Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCA (Virtus Total Return Fund) | NA | 17.70% | 10.85% | 12.39% | -3.16% | NA | NA | … | … |
Data as of 03/31/2017, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCA (Virtus Total Return Fund) | 03/01/2005 | 03/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | 17.70 | 10.85 | 12.39 | -3.16 | NA | NA | … | … | 2.26 | 31.90 | -7.53 | 24.67 | 7.07 | 17.68 | 5.73 | 49.38 | 35.03 | -69.59 | -44.89 | 41.18 | -13.82 |
| Sharpe Ratio | NA | 1.34 | 0.67 | 0.76 | -0.09 | NA | NA | … | … | 0.70 | 1.90 | -0.46 | 1.68 | 0.49 | 1.15 | 0.23 | 1.87 | 0.68 | -0.81 | -1.42 | 2.62 | -1.10 |
| Standard Deviation(%) | NA | 13.00 | 16.10 | 15.62 | 38.96 | NA | NA | … | … | 13.00 | 16.61 | 16.51 | 14.63 | 14.31 | 15.52 | 24.38 | 26.42 | 51.15 | 86.92 | 33.81 | 14.51 | 16.87 |
| Draw Down(%) | NA | 9.86 | 29.83 | 29.83 | 92.62 | NA | NA | … | … | 5.77 | 15.06 | 21.72 | 12.31 | 13.52 | 10.35 | 20.62 | 18.77 | 57.75 | 86.34 | 51.86 | 7.07 | 14.90 |
| Yield(%) | 0.00 | 14.12 | 10.56 | 9.73 | 2.85 | 2.85 | 2.14 | … | … | 4.47 | 13.26 | 8.95 | 9.00 | 5.24 | 6.50 | 4.32 | 8.40 | 8.98 | 12.14 | 8.07 | 9.08 | 4.03 |
Data as of 03/31/2017, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCA (Virtus Total Return Fund) |
-50.00%
Feb 2006 – Feb 2009 |
-21.10%
Jun 2005 – Jun 2010 |
-4.40%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCA (Virtus Total Return Fund) |
57.01%
Feb 2009 – Feb 2012 |
37.66%
Feb 2009 – Feb 2014 |
-1.43%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart