Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) | 13.52% | 7.61% | -0.56% | -3.26% | -1.88% | 1.36% | 4.32% | 4.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) | 12/15/1999 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/15/1999.
AR inception is since 12/15/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.52 | 7.61 | -0.56 | -3.26 | -1.88 | 1.36 | 4.32 | 4.74 | 13.52 | -8.44 | 0.00 | -23.52 | -24.44 | 15.29 | 18.07 | -14.72 | 34.10 | 1.17 | -8.76 | 5.23 | -6.58 | 19.62 | -3.12 | 27.81 | 46.91 | -47.17 | 37.54 | 29.40 | 31.07 | 19.66 | 50.87 | -2.22 | -0.74 | -28.81 | 12.10 |
| Sharpe Ratio | NA | 0.07 | -0.33 | -0.30 | -0.21 | NA | NA | 0.17 | 1.95 | -1.12 | -0.36 | -1.25 | -0.96 | 0.52 | 1.48 | -1.10 | 4.00 | 0.07 | -0.62 | 0.47 | -0.50 | 1.70 | -0.17 | 1.86 | 2.07 | -1.13 | 1.49 | 1.54 | 2.46 | 1.21 | 4.02 | -0.24 | -0.17 | -1.65 | 137.39 |
| Standard Deviation(%) | NA | 15.49 | 14.97 | 18.54 | 17.57 | NA | NA | 18.60 | 19.05 | 13.47 | 12.06 | 19.99 | 25.49 | 28.70 | 11.23 | 14.68 | 8.41 | 14.01 | 14.10 | 11.12 | 13.34 | 11.60 | 18.30 | 14.92 | 22.65 | 42.33 | 23.30 | 17.03 | 11.75 | 15.44 | 12.49 | 14.13 | 18.24 | 20.00 | 9.21 |
| Draw Down(%) | NA | 16.47 | 22.96 | 55.43 | 55.43 | NA | NA | 58.61 | 11.45 | 11.56 | 16.83 | 30.37 | 33.50 | 32.84 | 7.52 | 25.54 | 3.58 | 14.96 | 17.68 | 12.46 | 19.68 | 10.81 | 16.76 | 10.20 | 17.23 | 56.54 | 17.87 | 23.93 | 10.16 | 18.47 | 10.94 | 25.57 | 29.90 | 35.82 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.33 | 0.82 | 1.24 | 6.34 | 6.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 | 0.41 | 2.07 | 2.84 | 0.48 | 0.37 | 0.63 | 1.84 | 0.80 | 1.04 | 1.29 | 0.78 | 0.66 | 7.19 | 49.55 | 28.46 | 17.07 | 9.45 | 0.25 | 0.00 | 0.28 | 0.00 | 0.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) |
-20.26%
May 2021 - May 2024 |
-9.41%
Dec 2019 - Dec 2024 |
-3.10%
Jun 2014 - Jun 2024 |
-1.23%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) |
40.78%
Mar 2003 - Mar 2006 |
35.48%
Oct 2002 - Oct 2007 |
18.00%
Mar 2003 - Mar 2013 |
13.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart