Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JVXIX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS I) | NA | 268.51% | 51.30% | 35.47% | 19.22% | 18.17% | NA | 13.47% |
Data as of 03/18/2024, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVXIX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS I) | 05/31/2006 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 268.51 | 51.30 | 35.47 | 19.22 | 18.17 | NA | 13.47 | 218.02 | 21.90 | -21.12 | 12.52 | 15.25 | 27.94 | -12.59 | 32.70 | -4.20 | 3.38 | 2.63 | 5.69 | 20.17 | 0.44 | 13.07 | 22.45 | -41.68 | 19.30 | 16.61 |
| Sharpe Ratio | NA | 2.66 | 0.78 | 0.67 | 0.50 | NA | NA | 0.39 | 111.68 | 1.41 | -0.99 | 0.38 | 0.53 | 2.61 | -1.06 | 4.51 | -0.30 | 0.25 | 0.28 | 0.51 | 1.61 | 0.02 | 0.91 | 1.11 | -1.09 | 0.90 | 2.18 |
| Standard Deviation(%) | NA | 101.13 | 62.77 | 50.43 | 36.65 | NA | NA | 30.62 | 218.39 | 12.65 | 22.89 | 32.58 | 28.29 | 10.17 | 13.18 | 7.14 | 14.59 | 13.61 | 9.37 | 11.15 | 12.63 | 19.25 | 14.24 | 20.11 | 39.13 | 18.21 | 12.17 |
| Draw Down(%) | NA | 13.74 | 42.46 | 42.46 | 42.46 | NA | NA | 53.69 | 2.93 | 13.74 | 30.73 | 18.60 | 31.98 | 4.81 | 19.56 | 3.08 | 12.41 | 10.66 | 9.49 | 11.20 | 10.48 | 16.50 | 11.90 | 20.39 | 51.29 | 12.20 | 7.94 |
| Yield(%) | 0.00 | 21.30 | 12.57 | 11.88 | 8.37 | 11.71 | 6.13 | 7.21 | 12.13 | 9.01 | 0.04 | 21.31 | 7.65 | 9.24 | 15.99 | 0.66 | 1.17 | 1.11 | 1.13 | 0.93 | 1.45 | 1.85 | 1.89 | 1.72 | 0.87 | 3.14 | 2.13 |
Data as of 03/18/2024, AR inception is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVXIX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS I) |
-9.70%
May 2007 - May 2010 |
-2.10%
May 2007 - May 2012 |
2.25%
Dec 2006 - Dec 2016 |
2.59%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVXIX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS I) |
21.16%
Mar 2009 - Mar 2012 |
16.23%
Mar 2009 - Mar 2014 |
10.36%
Mar 2009 - Mar 2019 |
9.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart