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VKICX: Virtus KAR International Small-Mid Cap Fund Class C (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/30/2002 |
Last Dividend Date: | 12/11/2008 |
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 | 29.8 | 2.3 | 5.2 | 7.0 | 4.4 | 16.4 | 46.6 | -47.7 | 16.7 | 23.7 | 11.4 | 12.5 | 34.2 | -16.8 |
Sharpe Ratio | NA | 2.0 | 0.08 | 0.16 | 0.27 | 0.85 | 0.89 | 1.92 | -1.27 | 0.73 | 1.51 | 0.86 | 0.77 | 2.05 | -0.87 |
Draw Down(%) | NA | 6.8 | 51.2 | 60.1 | 60.1 | 6.6 | 13.6 | 21.4 | 57.6 | 13.5 | 17.1 | 7.9 | 12.8 | 17.4 | 28.5 |
Standard Deviation(%) | NA | 14.8 | 27.8 | 24.5 | 20.9 | 12.4 | 18.3 | 24.3 | 38.3 | 18.8 | 13.6 | 10.8 | 15.0 | 16.4 | 22.1 |
Treynor Ratio | NA | 0.38 | 0.03 | 0.05 | 0.07 | 0.16 | 0.2 | 0.58 | -0.58 | 0.15 | 0.25 | 0.11 | 0.11 | 0.3 | -0.23 |
Alpha | NA | 0.0 | -0.02 | -0.03 | -0.01 | 0.01 | 0.01 | 0.04 | -0.06 | 0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.77 | 0.82 | 0.84 | 0.85 | 0.68 | 0.81 | 0.81 | 0.84 | 0.91 | 0.82 | 0.86 | 1.01 | 1.11 | 0.84 |
RSquared | NA | 0.91 | 0.93 | 0.92 | 0.87 | 0.81 | 0.94 | 0.93 | 0.93 | 0.88 | 0.82 | 0.69 | 0.77 | 0.87 | 0.74 |
Yield(%) | N/A | 0.0 | 0.2 | 5.8 | N/A | 0.0 | 0.0 | 0.0 | 0.5 | 14.2 | 13.7 | 1.7 | 5.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -98.1 | N/A | N/A | N/A | N/A | -100.0 | -96.2 | 11.8 | 835.0 | -64.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2002
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