Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAPAX (VIRTUS EQUITY TREND FUND CLASS A) | NA | -2.94% | -10.05% | -8.64% | -2.08% | NA | NA | 1.85% |
Data as of 07/24/2023, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAPAX (VIRTUS EQUITY TREND FUND CLASS A) | 07/07/2010 | 07/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.94 | -10.05 | -8.64 | -2.08 | NA | NA | 1.85 | -2.79 | -11.44 | -22.45 | -8.03 | 16.50 | -6.80 | 20.59 | -0.89 | -8.75 | 1.79 | 29.24 | 10.05 | -0.21 | 21.08 |
| Sharpe Ratio | NA | -0.65 | -0.63 | -0.54 | -0.19 | NA | NA | 0.08 | -0.99 | -1.14 | -0.80 | -0.37 | 1.40 | -0.55 | 2.60 | -0.10 | -0.72 | 0.16 | 2.61 | 0.91 | -0.01 | 3.44 |
| Standard Deviation(%) | NA | 10.04 | 18.07 | 18.19 | 15.17 | NA | NA | 14.91 | 9.62 | 11.31 | 27.93 | 22.51 | 10.89 | 14.87 | 7.71 | 10.88 | 12.27 | 11.05 | 11.20 | 11.11 | 17.36 | 13.79 |
| Draw Down(%) | NA | 12.09 | 35.72 | 43.18 | 43.18 | NA | NA | 43.18 | 8.42 | 17.34 | 25.36 | 26.96 | 6.53 | 15.53 | 3.39 | 8.70 | 13.31 | 7.44 | 6.07 | 7.31 | 17.25 | 5.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.52 | 2.77 | 2.08 | 3.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.99 | 3.74 | 0.94 | 0.62 | 0.67 |
Data as of 07/24/2023, AR inception is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAPAX (VIRTUS EQUITY TREND FUND CLASS A) |
-14.66%
Jan 2020 - Jan 2023 |
-8.60%
Jan 2018 - Jan 2023 |
-1.92%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAPAX (VIRTUS EQUITY TREND FUND CLASS A) |
16.10%
Aug 2011 - Aug 2014 |
9.10%
Aug 2010 - Aug 2015 |
6.15%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart