Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIPTX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS I SHARES) | NA | 11.39% | 12.02% | 9.84% | 7.63% | 8.60% | NA | … | … |
Data as of 09/22/2025, Common starting date is 06/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPTX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS I SHARES) | 06/12/2008 | 09/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.39 | 12.02 | 9.84 | 7.63 | 8.60 | NA | … | … | 18.56 | 4.61 | 4.73 | -2.51 | 12.90 | -6.36 | 22.40 | -5.26 | 14.54 | 9.79 | -4.28 | 12.53 | 28.94 | 12.20 | 0.59 | 13.35 | 22.99 | -34.00 |
| Sharpe Ratio | NA | 0.65 | 0.69 | 0.61 | 0.42 | NA | NA | … | … | 1.74 | -0.21 | 0.05 | -0.24 | 1.24 | -0.21 | 2.77 | -0.61 | 2.28 | 0.77 | -0.28 | 1.11 | 2.75 | 1.01 | 0.02 | 0.78 | 0.81 | -1.04 |
| Standard Deviation(%) | NA | 12.62 | 12.10 | 12.31 | 14.54 | NA | NA | … | … | 13.68 | 9.51 | 10.52 | 16.03 | 10.36 | 31.31 | 7.57 | 10.85 | 6.14 | 12.52 | 15.42 | 11.29 | 10.51 | 12.08 | 23.02 | 17.01 | 28.28 | 51.38 |
| Draw Down(%) | NA | 10.32 | 10.32 | 18.86 | 38.08 | NA | NA | … | … | 10.32 | 7.85 | 9.80 | 18.86 | 6.83 | 38.08 | 4.98 | 11.58 | 3.59 | 7.79 | 14.53 | 8.37 | 4.75 | 9.09 | 19.28 | 14.98 | 27.58 | 47.89 |
| Yield(%) | 0.00 | 2.45 | 3.23 | 3.30 | 5.36 | 6.10 | 3.76 | … | … | 0.70 | 2.03 | 3.44 | 2.88 | 2.89 | 2.50 | 3.02 | 9.91 | 20.38 | 1.23 | 0.62 | 1.15 | 1.27 | 1.39 | 1.20 | 1.60 | 0.67 | 0.00 |
Data as of 09/22/2025, Common starting date is 06/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPTX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS I SHARES) |
-2.15%
Mar 2017 – Mar 2020 |
0.84%
Mar 2015 – Mar 2020 |
4.65%
Dec 2014 – Dec 2024 |
5.95%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPTX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS I SHARES) |
22.87%
Feb 2009 – Feb 2012 |
19.77%
Feb 2009 – Feb 2014 |
13.17%
Feb 2009 – Feb 2019 |
10.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart