Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXRAX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS A) | NA | -2.47% | -7.47% | -1.02% | 2.35% | 5.92% | NA | … | … |
Data as of 12/18/2023, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXRAX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS A) | 10/03/2007 | 12/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -2.47 | -7.47 | -1.02 | 2.35 | 5.92 | NA | … | … | -3.74 | -25.55 | 7.96 | -1.90 | 27.62 | -5.79 | 21.45 | 0.43 | 0.11 | 10.52 | 1.33 | 34.87 | -10.86 | 20.55 | 31.65 | -47.69 | -10.62 |
| Sharpe Ratio | NA | -0.46 | -0.56 | -0.13 | 0.09 | NA | NA | … | … | -0.52 | -1.29 | 0.67 | -0.07 | 3.32 | -0.69 | 2.63 | 0.01 | 0.01 | 1.27 | 0.11 | 2.66 | -0.46 | 1.05 | 0.97 | -1.16 | -1.37 |
| Standard Deviation(%) | NA | 15.86 | 16.64 | 19.23 | 15.96 | NA | NA | … | … | 15.86 | 20.99 | 11.79 | 30.87 | 7.89 | 10.23 | 7.95 | 17.28 | 13.07 | 8.24 | 11.40 | 13.22 | 23.60 | 19.58 | 32.50 | 41.84 | 28.72 |
| Draw Down(%) | NA | 22.27 | 39.55 | 41.47 | 41.47 | NA | NA | … | … | 22.27 | 36.41 | 8.64 | 41.47 | 4.53 | 10.16 | 4.37 | 15.53 | 11.10 | 9.30 | 14.97 | 8.32 | 24.25 | 16.09 | 37.58 | 57.38 | 16.27 |
| Yield(%) | 0.00 | 12.10 | 3.77 | 4.37 | 4.65 | 6.95 | 2.48 | … | … | 11.81 | 0.00 | 1.61 | 0.00 | 9.50 | 3.63 | 2.00 | 6.74 | 1.01 | 7.36 | 2.04 | 10.36 | 1.23 | 12.11 | 10.15 | 0.34 | 1.36 |
Data as of 12/18/2023, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXRAX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS A) |
-10.29%
Oct 2019 – Oct 2022 |
-2.88%
Oct 2018 – Oct 2023 |
0.85%
Oct 2013 – Oct 2023 |
1.51%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXRAX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS A) |
26.84%
Feb 2009 – Feb 2012 |
21.15%
Feb 2009 – Feb 2014 |
13.22%
Feb 2009 – Feb 2019 |
6.13%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart