Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXIIX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS I) | 11.63% | 18.07% | 13.74% | 6.04% | 6.92% | 8.26% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXIIX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS I) | 11/16/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 18.07 | 13.74 | 6.04 | 6.92 | 8.26 | NA | … | … | 11.63 | 13.74 | 9.41 | 1.31 | -5.66 | 14.85 | -14.32 | 28.45 | -12.49 | 22.73 | 12.22 | 2.73 | 13.31 | 29.05 | 14.55 | -1.80 | 13.18 | 22.37 | -35.49 | 1.22 |
| Sharpe Ratio | NA | 1.72 | 0.90 | 0.27 | 0.27 | NA | NA | … | … | 2.47 | 0.82 | 0.54 | -0.21 | -0.43 | 1.25 | -0.32 | 2.05 | -0.66 | 2.89 | 0.82 | 0.16 | 1.02 | 2.29 | 1.03 | -0.07 | 0.66 | 0.78 | -0.88 | 0.44 |
| Standard Deviation(%) | NA | 9.16 | 11.58 | 12.75 | 19.27 | NA | NA | … | … | 10.63 | 13.24 | 10.70 | 11.46 | 16.53 | 11.85 | 45.15 | 13.16 | 21.04 | 7.67 | 14.66 | 16.95 | 13.06 | 12.68 | 14.12 | 26.02 | 19.78 | 28.42 | 41.28 | 20.20 |
| Draw Down(%) | NA | 6.19 | 11.95 | 16.52 | 35.24 | NA | NA | … | … | 6.19 | 11.05 | 6.10 | 11.62 | 16.09 | 5.78 | 35.24 | 7.82 | 21.89 | 2.64 | 9.68 | 12.86 | 9.89 | 6.63 | 11.50 | 22.93 | 18.80 | 27.10 | 47.42 | 4.09 |
| Yield(%) | 0.00 | 7.15 | 4.83 | 3.53 | 4.64 | 6.86 | 4.82 | … | … | 0.41 | 7.28 | 3.32 | 2.49 | 2.88 | 2.64 | 1.50 | 1.51 | 1.27 | 16.38 | 4.43 | 17.11 | 14.35 | 9.76 | 0.50 | 0.64 | 0.98 | 0.55 | 0.60 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXIIX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS I) |
-7.28%
Nov 2020 – Nov 2023 |
-1.21%
Sep 2018 – Sep 2023 |
4.89%
Jun 2014 – Jun 2024 |
5.14%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXIIX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS I) |
23.08%
Feb 2009 – Feb 2012 |
20.03%
Feb 2009 – Feb 2014 |
14.37%
Feb 2009 – Feb 2019 |
10.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart