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VAEGX: Virtus SGA Emerging Markets Growth Fund Class A (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/19/2019 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.48% |
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Performance Analytics (As of 01/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.1 | 0.2 | -8.9 | 0.7 | 3.4 | -13.2 | -14.7 | 28.5 | 5.3 |
Sharpe Ratio | NA | NA | -0.32 | -0.56 | -0.03 | -0.07 | -0.62 | -0.73 | 1.04 | 0.66 |
Draw Down(%) | NA | NA | 15.7 | 41.6 | 41.6 | 15.7 | 27.7 | 24.4 | 28.5 | 7.9 |
Standard Deviation(%) | NA | NA | 12.7 | 19.3 | 20.8 | 12.9 | 23.7 | 20.2 | 27.1 | 13.4 |
Treynor Ratio | NA | NA | -0.07 | -0.16 | -0.01 | -0.01 | -0.21 | -0.19 | 0.42 | 0.1 |
Alpha | NA | NA | -0.05 | -0.06 | -0.03 | -0.05 | 0.01 | -0.13 | 0.05 | -0.03 |
Beta | NA | NA | 0.59 | 0.69 | 0.69 | 0.61 | 0.7 | 0.76 | 0.67 | 0.84 |
RSquared | NA | NA | 0.39 | 0.43 | 0.55 | 0.41 | 0.55 | 0.27 | 0.75 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2019
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