Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHRBX (VIRTUS REAL ESTATE SECURITIES FUND CLASS B) | NA | 7.67% | 8.67% | 9.18% | 3.46% | 9.99% | 9.20% | … | … |
Data as of 03/06/2017, Common starting date is 03/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHRBX (VIRTUS REAL ESTATE SECURITIES FUND CLASS B) | 03/23/1995 | 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 (%) | -2.36 | 7.67 | 8.67 | 9.18 | 3.46 | 9.99 | 9.20 | … | … | 1.43 | 5.61 | 1.41 | 30.43 | -0.50 | 15.63 | 8.80 | 26.56 | 24.56 | -37.99 | -16.72 | 35.33 | 13.57 | 32.24 | 36.38 | 10.56 | 5.41 | 30.87 | 3.28 | -20.65 | 20.97 | 31.66 | 16.28 |
| Sharpe Ratio | NA | 0.51 | 0.55 | 0.60 | 0.08 | NA | NA | … | … | 0.74 | 0.32 | 0.08 | 2.67 | -0.03 | 1.16 | 0.29 | 0.95 | 0.38 | -0.54 | -0.75 | 2.19 | 0.73 | 1.82 | 3.31 | 0.69 | 0.31 | 2.48 | 0.00 | -1.57 | -3.46 | 4.50 | 2.75 |
| Standard Deviation(%) | NA | 14.87 | 15.57 | 15.20 | 36.36 | NA | NA | … | … | 11.22 | 16.79 | 17.63 | 11.41 | 15.60 | 13.58 | 30.26 | 27.81 | 64.87 | 71.46 | 26.45 | 14.70 | 15.53 | 17.21 | 10.78 | 13.80 | 10.03 | 10.82 | 11.16 | 15.24 | 9.87 | 6.20 | 6.46 |
| Draw Down(%) | NA | 15.10 | 17.59 | 17.66 | 71.07 | NA | NA | … | … | 4.06 | 15.10 | 16.42 | 7.36 | 17.66 | 9.07 | 23.32 | 16.19 | 40.64 | 61.92 | 28.93 | 9.94 | 10.97 | 18.53 | 5.89 | 14.60 | 9.88 | 6.54 | 16.66 | 28.07 | 8.30 | 4.58 | 3.91 |
| Yield(%) | 0.00 | 18.07 | 13.81 | 10.83 | 5.07 | 10.40 | 9.56 | … | … | 0.00 | 18.24 | 16.20 | 6.57 | 6.55 | 0.24 | 0.20 | 0.67 | 0.27 | 0.66 | 3.21 | 5.47 | 3.59 | 8.40 | 4.41 | 4.14 | 7.63 | 2.97 | 4.64 | 3.36 | 10.22 | 6.31 | 4.08 |
Data as of 03/06/2017, Common starting date is 03/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRBX (VIRTUS REAL ESTATE SECURITIES FUND CLASS B) |
-25.74%
Mar 2006 – Mar 2009 |
-8.80%
Mar 2004 – Mar 2009 |
2.66%
Jan 2007 – Jan 2017 |
8.69%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRBX (VIRTUS REAL ESTATE SECURITIES FUND CLASS B) |
40.83%
Mar 2009 – Mar 2012 |
27.25%
Jan 2002 – Jan 2007 |
16.71%
Nov 1996 – Nov 2006 |
12.73%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart