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VKIAX: Virtus KAR International Small-Mid Cap Fund Class A (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/30/2002 |
Last Dividend Date: | 12/10/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/30/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 30.1 | 2.9 | 5.9 | 7.5 | 4.2 | 17.3 | 47.8 | -47.4 | 17.5 | 24.7 | 12.3 | 11.9 | 35.2 | -16.8 |
Sharpe Ratio | NA | 2.02 | 0.1 | 0.19 | 0.3 | 0.8 | 0.94 | 1.97 | -1.26 | 0.77 | 1.59 | 0.95 | 0.73 | 2.11 | -0.86 |
Draw Down(%) | NA | 6.8 | 51.1 | 60.1 | 60.1 | 6.5 | 13.6 | 21.2 | 57.4 | 13.4 | 17.0 | 7.8 | 12.8 | 17.3 | 28.3 |
Standard Deviation(%) | NA | 14.9 | 27.8 | 24.5 | 20.9 | 12.4 | 18.3 | 24.2 | 38.3 | 19.0 | 13.5 | 10.7 | 14.9 | 16.3 | 22.4 |
Treynor Ratio | NA | 0.39 | 0.03 | 0.06 | 0.07 | 0.15 | 0.21 | 0.59 | -0.58 | 0.16 | 0.26 | 0.12 | 0.11 | 0.31 | -0.23 |
Alpha | NA | 0.0 | -0.02 | -0.03 | -0.01 | 0.01 | 0.02 | 0.04 | -0.06 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.78 | 0.82 | 0.84 | 0.85 | 0.67 | 0.82 | 0.8 | 0.84 | 0.92 | 0.82 | 0.85 | 1.01 | 1.1 | 0.85 |
RSquared | NA | 0.9 | 0.93 | 0.92 | 0.87 | 0.8 | 0.94 | 0.93 | 0.93 | 0.89 | 0.82 | 0.69 | 0.77 | 0.87 | 0.73 |
Yield(%) | N/A | 0.0 | 0.5 | 6.2 | N/A | 0.0 | 0.0 | 0.5 | 1.1 | 14.6 | 14.1 | 2.2 | 5.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -95.2 | N/A | N/A | N/A | -100.0 | -76.5 | -92.2 | 12.4 | 618.5 | -52.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2002
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