Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIMVX (VIRTUS CONTRARIAN VALUE FUND CLASS I) | NA | 14.23% | 5.15% | 8.37% | NA | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 03/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIMVX (VIRTUS CONTRARIAN VALUE FUND CLASS I) | 03/13/2008 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.23 | 5.15 | 8.37 | NA | NA | NA | … | … | 3.83 | 12.75 | 17.75 | -17.48 | 5.87 | 31.59 | 13.69 | 6.07 | 18.98 | 33.40 | -35.29 |
| Sharpe Ratio | NA | 1.53 | 0.31 | 0.55 | NA | NA | NA | … | … | 7.92 | 1.35 | 0.95 | -0.97 | 0.46 | 2.36 | 0.96 | 0.24 | 0.94 | 1.11 | -1.00 |
| Standard Deviation(%) | NA | 8.82 | 15.66 | 14.77 | NA | NA | NA | … | … | 8.62 | 9.01 | 18.51 | 18.12 | 12.77 | 13.35 | 14.32 | 24.69 | 20.05 | 30.08 | 42.39 |
| Draw Down(%) | NA | 4.76 | 31.41 | 34.29 | NA | NA | NA | … | … | 0.84 | 4.76 | 14.79 | 22.52 | 14.10 | 9.46 | 10.22 | 25.18 | 17.49 | 32.22 | 54.18 |
| Yield(%) | 0.00 | 20.60 | 7.39 | 6.01 | 4.07 | 2.71 | 2.03 | … | … | 15.73 | 3.78 | 1.15 | 0.58 | 1.18 | 0.59 | 0.67 | 0.38 | 0.97 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 03/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMVX (VIRTUS CONTRARIAN VALUE FUND CLASS I) |
-2.49%
Jun 2014 – Jun 2017 |
3.83%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIMVX (VIRTUS CONTRARIAN VALUE FUND CLASS I) |
31.43%
Feb 2009 – Feb 2012 |
26.72%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart