfolio, and trades at a discount. Click for more on AIO.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AIO | +8.82% | +17.16% | +23.68% | +13.74% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +9.47% | +16.61% | +29.50% | +12.53% |