Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAPCX (VIRTUS EQUITY TREND FUND CLASS C) | NA | -3.81% | -10.25% | -9.03% | -2.64% | NA | NA | 1.23% |
Data as of 07/24/2023, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAPCX (VIRTUS EQUITY TREND FUND CLASS C) | 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 | -3.81 | -10.25 | -9.03 | -2.64 | NA | NA | 1.23 | -3.26 | -12.18 | -21.36 | -8.73 | 15.57 | -7.42 | 19.71 | -1.50 | -9.43 | 0.96 | 28.30 | 9.24 | -0.96 | 20.74 |
| Sharpe Ratio | NA | -0.73 | -0.67 | -0.58 | -0.23 | NA | NA | 0.04 | -1.07 | -1.20 | -0.82 | -0.40 | 1.32 | -0.59 | 2.42 | -0.16 | -0.77 | 0.09 | 2.53 | 0.82 | -0.06 | 3.35 |
| Standard Deviation(%) | NA | 10.09 | 17.20 | 17.67 | 14.88 | NA | NA | 14.71 | 9.62 | 11.32 | 26.23 | 22.52 | 10.85 | 14.87 | 7.93 | 10.90 | 12.28 | 11.10 | 11.18 | 11.24 | 17.43 | 13.92 |
| Draw Down(%) | NA | 12.62 | 35.99 | 43.66 | 43.66 | NA | NA | 43.66 | 8.54 | 17.90 | 24.32 | 27.05 | 6.59 | 15.65 | 3.51 | 8.75 | 13.77 | 7.71 | 6.12 | 7.43 | 17.42 | 5.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.49 | 2.58 | 1.94 | 2.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.91 | 3.25 | 0.19 | 0.11 | 0.50 |
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 |
|---|---|---|---|---|
| VAPCX (VIRTUS EQUITY TREND FUND CLASS C) |
-14.85%
Jan 2020 - Jan 2023 |
-9.00%
May 2018 - May 2023 |
-2.49%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAPCX (VIRTUS EQUITY TREND FUND CLASS C) |
15.23%
Aug 2011 - Aug 2014 |
8.28%
Aug 2010 - Aug 2015 |
5.39%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart