Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXRIX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS I) | NA | -2.25% | -7.28% | -0.80% | 2.60% | 6.16% | NA | … | … |
Data as of 12/18/2023, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXRIX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS I) | 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 | -2.25 | -7.28 | -0.80 | 2.60 | 6.16 | NA | … | … | -3.53 | -25.43 | 8.22 | -1.66 | 27.90 | -5.45 | 21.84 | 0.51 | 0.35 | 10.76 | 1.57 | 35.25 | -10.47 | 20.68 | 31.96 | -47.73 | -10.56 |
| Sharpe Ratio | NA | -0.46 | -0.55 | -0.12 | 0.10 | NA | NA | … | … | -0.51 | -1.28 | 0.70 | -0.06 | 3.37 | -0.66 | 2.76 | 0.02 | 0.02 | 1.32 | 0.14 | 2.67 | -0.45 | 1.05 | 0.98 | -1.16 | -1.36 |
| Standard Deviation(%) | NA | 15.73 | 16.60 | 19.15 | 15.88 | NA | NA | … | … | 15.74 | 21.00 | 11.75 | 30.70 | 7.86 | 10.26 | 7.72 | 17.16 | 13.00 | 8.12 | 11.32 | 13.29 | 23.51 | 19.66 | 32.51 | 41.99 | 28.85 |
| Draw Down(%) | NA | 22.21 | 39.36 | 41.38 | 41.38 | NA | NA | … | … | 22.21 | 36.21 | 8.86 | 41.38 | 4.55 | 9.98 | 4.37 | 15.51 | 10.96 | 9.28 | 14.97 | 8.16 | 24.10 | 16.09 | 37.45 | 57.37 | 16.27 |
| Yield(%) | 0.00 | 5.03 | 1.93 | 3.21 | 4.22 | 6.62 | 2.38 | … | … | 4.90 | 0.00 | 1.74 | 0.00 | 9.88 | 3.88 | 2.67 | 6.98 | 1.25 | 7.61 | 2.27 | 10.67 | 1.46 | 12.43 | 10.15 | 0.47 | 1.42 |
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 |
|---|---|---|---|---|
| PXRIX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS I) |
-10.08%
Oct 2019 – Oct 2022 |
-2.59%
Oct 2018 – Oct 2023 |
1.11%
Oct 2013 – Oct 2023 |
1.74%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXRIX (VIRTUS INTERNATIONAL REAL ESTATE SECURITIES FUND CLASS I) |
27.20%
Feb 2009 – Feb 2012 |
21.48%
Feb 2009 – Feb 2014 |
13.52%
Feb 2009 – Feb 2019 |
6.38%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart