Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHRCX (VIRTUS REAL ESTATE SECURITIES FUND CLASS C) | 12.96% | 12.12% | 10.23% | 0.91% | 3.94% | 5.83% | 4.73% | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHRCX (VIRTUS REAL ESTATE SECURITIES FUND CLASS C) | 07/31/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 12.12 | 10.23 | 0.91 | 3.94 | 5.83 | 4.73 | … | … | 12.96 | -0.51 | 9.72 | 10.17 | -33.35 | 41.17 | -6.29 | 26.19 | -8.04 | 4.83 | 5.65 | 1.39 | 30.43 | -0.53 | 15.63 | 8.81 | 26.57 | 24.62 | -37.97 | -16.71 | 35.28 | 13.49 | 32.36 | 14.06 |
| Sharpe Ratio | NA | 0.76 | 0.47 | -0.05 | 0.10 | NA | NA | … | … | 2.35 | -0.20 | 0.39 | 0.33 | -1.29 | 2.61 | -0.15 | 1.96 | -0.56 | 0.17 | 0.32 | 0.08 | 2.67 | -0.04 | 1.16 | 0.29 | 0.95 | 0.38 | -0.55 | -0.75 | 2.18 | 0.72 | 1.82 | 3.89 |
| Standard Deviation(%) | NA | 12.81 | 16.53 | 19.43 | 22.43 | NA | NA | … | … | 13.87 | 17.08 | 15.72 | 19.87 | 27.00 | 15.77 | 43.17 | 12.62 | 16.94 | 24.07 | 16.81 | 17.60 | 11.38 | 15.57 | 13.59 | 30.20 | 27.83 | 64.83 | 71.19 | 26.42 | 14.70 | 15.52 | 17.25 | 9.28 |
| Draw Down(%) | NA | 7.86 | 19.08 | 40.16 | 42.07 | NA | NA | … | … | 7.86 | 15.39 | 10.46 | 20.90 | 34.38 | 7.40 | 42.07 | 6.28 | 14.92 | 14.92 | 15.08 | 16.42 | 7.36 | 17.66 | 9.05 | 23.32 | 16.19 | 40.63 | 61.89 | 28.93 | 9.95 | 10.94 | 18.55 | 3.39 |
| Yield(%) | 0.00 | 4.86 | 7.87 | 3.80 | 6.76 | 7.73 | 6.17 | … | … | 0.17 | 4.93 | 7.68 | 11.46 | 0.29 | 0.98 | 1.09 | 22.00 | 14.40 | 15.73 | 18.12 | 16.08 | 6.54 | 6.50 | 0.27 | 0.17 | 0.66 | 0.26 | 0.65 | 3.17 | 5.41 | 3.55 | 8.30 | 1.64 |
Data as of 06/04/2026, Common starting date is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRCX (VIRTUS REAL ESTATE SECURITIES FUND CLASS C) |
-25.72%
Mar 2006 – Mar 2009 |
-8.79%
Mar 2004 – Mar 2009 |
2.67%
Jan 2007 – Jan 2017 |
3.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRCX (VIRTUS REAL ESTATE SECURITIES FUND CLASS C) |
40.83%
Mar 2009 – Mar 2012 |
26.52%
Feb 2009 – Feb 2014 |
16.26%
Mar 2009 – Mar 2019 |
10.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart