Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOET (Virtus Terranova US Quality Momentum ETF) | 8.66% | 17.28% | 19.35% | NA | NA | NA | NA | 14.51% |
Data as of 07/14/2025, AR inception is 11/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOET (Virtus Terranova US Quality Momentum ETF) | 11/20/2020 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 17.28 | 19.35 | NA | NA | NA | NA | 14.51 | 8.66 | 24.01 | 16.34 | -18.04 | 26.79 | 5.53 |
| Sharpe Ratio | NA | 0.70 | 0.84 | NA | NA | NA | NA | 0.55 | 0.52 | 1.19 | 0.90 | -0.81 | 1.73 | 7.89 |
| Standard Deviation(%) | NA | 21.01 | 17.46 | NA | NA | NA | NA | 18.18 | 24.14 | 14.66 | 13.60 | 24.12 | 15.44 | 8.26 |
| Draw Down(%) | NA | 19.55 | 19.55 | NA | NA | NA | NA | 26.58 | 18.79 | 9.06 | 11.33 | 26.20 | 8.96 | 1.56 |
| Yield(%) | 0.00 | 0.76 | 1.34 | 0.94 | 0.47 | 0.31 | 0.24 | 1.18 | 0.00 | 0.88 | 1.53 | 1.02 | 0.54 | 0.08 |
Data as of 07/14/2025, AR inception is 11/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOET (Virtus Terranova US Quality Momentum ETF) |
5.72%
Aug 2021 - Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOET (Virtus Terranova US Quality Momentum ETF) |
19.00%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart