Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXRCX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS C) | NA | -3.14% | -8.18% | -1.78% | 1.60% | 5.23% | NA | … | … |
Data as of 12/18/2023, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXRCX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS C) | 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 (%) | 0.00 | -3.14 | -8.18 | -1.78 | 1.60 | 5.23 | NA | … | … | -4.42 | -26.13 | 7.06 | -2.55 | 26.71 | -6.51 | 20.56 | -0.34 | -0.65 | 9.70 | 0.47 | 33.98 | -11.49 | 19.51 | 31.67 | -47.89 | -10.84 |
| Sharpe Ratio | NA | -0.52 | -0.60 | -0.17 | 0.04 | NA | NA | … | … | -0.56 | -1.31 | 0.61 | -0.09 | 3.20 | -0.77 | 2.58 | -0.03 | -0.05 | 1.19 | 0.04 | 2.58 | -0.49 | 0.99 | 0.98 | -1.16 | -1.39 |
| Standard Deviation(%) | NA | 15.78 | 16.60 | 19.19 | 15.90 | NA | NA | … | … | 15.78 | 21.06 | 11.60 | 30.78 | 7.90 | 10.19 | 7.77 | 17.16 | 12.95 | 8.16 | 11.33 | 13.26 | 23.66 | 19.63 | 32.09 | 41.96 | 28.77 |
| Draw Down(%) | NA | 22.69 | 40.25 | 41.43 | 41.43 | NA | NA | … | … | 22.69 | 36.78 | 8.88 | 41.43 | 4.67 | 10.84 | 4.53 | 15.73 | 11.27 | 9.48 | 15.16 | 8.36 | 24.47 | 16.15 | 37.58 | 57.67 | 16.38 |
| Yield(%) | 0.00 | 11.26 | 3.00 | 3.74 | 3.86 | 6.02 | 2.12 | … | … | 10.99 | 0.00 | 0.00 | 0.00 | 9.05 | 3.03 | 0.95 | 5.98 | 0.26 | 6.36 | 1.36 | 9.36 | 0.77 | 11.16 | 10.13 | 0.00 | 1.15 |
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 |
|---|---|---|---|---|
| PXRCX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS C) |
-10.93%
Oct 2019 – Oct 2022 |
-3.58%
Oct 2018 – Oct 2023 |
0.10%
Oct 2013 – Oct 2023 |
0.82%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXRCX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS C) |
26.24%
Feb 2009 – Feb 2012 |
20.44%
Feb 2009 – Feb 2014 |
12.48%
Feb 2009 – Feb 2019 |
5.41%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart