Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSKBX (VIRTUS MID-CAP GROWTH FUND CLASS B) | NA | 17.36% | 4.91% | 8.75% | 3.84% | 3.39% | 4.21% | … | … |
Data as of 03/06/2017, Common starting date is 12/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSKBX (VIRTUS MID-CAP GROWTH FUND CLASS B) | 12/21/1994 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 17.36 | 4.91 | 8.75 | 3.84 | 3.39 | 4.21 | … | … | 11.17 | 1.14 | 1.81 | 3.01 | 23.76 | 14.41 | -7.92 | 21.91 | 42.33 | -45.44 | 0.61 | -0.94 | 8.71 | 7.64 | 38.34 | -32.55 | -36.96 | -18.61 | 83.62 | 28.72 | 18.67 | 10.13 | 30.89 | -7.63 |
| Sharpe Ratio | NA | 1.29 | 0.30 | 0.57 | 0.15 | NA | NA | … | … | 9.57 | 0.06 | 0.11 | 0.21 | 1.87 | 0.96 | -0.27 | 1.02 | 1.37 | -1.09 | -0.15 | -0.31 | 0.52 | 0.35 | 1.72 | -1.07 | -0.94 | -0.41 | 3.12 | 0.94 | -1.80 | 0.34 | 1.32 | -2.13 |
| Standard Deviation(%) | NA | 13.39 | 15.86 | 15.25 | 23.67 | NA | NA | … | … | 8.95 | 16.98 | 16.60 | 14.40 | 12.70 | 15.02 | 29.06 | 21.45 | 30.80 | 42.43 | 16.17 | 13.68 | 12.66 | 18.96 | 21.90 | 31.46 | 42.55 | 55.25 | 25.78 | 27.10 | 20.21 | 19.22 | 20.55 | 47.11 |
| Draw Down(%) | NA | 7.94 | 22.15 | 22.15 | 63.19 | NA | NA | … | … | 1.04 | 16.32 | 15.85 | 10.91 | 5.07 | 10.99 | 30.27 | 17.70 | 26.22 | 58.43 | 15.68 | 17.38 | 6.80 | 23.75 | 16.99 | 46.07 | 56.07 | 46.69 | 13.03 | 34.17 | 16.82 | 19.80 | 19.37 | 7.63 |
| Yield(%) | 0.00 | 2.03 | 2.47 | 1.95 | 0.93 | 0.70 | 3.40 | … | … | 0.00 | 1.99 | 1.87 | 3.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.12 | 16.69 | 0.02 | 24.65 | 16.38 | 0.08 | 1.24 |
Data as of 03/06/2017, Common starting date is 12/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSKBX (VIRTUS MID-CAP GROWTH FUND CLASS B) |
-36.87%
Feb 2000 – Feb 2003 |
-16.72%
Feb 2000 – Feb 2005 |
-10.59%
Aug 2000 – Aug 2010 |
-3.74%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSKBX (VIRTUS MID-CAP GROWTH FUND CLASS B) |
54.08%
Feb 1997 – Feb 2000 |
38.18%
Feb 1995 – Feb 2000 |
7.32%
Jan 1995 – Jan 2005 |
4.58%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart