Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDIAX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS A) | 11.87% | 18.17% | 13.58% | 5.77% | 6.60% | 8.14% | 6.56% | … | … |
Data as of 06/04/2026, Common starting date is 12/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDIAX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS A) | 12/19/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 18.17 | 13.58 | 5.77 | 6.60 | 8.14 | 6.56 | … | … | 11.87 | 13.45 | 9.10 | 1.08 | -5.84 | 14.57 | -14.47 | 28.11 | -12.69 | 22.45 | 11.91 | 2.48 | 13.04 | 28.73 | 14.30 | -2.05 | 12.94 | 22.17 | -35.49 | 6.07 | 16.97 | 4.46 | 10.33 | 27.30 | -22.95 | -8.65 | -6.57 | 18.69 | 30.87 | 3.17 |
| Sharpe Ratio | NA | 1.68 | 0.87 | 0.25 | 0.26 | NA | NA | … | … | 2.42 | 0.80 | 0.51 | -0.23 | -0.44 | 1.23 | -0.33 | 2.02 | -0.67 | 2.87 | 0.80 | 0.14 | 1.00 | 2.26 | 0.46 | -0.08 | 0.65 | 0.78 | -0.88 | 0.19 | 1.36 | 0.21 | 0.81 | 1.61 | -0.93 | -0.54 | -0.50 | 0.88 | 1.38 | 11.77 |
| Standard Deviation(%) | NA | 9.18 | 11.59 | 12.75 | 19.25 | NA | NA | … | … | 10.68 | 13.25 | 10.70 | 11.48 | 16.46 | 11.81 | 45.07 | 13.16 | 21.05 | 7.63 | 14.69 | 16.94 | 13.02 | 12.70 | 31.09 | 26.02 | 19.78 | 28.35 | 41.27 | 15.83 | 9.99 | 10.27 | 11.47 | 16.53 | 25.96 | 21.01 | 21.76 | 17.48 | 19.91 | 17.28 |
| Draw Down(%) | NA | 6.22 | 12.04 | 16.84 | 35.26 | NA | NA | … | … | 6.22 | 11.10 | 6.13 | 11.73 | 16.21 | 5.90 | 35.26 | 7.85 | 22.11 | 2.68 | 9.73 | 12.88 | 9.87 | 6.69 | 21.11 | 22.96 | 18.84 | 27.14 | 47.56 | 9.56 | 7.73 | 7.19 | 7.80 | 13.56 | 34.06 | 26.31 | 16.33 | 12.12 | 21.12 | 1.48 |
| Yield(%) | 0.00 | 6.81 | 4.65 | 3.25 | 4.30 | 6.65 | 5.49 | … | … | 0.35 | 6.97 | 3.04 | 2.66 | 2.22 | 2.35 | 1.22 | 1.20 | 1.03 | 16.14 | 3.95 | 16.90 | 14.19 | 9.47 | 0.24 | 0.39 | 0.72 | 0.39 | 0.45 | 0.48 | 0.91 | 0.73 | 0.75 | 0.93 | 0.00 | 0.00 | 0.00 | 1.49 | 1.06 | 0.30 |
Data as of 06/04/2026, Common starting date is 12/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDIAX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS A) |
-15.04%
Mar 2000 – Mar 2003 |
-6.00%
Feb 2004 – Feb 2009 |
-2.85%
Feb 1999 – Feb 2009 |
3.10%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDIAX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS A) |
22.82%
Feb 2009 – Feb 2012 |
19.77%
Feb 2009 – Feb 2014 |
14.10%
Feb 2009 – Feb 2019 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart