Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POICX (VIRTUS TACTICAL ALLOCATION FUND CLASS C) | 1.42% | 1.84% | 10.23% | -0.48% | 5.77% | 5.44% | 4.82% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POICX (VIRTUS TACTICAL ALLOCATION FUND CLASS C) | 09/29/1999 | 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 1.84 | 10.23 | -0.48 | 5.77 | 5.44 | 4.82 | … | … | 1.42 | 6.02 | 13.52 | 21.42 | -33.37 | -0.95 | 28.62 | 27.56 | -8.01 | 18.77 | 1.17 | -5.65 | 3.63 | 16.59 | 11.61 | 0.28 | 11.10 | 18.79 | -24.52 | 4.69 | 9.06 | 2.10 | 6.23 | 16.31 | -9.56 | -3.46 | -7.17 | 7.07 |
| Sharpe Ratio | NA | -0.05 | 0.71 | -0.22 | 0.30 | NA | NA | … | … | -0.07 | 0.29 | 1.00 | 1.65 | -1.53 | -0.07 | 1.35 | 2.79 | -0.73 | 3.17 | 0.10 | -0.53 | 0.41 | 1.99 | 1.39 | 0.02 | 1.09 | 1.37 | -1.29 | 0.21 | 1.07 | -0.03 | 0.85 | 1.93 | -0.89 | -0.57 | -0.89 | 3.23 |
| Standard Deviation(%) | NA | 8.86 | 10.46 | 14.28 | 13.67 | NA | NA | … | … | 10.84 | 10.89 | 9.89 | 10.87 | 22.83 | 13.77 | 20.96 | 9.34 | 12.83 | 5.74 | 9.90 | 10.71 | 8.76 | 8.34 | 8.36 | 14.69 | 10.08 | 13.65 | 19.66 | 7.48 | 5.31 | 5.35 | 6.17 | 8.07 | 11.99 | 10.46 | 12.84 | 8.26 |
| Draw Down(%) | NA | 10.57 | 11.74 | 41.40 | 41.40 | NA | NA | … | … | 10.16 | 10.63 | 6.14 | 10.99 | 34.04 | 11.30 | 24.57 | 5.11 | 17.34 | 2.03 | 9.50 | 12.46 | 8.45 | 7.12 | 7.53 | 14.00 | 9.64 | 14.59 | 33.13 | 4.70 | 3.63 | 3.83 | 6.10 | 5.76 | 17.49 | 13.90 | 13.01 | 2.85 |
| Yield(%) | 0.00 | 12.79 | 9.83 | 4.35 | 4.88 | 5.06 | 4.55 | … | … | 0.21 | 13.32 | 12.44 | 1.43 | 0.18 | 0.16 | 0.11 | 1.81 | 2.98 | 1.85 | 8.99 | 5.66 | 6.05 | 11.39 | 2.64 | 0.60 | 1.34 | 0.36 | 2.10 | 8.18 | 4.03 | 3.28 | 1.88 | 2.03 | 1.09 | 0.63 | 0.71 | 1.03 |
Data as of 06/04/2026, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POICX (VIRTUS TACTICAL ALLOCATION FUND CLASS C) |
-8.42%
Oct 2020 – Oct 2023 |
-3.55%
Feb 2004 – Feb 2009 |
-0.15%
Aug 2000 – Aug 2010 |
2.53%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POICX (VIRTUS TACTICAL ALLOCATION FUND CLASS C) |
18.67%
Oct 2018 – Oct 2021 |
14.04%
Feb 2009 – Feb 2014 |
10.03%
Sep 2011 – Sep 2021 |
7.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart