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PIMVX: VIRTUS CONTRARIAN VALUE FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/13/2008 |
| Last Dividend Date: | 01/18/2018 |
| 12-Mo. Yield | 20.60% |
| Expenses | 1.22% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/13/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 4.4 | 4.5 | 7.1 | 3.8 | 12.8 | 17.7 | -17.5 | 5.9 | 31.6 | 13.7 | 6.1 | 19.0 | 33.4 | -35.3 |
| Sharpe Ratio | NA | 1.54 | 0.31 | 0.55 | 0.32 | 7.93 | 1.35 | 0.94 | -0.97 | 0.46 | 2.36 | 0.96 | 0.24 | 0.94 | 1.11 | -1.0 |
| Draw Down(%) | NA | 4.8 | 31.4 | 34.3 | 58.8 | 0.8 | 4.8 | 14.8 | 22.5 | 14.1 | 9.5 | 10.2 | 25.2 | 17.5 | 32.2 | 54.2 |
| Standard Deviation(%) | NA | 8.8 | 15.7 | 14.8 | 21.8 | 8.6 | 9.0 | 18.5 | 18.1 | 12.8 | 13.4 | 14.3 | 24.7 | 20.1 | 30.1 | 42.4 |
| Treynor Ratio | NA | 0.14 | 0.04 | 0.08 | 0.08 | 0.81 | 0.13 | 0.15 | -0.16 | 0.06 | 0.31 | 0.14 | 0.07 | 0.21 | 0.41 | -0.49 |
| Alpha | NA | -0.02 | -0.03 | -0.03 | -0.01 | -0.05 | -0.01 | 0.0 | -0.07 | -0.03 | -0.02 | 0.0 | 0.02 | 0.0 | 0.01 | -0.06 |
| Beta | NA | 0.94 | 1.1 | 1.07 | 0.9 | 0.84 | 0.95 | 1.13 | 1.11 | 1.01 | 1.02 | 0.96 | 0.91 | 0.9 | 0.81 | 0.86 |
| RSquared | NA | 0.72 | 0.85 | 0.85 | 0.9 | 0.66 | 0.73 | 0.87 | 0.86 | 0.84 | 0.87 | 0.88 | 0.95 | 0.94 | 0.93 | 0.94 |
| Yield(%) | N/A | 20.6 | 7.4 | 6.0 | N/A | 15.7 | 3.8 | 1.2 | 0.6 | 1.2 | 0.6 | 0.7 | 0.4 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 2049.3 | 990.1 | N/A | N/A | 351.8 | 289.5 | 63.3 | -48.4 | 152.8 | 1.3 | 87.1 | -54.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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