Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAACX (VIRTUS MULTI-ASSET TREND FUND CLASS C) | NA | -3.41% | 0.34% | 1.71% | NA | NA | NA | 1.98% |
Data as of 10/30/2020, AR inception is 03/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAACX (VIRTUS MULTI-ASSET TREND FUND CLASS C) | 03/17/2011 | 10/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.67 | -3.41 | 0.34 | 1.71 | NA | NA | NA | 1.98 | -5.78 | 12.38 | -6.68 | 11.66 | 0.72 | -7.26 | -2.02 | 11.01 | 7.99 | -1.45 |
| Sharpe Ratio | NA | -0.31 | -0.08 | 0.12 | NA | NA | NA | 0.17 | -0.54 | 1.76 | -1.00 | 2.26 | 0.07 | -1.04 | -0.29 | 1.37 | 0.94 | -0.14 |
| Standard Deviation(%) | NA | 12.29 | 9.21 | 8.22 | NA | NA | NA | 8.53 | 13.32 | 6.23 | 8.01 | 4.89 | 7.24 | 7.00 | 7.11 | 8.03 | 8.53 | 13.08 |
| Draw Down(%) | NA | 14.79 | 14.79 | 14.79 | NA | NA | NA | 16.14 | 14.79 | 3.78 | 11.46 | 1.86 | 5.18 | 8.45 | 7.47 | 6.35 | 5.61 | 13.31 |
| Yield(%) | 0.00 | 0.28 | 0.10 | 0.06 | 1.15 | 0.77 | 0.58 | 1.28 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 8.04 | 1.36 | 0.25 | 0.25 |
Data as of 10/30/2020, AR inception is 03/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAACX (VIRTUS MULTI-ASSET TREND FUND CLASS C) |
-2.91%
Dec 2013 - Dec 2016 |
-0.95%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAACX (VIRTUS MULTI-ASSET TREND FUND CLASS C) |
7.95%
Aug 2011 - Aug 2014 |
2.94%
Sep 2011 - Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart