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VDMAX: Virtus KAR Developing Markets Fund Class A (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/28/2011 |
Last Dividend Date: | 12/19/2013 |
12-Mo. Yield | 3.01% |
Expenses | 0.12% |
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Performance Analytics (As of 04/23/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 10/28/2011 |
2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 13.8 | 9.7 | -0.6 | 22.0 | 18.9 | -12.7 |
Sharpe Ratio | NA | 1.09 | 0.59 | -0.16 | 1.69 | 1.13 | -1.72 |
Draw Down(%) | NA | 10.1 | 17.3 | 6.3 | 10.1 | 16.4 | 15.7 |
Standard Deviation(%) | NA | 12.7 | 16.4 | 12.5 | 12.9 | 16.8 | 31.9 |
Treynor Ratio | NA | 0.14 | 0.1 | -0.02 | 0.22 | 0.19 | -0.56 |
Alpha | NA | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.1 |
Beta | NA | 0.97 | 0.99 | 0.88 | 1.01 | 1.01 | 0.98 |
RSquared | NA | 0.94 | 0.96 | 0.82 | 0.99 | 0.99 | 0.92 |
Yield(%) | N/A | 3.0 | N/A | 0.0 | 3.1 | 4.0 | 0.0 |
Dividend Growth(%) | N/A | -10.7 | N/A | -100.0 | -10.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2011
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