Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDPAX (VIRTUS ALTERNATIVES DIVERSIFIER FUND CLASS A) | 11.23% | 19.50% | 14.71% | 8.78% | 7.18% | 4.80% | 4.37% | … | … |
Data as of 06/03/2026, Common starting date is 12/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDPAX (VIRTUS ALTERNATIVES DIVERSIFIER FUND CLASS A) | 12/02/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 19.50 | 14.71 | 8.78 | 7.18 | 4.80 | 4.37 | … | … | 11.23 | 15.90 | 9.03 | 5.13 | -2.66 | 21.16 | -3.18 | 16.85 | -9.35 | 8.25 | 10.21 | -9.80 | 1.95 | 1.00 | 9.70 | -2.54 | 10.32 | 20.36 | -29.50 | 7.34 | 13.26 | -0.30 |
| Sharpe Ratio | NA | 2.03 | 1.09 | 0.52 | 0.45 | NA | NA | … | … | 2.67 | 1.06 | 0.54 | 0.13 | -0.24 | 1.99 | -0.15 | 2.17 | -1.12 | 1.28 | 0.94 | -1.07 | 0.29 | 0.12 | 1.10 | -0.17 | 0.78 | 1.01 | -1.11 | 0.33 | 1.56 | -1.88 |
| Standard Deviation(%) | NA | 9.35 | 11.26 | 12.77 | 12.68 | NA | NA | … | … | 11.09 | 12.28 | 10.10 | 11.76 | 17.37 | 10.64 | 22.59 | 7.09 | 9.62 | 5.96 | 10.61 | 9.22 | 6.59 | 8.38 | 8.83 | 15.54 | 13.12 | 20.10 | 27.24 | 12.65 | 6.35 | 3.59 |
| Draw Down(%) | NA | 7.08 | 10.43 | 18.87 | 32.24 | NA | NA | … | … | 7.08 | 10.17 | 7.63 | 10.63 | 18.87 | 5.77 | 32.24 | 4.93 | 13.54 | 3.55 | 6.70 | 13.07 | 8.38 | 9.49 | 7.88 | 16.27 | 9.37 | 18.52 | 40.99 | 9.21 | 3.66 | 1.09 |
| Yield(%) | 0.00 | 1.88 | 2.82 | 2.05 | 2.16 | 1.77 | 1.82 | … | … | 0.00 | 2.01 | 3.84 | 2.16 | 1.02 | 0.92 | 0.65 | 3.51 | 2.10 | 2.03 | 0.88 | 1.00 | 1.91 | 0.72 | 2.03 | 0.59 | 2.02 | 2.18 | 0.68 | 1.58 | 1.50 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDPAX (VIRTUS ALTERNATIVES DIVERSIFIER FUND CLASS A) |
-9.43%
Feb 2006 – Feb 2009 |
-2.59%
Mar 2015 – Mar 2020 |
0.27%
Oct 2007 – Oct 2017 |
1.37%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDPAX (VIRTUS ALTERNATIVES DIVERSIFIER FUND CLASS A) |
15.69%
May 2023 – May 2026 |
12.30%
Mar 2020 – Mar 2025 |
8.34%
Feb 2016 – Feb 2026 |
5.50%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart