Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) | 6.18% | 8.48% | 12.70% | 6.38% | NA | NA | NA | 9.71% |
Data as of 07/22/2025, AR inception is 05/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) | 05/07/2019 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 8.48 | 12.70 | 6.38 | NA | NA | NA | 9.71 | 6.18 | 9.89 | 27.17 | -25.69 | 8.31 | 31.26 | 11.23 |
| Sharpe Ratio | NA | 0.30 | 0.62 | 0.25 | NA | NA | NA | 0.37 | 0.35 | 0.49 | 1.71 | -0.99 | 0.59 | 1.02 | 1.37 |
| Standard Deviation(%) | NA | 18.84 | 17.61 | 18.46 | NA | NA | NA | 20.43 | 22.13 | 12.86 | 13.87 | 27.50 | 14.10 | 30.25 | 11.87 |
| Draw Down(%) | NA | 18.95 | 19.58 | 37.07 | NA | NA | NA | 37.07 | 17.85 | 6.91 | 10.33 | 33.02 | 10.85 | 29.35 | 6.43 |
| Yield(%) | 0.00 | 21.01 | 9.80 | 7.30 | 4.68 | 3.12 | 2.34 | 7.80 | 0.00 | 22.91 | 0.00 | 1.83 | 7.03 | 4.00 | 0.06 |
Data as of 07/22/2025, AR inception is 05/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) |
-1.78%
Apr 2021 - Apr 2024 |
7.91%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) |
14.91%
Jun 2022 - Jun 2025 |
10.37%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart