Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPTCX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS C) | NA | 10.37% | 10.96% | 8.76% | 6.57% | 7.52% | 5.27% | … | … |
Data as of 09/22/2025, Common starting date is 08/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPTCX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS C) | 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 | 10.37 | 10.96 | 8.76 | 6.57 | 7.52 | 5.27 | … | … | 18.21 | 3.58 | 3.77 | -3.53 | 11.75 | -7.25 | 21.23 | -6.29 | 13.42 | 8.63 | -5.18 | 11.44 | 27.58 | 11.08 | -0.39 | 12.57 | 22.22 | -42.29 | 6.91 | 21.72 | 1.46 |
| Sharpe Ratio | NA | 0.61 | 0.61 | 0.53 | 0.35 | NA | NA | … | … | 1.70 | -0.31 | -0.05 | -0.31 | 1.13 | -0.24 | 2.62 | -0.70 | 2.08 | 0.67 | -0.34 | 1.01 | 2.62 | 0.69 | -0.02 | 0.74 | 0.79 | -1.06 | 0.21 | 1.58 | 0.10 |
| Standard Deviation(%) | NA | 12.61 | 12.13 | 12.34 | 14.55 | NA | NA | … | … | 13.67 | 9.57 | 10.53 | 16.09 | 10.40 | 31.26 | 7.58 | 10.85 | 6.16 | 12.58 | 15.33 | 11.30 | 10.51 | 16.04 | 23.11 | 16.95 | 28.14 | 40.81 | 18.66 | 11.70 | 13.10 |
| Draw Down(%) | NA | 10.39 | 10.40 | 19.23 | 38.19 | NA | NA | … | … | 10.39 | 8.03 | 10.40 | 19.23 | 7.33 | 38.19 | 5.09 | 12.38 | 3.77 | 7.92 | 15.03 | 8.41 | 4.75 | 10.23 | 19.55 | 14.82 | 27.70 | 53.91 | 14.28 | 9.17 | 8.14 |
| Yield(%) | 0.00 | 0.53 | 1.79 | 1.74 | 4.21 | 4.50 | 3.37 | … | … | 0.24 | 0.34 | 2.46 | 1.93 | 1.02 | 1.49 | 1.79 | 9.35 | 19.46 | 0.00 | 0.07 | 0.60 | 0.47 | 0.49 | 0.23 | 0.99 | 0.12 | 0.00 | 2.69 | 3.93 | 0.05 |
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 |
|---|---|---|---|---|
| PPTCX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS C) |
-16.50%
Feb 2006 – Feb 2009 |
-5.62%
May 2007 – May 2012 |
2.50%
May 2007 – May 2017 |
2.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTCX (VIRTUS KAR GLOBAL QUALITY DIVIDEND FUND CLASS C) |
21.95%
Feb 2009 – Feb 2012 |
18.74%
Feb 2009 – Feb 2014 |
12.12%
Feb 2009 – Feb 2019 |
9.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart