Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAPIX (VIRTUS EQUITY TREND FUND CLASS I) | NA | -2.73% | -10.08% | -8.56% | -1.92% | NA | NA | 2.03% |
Data as of 07/24/2023, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAPIX (VIRTUS EQUITY TREND FUND CLASS I) | 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 | -2.73 | -10.08 | -8.56 | -1.92 | NA | NA | 2.03 | -2.66 | -11.68 | -22.57 | -7.79 | 16.73 | -6.47 | 20.86 | -0.73 | -8.51 | 2.03 | 29.58 | 10.31 | -0.02 | 21.24 |
| Sharpe Ratio | NA | -0.63 | -0.61 | -0.53 | -0.18 | NA | NA | 0.09 | -0.97 | -1.16 | -0.78 | -0.36 | 1.42 | -0.52 | 2.57 | -0.08 | -0.70 | 0.18 | 2.63 | 0.92 | 0.00 | 3.45 |
| Standard Deviation(%) | NA | 10.06 | 18.52 | 18.45 | 15.36 | NA | NA | 15.06 | 9.59 | 11.31 | 28.81 | 22.49 | 10.85 | 14.93 | 7.92 | 10.99 | 12.27 | 11.04 | 11.26 | 11.28 | 17.30 | 13.85 |
| Draw Down(%) | NA | 11.97 | 35.82 | 43.19 | 43.19 | NA | NA | 43.19 | 8.38 | 17.19 | 25.95 | 26.97 | 6.57 | 15.43 | 3.44 | 8.66 | 13.27 | 7.37 | 6.06 | 7.29 | 17.23 | 5.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.55 | 2.85 | 2.14 | 3.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 21.15 | 3.99 | 1.19 | 0.81 | 0.73 |
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 |
|---|---|---|---|---|
| VAPIX (VIRTUS EQUITY TREND FUND CLASS I) |
-14.68%
Jan 2020 - Jan 2023 |
-8.53%
May 2018 - May 2023 |
-1.77%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAPIX (VIRTUS EQUITY TREND FUND CLASS I) |
16.39%
Aug 2011 - Aug 2014 |
9.35%
Aug 2010 - Aug 2015 |
6.41%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart