Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMICX (VIRTUS CONTRARIAN VALUE FUND CLASS C) | NA | 13.13% | 4.11% | 7.30% | 6.40% | NA | NA | 6.13% |
Data as of 01/26/2018, AR inception is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMICX (VIRTUS CONTRARIAN VALUE FUND CLASS C) | 12/21/2004 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.13 | 4.11 | 7.30 | 6.40 | NA | NA | 6.13 | 3.77 | 11.64 | 16.56 | -18.29 | 4.82 | 30.28 | 12.53 | 5.06 | 17.65 | 32.69 | -38.18 | -3.17 | 25.40 | 3.18 | 0.68 |
| Sharpe Ratio | NA | 1.41 | 0.24 | 0.48 | 0.29 | NA | NA | 0.26 | 7.91 | 1.23 | 0.88 | -1.01 | 0.38 | 2.27 | 0.88 | 0.20 | 0.87 | 1.09 | -0.99 | -0.40 | 2.07 | 0.09 | 4.77 |
| Standard Deviation(%) | NA | 8.81 | 15.66 | 14.76 | 21.73 | NA | NA | 20.02 | 8.45 | 9.00 | 18.52 | 18.11 | 12.78 | 13.32 | 14.29 | 24.66 | 20.08 | 29.97 | 39.29 | 15.70 | 10.75 | 10.89 | 5.44 |
| Draw Down(%) | NA | 5.06 | 32.04 | 35.30 | 57.92 | NA | NA | 62.05 | 0.82 | 5.06 | 14.86 | 23.14 | 14.30 | 9.53 | 10.35 | 25.48 | 17.72 | 32.31 | 53.26 | 16.26 | 8.16 | 11.18 | 0.52 |
| Yield(%) | 0.00 | 19.81 | 6.61 | 5.03 | 3.46 | 2.97 | 2.22 | 3.42 | 16.38 | 2.15 | 0.02 | 0.08 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.33 | 4.27 | 0.30 | 0.07 | 0.16 |
Data as of 01/26/2018, AR inception is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMICX (VIRTUS CONTRARIAN VALUE FUND CLASS C) |
-16.30%
Feb 2006 - Feb 2009 |
-2.12%
Sep 2006 - Sep 2011 |
2.97%
Jun 2007 - Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMICX (VIRTUS CONTRARIAN VALUE FUND CLASS C) |
30.30%
Feb 2009 - Feb 2012 |
25.55%
Feb 2009 - Feb 2014 |
7.34%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart