Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VECRX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS R6) | 9.39% | 13.22% | 7.62% | 10.41% | NA | NA | NA | 9.36% |
Data as of 07/14/2025, AR inception is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VECRX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS R6) | 01/31/2018 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 13.22 | 7.62 | 10.41 | NA | NA | NA | 9.36 | 9.39 | 9.37 | 1.39 | -2.30 | 17.39 | 14.83 | 37.10 | -14.61 |
| Sharpe Ratio | NA | 0.78 | 0.29 | 0.63 | NA | NA | NA | 0.37 | 0.95 | 0.54 | -0.20 | -0.23 | 1.48 | 0.42 | 2.52 | -0.79 |
| Standard Deviation(%) | NA | 14.37 | 13.29 | 13.43 | NA | NA | NA | 18.76 | 16.64 | 10.72 | 11.48 | 16.44 | 11.73 | 34.38 | 14.11 | 21.79 |
| Draw Down(%) | NA | 11.93 | 15.28 | 16.11 | NA | NA | NA | 35.23 | 11.03 | 6.09 | 11.59 | 16.11 | 5.75 | 35.23 | 7.83 | 21.89 |
| Yield(%) | 0.00 | 3.14 | 4.08 | 9.37 | 5.77 | 3.84 | 2.88 | 8.24 | 0.00 | 3.30 | 3.04 | 5.85 | 5.20 | 30.00 | 9.09 | 1.43 |
Data as of 07/14/2025, AR inception is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VECRX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS R6) |
1.83%
Apr 2021 - Apr 2024 |
7.34%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VECRX (VIRTUS RAMPART ENHANCED CORE EQUITY FUND CLASS R6) |
22.72%
Dec 2018 - Dec 2021 |
13.77%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart