Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGUCX (VIRTUS GLOBAL INFRASTRUCTURE FUND CLASS C) | 3.05% | 17.19% | 7.91% | 3.02% | 5.30% | 5.49% | 5.45% | … | … |
Data as of 02/04/2026, Common starting date is 02/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGUCX (VIRTUS GLOBAL INFRASTRUCTURE FUND CLASS C) | 02/04/2005 | 02/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.19 | 7.91 | 3.02 | 5.30 | 5.49 | 5.45 | … | … | 3.05 | 15.41 | 8.33 | 0.15 | -16.27 | 7.22 | -2.49 | 26.99 | -7.21 | 16.91 | 10.60 | -11.00 | 8.85 | 15.30 | 10.31 | 9.45 | 7.47 | 13.31 | -32.59 | 20.63 | 27.03 | 1.96 |
| Sharpe Ratio | NA | 1.20 | 0.37 | 0.04 | 0.22 | NA | NA | … | … | 4.13 | 1.00 | 0.42 | -0.26 | -0.82 | 0.58 | -0.08 | 2.97 | -0.76 | 2.32 | 0.74 | -0.78 | 0.93 | 1.56 | 1.02 | 0.47 | 0.44 | 0.65 | -0.92 | 1.09 | 2.53 | -0.01 |
| Standard Deviation(%) | NA | 11.96 | 12.29 | 14.65 | 16.69 | NA | NA | … | … | 8.40 | 12.57 | 11.31 | 13.56 | 21.61 | 12.32 | 35.86 | 8.59 | 11.35 | 7.02 | 14.07 | 14.05 | 9.46 | 9.78 | 10.14 | 19.87 | 16.82 | 20.25 | 36.45 | 16.16 | 9.39 | 9.91 |
| Draw Down(%) | NA | 8.20 | 17.20 | 31.42 | 38.69 | NA | NA | … | … | 1.25 | 8.20 | 7.90 | 17.60 | 23.39 | 6.02 | 38.69 | 4.20 | 10.99 | 4.04 | 10.96 | 16.34 | 9.34 | 9.19 | 7.00 | 14.86 | 15.13 | 24.32 | 43.29 | 8.70 | 4.48 | 9.42 |
| Yield(%) | 0.00 | 8.34 | 4.88 | 2.86 | 3.61 | 4.15 | 4.34 | … | … | 0.00 | 8.44 | 4.91 | 1.57 | 0.62 | 0.21 | 0.46 | 5.10 | 4.83 | 2.55 | 4.49 | 7.62 | 5.18 | 1.93 | 2.08 | 2.22 | 2.18 | 0.51 | 1.14 | 7.07 | 3.33 | 3.33 |
Data as of 02/04/2026, Common starting date is 02/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGUCX (VIRTUS GLOBAL INFRASTRUCTURE FUND CLASS C) |
-9.88%
May 2007 – May 2010 |
-1.78%
Apr 2019 – Apr 2024 |
1.43%
Jun 2014 – Jun 2024 |
2.63%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGUCX (VIRTUS GLOBAL INFRASTRUCTURE FUND CLASS C) |
17.48%
Feb 2009 – Feb 2012 |
15.74%
Feb 2009 – Feb 2014 |
10.21%
Mar 2009 – Mar 2019 |
6.69%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart