Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VESRX (Virtus SGA Emerging Markets Growth Fund Class R6) | NA | -0.51% | -8.52% | NA | NA | NA | NA | 1.34% |
Data as of 01/08/2024, AR inception is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VESRX (Virtus SGA Emerging Markets Growth Fund Class R6) | 06/19/2019 | 01/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -0.51 | -8.52 | NA | NA | NA | NA | 1.34 | -0.10 | 3.90 | -12.88 | -14.41 | 29.08 | 5.55 |
| Sharpe Ratio | NA | -0.28 | -0.54 | NA | NA | NA | NA | -0.01 | NA | -0.03 | -0.60 | -0.72 | 1.05 | 0.70 |
| Standard Deviation(%) | NA | 12.75 | 19.31 | NA | NA | NA | NA | 20.82 | NA | 12.94 | 23.76 | 20.01 | 27.27 | 13.50 |
| Draw Down(%) | NA | 15.61 | 41.25 | NA | NA | NA | NA | 41.25 | NA | 15.61 | 27.59 | 24.20 | 28.47 | 7.85 |
| Yield(%) | 0.00 | 1.72 | 2.52 | 2.57 | 1.28 | 0.86 | 0.64 | 3.21 | 0.00 | 1.79 | 0.00 | 6.49 | 2.45 | 0.01 |
Data as of 01/08/2024, AR inception is 06/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESRX (Virtus SGA Emerging Markets Growth Fund Class R6) |
-8.16%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESRX (Virtus SGA Emerging Markets Growth Fund Class R6) |
7.47%
Mar 2020 - Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart