Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHRIX (VIRTUS REAL ESTATE SECURITIES FUND CLASS I) | 13.36% | 13.23% | 11.29% | 1.88% | 4.96% | 6.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHRIX (VIRTUS REAL ESTATE SECURITIES FUND CLASS I) | 01/04/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 13.23 | 11.29 | 1.88 | 4.96 | 6.87 | NA | … | … | 13.36 | 0.54 | 10.74 | 11.24 | -32.74 | 42.51 | -5.28 | 27.48 | -7.14 | 5.92 | 6.67 | 2.42 | 31.76 | 0.45 | 16.80 | 9.92 | 27.87 | 24.98 | -37.54 | -16.52 |
| Sharpe Ratio | NA | 0.85 | 0.54 | 0.00 | 0.15 | NA | NA | … | … | 2.45 | -0.14 | 0.45 | 0.39 | -1.27 | 2.68 | -0.13 | 2.05 | -0.50 | 0.22 | 0.38 | 0.14 | 2.79 | 0.03 | 1.24 | 0.33 | 1.00 | 0.38 | -0.54 | -0.75 |
| Standard Deviation(%) | NA | 12.71 | 16.51 | 19.44 | 22.47 | NA | NA | … | … | 13.79 | 17.06 | 15.72 | 19.85 | 27.06 | 15.83 | 43.14 | 12.70 | 16.94 | 24.41 | 16.79 | 17.59 | 11.36 | 15.59 | 13.58 | 30.19 | 27.80 | 64.75 | 71.26 | 26.54 |
| Draw Down(%) | NA | 7.76 | 18.83 | 39.17 | 41.98 | NA | NA | … | … | 7.76 | 15.33 | 10.38 | 20.36 | 33.82 | 7.35 | 41.98 | 6.13 | 14.65 | 15.13 | 14.88 | 15.91 | 7.30 | 17.45 | 8.91 | 23.19 | 16.03 | 40.48 | 61.71 | 28.80 |
| Yield(%) | 0.00 | 5.86 | 8.87 | 4.65 | 7.42 | 8.63 | 5.76 | … | … | 0.44 | 5.95 | 8.74 | 12.51 | 1.15 | 2.25 | 2.08 | 23.30 | 15.40 | 16.76 | 19.17 | 17.06 | 7.69 | 7.52 | 1.30 | 1.20 | 1.77 | 0.56 | 1.40 | 3.44 |
Data as of 06/04/2026, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRIX (VIRTUS REAL ESTATE SECURITIES FUND CLASS I) |
-15.21%
Feb 2007 – Feb 2010 |
-1.99%
Feb 2007 – Feb 2012 |
3.70%
Oct 2013 – Oct 2023 |
4.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRIX (VIRTUS REAL ESTATE SECURITIES FUND CLASS I) |
42.06%
Mar 2009 – Mar 2012 |
27.62%
Feb 2009 – Feb 2014 |
17.37%
Mar 2009 – Mar 2019 |
12.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart