Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPTAX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS A) | NA | 11.20% | 11.77% | 9.59% | 7.37% | 8.34% | 6.01% | … | … |
Data as of 09/22/2025, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPTAX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS A) | 08/11/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.20 | 11.77 | 9.59 | 7.37 | 8.34 | 6.01 | … | … | 19.10 | 4.39 | 4.45 | -2.75 | 12.60 | -6.52 | 22.12 | -5.56 | 14.24 | 9.47 | -4.47 | 12.27 | 28.61 | 11.81 | 0.43 | 13.42 | 22.85 | -42.12 | 7.68 | 22.42 | 1.67 |
| Sharpe Ratio | NA | 0.69 | 0.69 | 0.60 | 0.40 | NA | NA | … | … | 1.80 | 0.08 | 0.08 | -0.26 | 1.21 | -0.22 | 2.73 | -0.64 | 2.23 | 0.74 | -0.29 | 1.09 | 2.72 | 0.47 | 0.02 | 0.79 | 0.81 | -1.05 | 0.24 | 1.63 | 0.13 |
| Standard Deviation(%) | NA | 12.58 | 12.10 | 12.33 | 14.56 | NA | NA | … | … | 13.61 | 9.56 | 10.54 | 16.05 | 10.38 | 31.38 | 7.57 | 10.87 | 6.11 | 12.48 | 15.40 | 11.27 | 10.50 | 25.18 | 23.06 | 16.97 | 28.14 | 41.00 | 18.60 | 11.72 | 12.96 |
| Draw Down(%) | NA | 10.31 | 10.31 | 18.94 | 38.12 | NA | NA | … | … | 10.31 | 7.88 | 9.86 | 18.94 | 6.95 | 38.12 | 4.98 | 11.79 | 3.64 | 7.86 | 14.59 | 8.37 | 4.72 | 17.29 | 19.34 | 14.72 | 27.58 | 53.59 | 14.05 | 9.15 | 8.03 |
| Yield(%) | 0.00 | 2.58 | 3.21 | 3.12 | 5.14 | 5.76 | 4.33 | … | … | 0.58 | 2.29 | 3.44 | 2.70 | 2.32 | 2.27 | 2.74 | 9.55 | 20.06 | 0.97 | 0.49 | 0.89 | 0.97 | 1.13 | 0.95 | 1.68 | 0.54 | 0.11 | 2.80 | 4.42 | 0.37 |
Data as of 09/22/2025, Common starting date is 08/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTAX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS A) |
-16.03%
Feb 2006 – Feb 2009 |
-5.05%
May 2007 – May 2012 |
3.20%
May 2007 – May 2017 |
2.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTAX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS A) |
22.75%
Feb 2009 – Feb 2012 |
19.58%
Feb 2009 – Feb 2014 |
12.93%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart