Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBTHX (VIRTUS STRATEGIC GROWTH FUND CLASS B) | NA | 15.15% | 8.01% | 10.89% | 5.43% | 3.10% | 4.36% | … | … |
Data as of 03/06/2017, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBTHX (VIRTUS STRATEGIC GROWTH FUND CLASS B) | 12/19/1995 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 15.15 | 8.01 | 10.89 | 5.43 | 3.10 | 4.36 | … | … | 9.55 | -2.04 | 8.28 | 10.57 | 28.16 | 12.63 | -5.22 | 15.05 | 36.43 | -45.33 | 11.96 | 1.77 | -1.51 | 4.25 | 36.42 | -35.95 | -28.64 | -14.54 | 51.53 | 43.43 | 16.36 | 14.29 | 5.08 |
| Sharpe Ratio | NA | 1.21 | 0.53 | 0.75 | 0.23 | NA | NA | … | … | 8.77 | -0.14 | 0.50 | 0.79 | 2.41 | 0.90 | -0.19 | 0.75 | 1.35 | -1.12 | 0.53 | -0.11 | -0.30 | 0.24 | 1.83 | -1.23 | -1.05 | -0.43 | 1.92 | 1.45 | -2.10 | 0.75 | 48.95 |
| Standard Deviation(%) | NA | 11.76 | 15.03 | 14.38 | 22.28 | NA | NA | … | … | 8.02 | 15.46 | 16.59 | 13.36 | 11.67 | 14.10 | 27.43 | 20.06 | 26.83 | 41.07 | 16.80 | 13.44 | 12.42 | 13.57 | 19.57 | 30.08 | 29.85 | 43.62 | 25.16 | 27.65 | 18.44 | 14.19 | 10.05 |
| Draw Down(%) | NA | 6.91 | 17.59 | 17.59 | 56.68 | NA | NA | … | … | 1.65 | 14.72 | 13.47 | 7.47 | 4.75 | 10.63 | 26.01 | 18.08 | 20.11 | 54.25 | 9.75 | 15.06 | 10.71 | 16.96 | 11.96 | 42.92 | 46.99 | 37.43 | 13.32 | 27.93 | 14.78 | 14.00 | 0.28 |
| Yield(%) | 0.00 | 10.58 | 7.13 | 5.69 | 3.16 | 1.96 | 5.50 | … | … | 0.00 | 10.08 | 5.71 | 5.19 | 0.00 | 0.00 | 0.00 | 5.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 17.45 | 26.05 | 11.64 | 18.66 | 0.12 | 0.09 |
Data as of 03/06/2017, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBTHX (VIRTUS STRATEGIC GROWTH FUND CLASS B) |
-30.98%
Feb 2000 – Feb 2003 |
-15.92%
Aug 2000 – Aug 2005 |
-10.40%
Aug 2000 – Aug 2010 |
-2.79%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBTHX (VIRTUS STRATEGIC GROWTH FUND CLASS B) |
46.09%
Mar 1997 – Mar 2000 |
21.24%
Jan 1996 – Jan 2001 |
5.67%
Jul 2006 – Jul 2016 |
3.95%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart