Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWWOX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS A) | NA | 21.20% | 4.02% | -1.74% | 3.37% | 8.33% | 4.83% | … | … |
Data as of 03/18/2024, Common starting date is 01/25/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWWOX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS A) | 01/25/1980 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.20 | 4.02 | -1.74 | 3.37 | 8.33 | 4.83 | … | … | 5.45 | 19.72 | -21.14 | 13.54 | -30.07 | 27.26 | -5.25 | 29.17 | 4.34 | 4.54 | 6.35 | 15.94 | 19.41 | 5.37 | 15.68 | 17.37 | -43.83 | 8.57 | 21.29 | 8.63 | 15.81 | 26.90 | -17.59 | -21.42 | -1.44 | 17.97 | 31.66 | 14.16 | 15.04 | 7.92 | -16.54 | 37.78 | 3.17 | 24.49 | -22.68 | 9.08 | 11.08 | -17.35 | -22.12 | 43.26 | -16.68 | -0.83 | 25.37 | -6.20 | 52.24 |
| Sharpe Ratio | NA | 1.75 | 0.12 | -0.11 | 0.10 | NA | NA | … | … | 2.50 | 1.39 | -0.99 | 1.07 | -0.49 | 2.53 | -0.45 | 4.32 | 0.34 | 0.33 | 0.61 | 1.45 | 1.57 | 0.28 | 1.11 | 0.92 | -1.09 | 0.32 | 1.50 | 0.72 | 1.28 | 1.87 | -1.00 | -1.41 | -0.38 | 1.19 | 0.81 | 0.81 | 1.42 | 0.36 | -0.94 | 4.07 | 0.09 | 1.74 | -2.72 | 0.31 | 0.54 | -0.59 | -0.54 | 3.14 | -1.18 | -0.36 | 0.80 | -0.81 | 1.48 |
| Standard Deviation(%) | NA | 10.36 | 16.10 | 30.56 | 23.18 | NA | NA | … | … | 10.01 | 11.24 | 22.76 | 12.68 | 61.28 | 10.23 | 14.60 | 6.64 | 12.19 | 13.73 | 10.47 | 11.00 | 12.42 | 18.83 | 14.02 | 18.82 | 41.02 | 17.66 | 12.10 | 8.95 | 11.63 | 14.04 | 18.78 | 17.04 | 14.65 | 12.38 | 34.79 | 13.06 | 8.06 | 11.34 | 20.84 | 8.74 | 8.97 | 11.86 | 10.25 | 10.78 | 11.89 | 35.91 | 48.70 | 12.10 | 19.72 | 18.92 | 22.12 | 19.94 | 33.11 |
| Draw Down(%) | NA | 10.38 | 29.73 | 59.15 | 59.15 | NA | NA | … | … | 2.09 | 10.38 | 29.49 | 6.78 | 59.15 | 5.29 | 15.77 | 2.52 | 8.77 | 10.37 | 7.50 | 8.76 | 10.79 | 13.60 | 11.64 | 22.28 | 54.05 | 12.62 | 13.47 | 6.56 | 8.79 | 17.48 | 29.95 | 33.41 | 13.12 | 7.61 | 26.34 | 10.34 | 7.64 | 10.40 | 23.72 | 4.46 | 8.84 | 9.37 | 26.18 | 11.02 | 13.02 | 46.67 | 39.05 | 9.88 | 26.84 | 32.87 | 23.35 | 28.36 | 16.79 |
| Yield(%) | 0.00 | 4.66 | 9.74 | 5.33 | 5.70 | 9.12 | 5.57 | … | … | 2.34 | 2.12 | 7.67 | 18.98 | 1.41 | 2.45 | 10.00 | 6.78 | 0.95 | 0.24 | 0.62 | 0.61 | 0.37 | 0.43 | 1.12 | 1.25 | 0.67 | 9.26 | 1.32 | 1.14 | 1.30 | 1.46 | 0.00 | 0.27 | 11.01 | 14.72 | 24.00 | 13.74 | 8.85 | 0.00 | 0.27 | 0.00 | 0.00 | 0.17 | 3.80 | 1.36 | 2.05 | 1.48 | 0.84 | 0.80 | 0.44 | 0.45 | 0.81 | 0.50 | 1.74 |
Data as of 03/18/2024, Common starting date is 01/25/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWWOX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS A) |
-17.77%
Mar 2000 – Mar 2003 |
-9.62%
Dec 1985 – Dec 1990 |
-3.04%
Jun 1983 – Jun 1993 |
0.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWWOX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS A) |
33.95%
Mar 1980 – Mar 1983 |
19.18%
Feb 2009 – Feb 2014 |
13.78%
Apr 2009 – Apr 2019 |
9.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart