Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HSAIX (Virtus Disciplined Small Cap Growth I) | NA | -37.53% | -13.95% | -4.35% | NA | NA | NA | -2.13% |
Data as of 08/21/2009, AR inception is 02/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSAIX (Virtus Disciplined Small Cap Growth I) | 02/05/2001 | 08/21/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.53 | -13.95 | -4.35 | NA | NA | NA | -2.13 | -0.77 | -41.69 | -0.87 | 9.66 | 3.40 | 20.84 | 48.31 | -20.66 | -8.94 |
| Sharpe Ratio | NA | -0.75 | -0.47 | -0.23 | NA | NA | NA | -0.14 | -0.04 | -0.96 | -0.20 | 0.37 | 0.08 | 1.07 | 2.53 | -0.87 | -0.46 |
| Standard Deviation(%) | NA | 50.08 | 33.75 | 28.54 | NA | NA | NA | 25.93 | 36.48 | 44.37 | 19.26 | 17.50 | 15.98 | 18.56 | 18.82 | 25.11 | 26.33 |
| Draw Down(%) | NA | 55.90 | 63.05 | 63.05 | NA | NA | NA | 63.05 | 30.53 | 53.80 | 15.84 | 15.83 | 13.20 | 16.81 | 12.88 | 32.90 | 34.82 |
| Yield(%) | 0.00 | 0.00 | 3.44 | 3.81 | 2.01 | 1.34 | 1.00 | 2.51 | 0.00 | 0.00 | 3.72 | 6.80 | 4.74 | 0.38 | 0.00 | 0.00 | 0.00 |
Data as of 08/21/2009, AR inception is 02/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAIX (Virtus Disciplined Small Cap Growth I) |
-21.39%
Feb 2006 - Feb 2009 |
-9.67%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAIX (Virtus Disciplined Small Cap Growth I) |
28.47%
Mar 2003 - Mar 2006 |
17.01%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart