Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) | 15.33% | 12.18% | 0.12% | -2.09% | 1.00% | 2.90% | 5.29% | 6.64% |
Data as of 07/21/2025, AR inception is 06/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) | 06/22/1998 | 07/21/2025 |
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 12.18 | 0.12 | -2.09 | 1.00 | 2.90 | 5.29 | 6.64 | 15.33 | -8.26 | 0.39 | -23.26 | -6.33 | 15.71 | 18.36 | -14.37 | 34.47 | 1.46 | -8.55 | 5.55 | -6.33 | 19.86 | -2.92 | 28.88 | 47.17 | -47.21 | 37.75 | 29.78 | 31.22 | 20.05 | 51.12 | -1.84 | 0.58 | -28.56 | 64.53 | -10.83 |
| Sharpe Ratio | NA | 0.62 | -0.19 | -0.23 | -0.03 | NA | NA | 0.28 | 1.64 | -0.88 | -0.27 | -1.24 | -0.42 | 0.54 | 1.50 | -1.08 | 4.06 | 0.09 | -0.61 | 0.50 | -0.48 | 1.72 | -0.16 | 1.92 | 2.06 | -1.13 | 1.49 | 1.55 | 2.45 | 1.23 | 4.03 | -0.21 | -0.10 | -1.64 | 3.47 | -0.92 |
| Standard Deviation(%) | NA | 15.36 | 14.32 | 15.61 | 16.29 | NA | NA | 18.26 | 16.58 | 13.47 | 12.19 | 20.00 | 15.15 | 28.69 | 11.28 | 14.62 | 8.36 | 13.94 | 14.06 | 11.12 | 13.34 | 11.61 | 18.26 | 14.96 | 22.80 | 42.38 | 23.32 | 17.12 | 11.80 | 15.48 | 12.52 | 14.08 | 18.40 | 20.03 | 17.64 | 24.56 |
| Draw Down(%) | NA | 16.35 | 20.52 | 44.21 | 44.21 | NA | NA | 58.48 | 11.49 | 11.61 | 16.73 | 30.21 | 18.99 | 32.83 | 7.52 | 25.31 | 3.55 | 14.86 | 17.60 | 12.35 | 19.60 | 10.88 | 16.67 | 9.93 | 17.12 | 56.45 | 17.89 | 23.95 | 10.05 | 18.47 | 10.97 | 25.44 | 29.05 | 35.51 | 18.13 | 30.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.27 | 3.25 | 3.33 | 6.90 | 9.74 | 0.00 | 0.00 | 0.00 | 0.00 | 17.49 | 0.71 | 2.38 | 3.12 | 0.94 | 0.46 | 0.86 | 2.05 | 1.03 | 1.25 | 1.48 | 1.63 | 0.80 | 7.00 | 49.02 | 28.44 | 17.10 | 9.50 | 0.49 | 0.22 | 1.74 | 0.07 | 0.27 | 0.23 |
Data as of 07/21/2025, AR inception is 06/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) |
-14.14%
May 2021 - May 2024 |
-5.19%
Dec 2019 - Dec 2024 |
-0.72%
Jun 2014 - Jun 2024 |
0.47%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) |
41.08%
Mar 2003 - Mar 2006 |
35.81%
Oct 2002 - Oct 2007 |
18.29%
Mar 2003 - Mar 2013 |
13.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart