Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFOPX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS R6) | NA | 19.23% | 3.96% | 32.04% | NA | NA | NA | 19.42% |
Data as of 03/18/2024, AR inception is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFOPX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS R6) | 11/28/2014 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.23 | 3.96 | 32.04 | NA | NA | NA | 19.42 | 8.27 | 15.88 | -21.13 | 12.76 | 212.32 | 28.10 | -12.52 | 32.82 | -4.12 | 3.53 | -4.11 |
| Sharpe Ratio | NA | 1.30 | 0.11 | 0.63 | NA | NA | NA | 0.49 | 2.87 | 0.93 | -0.99 | 1.03 | 2.05 | 2.63 | -1.05 | 4.54 | -0.30 | 0.26 | -3.27 |
| Standard Deviation(%) | NA | 12.81 | 16.75 | 48.08 | NA | NA | NA | 36.27 | 14.75 | 12.60 | 22.93 | 12.34 | 102.67 | 10.17 | 13.23 | 7.13 | 14.55 | 13.61 | 11.68 |
| Draw Down(%) | NA | 13.70 | 32.92 | 32.92 | NA | NA | NA | 32.92 | 2.96 | 13.70 | 30.69 | 8.43 | 31.96 | 4.78 | 19.49 | 3.05 | 12.41 | 10.68 | 5.97 |
| Yield(%) | 0.00 | 7.89 | 9.20 | 23.20 | 13.58 | 9.05 | 6.79 | 15.09 | 4.45 | 3.39 | 0.04 | 21.31 | 20.93 | 9.34 | 16.11 | 0.79 | 1.29 | 1.20 | 0.70 |
Data as of 03/18/2024, AR inception is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFOPX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS R6) |
0.87%
Oct 2020 - Oct 2023 |
8.12%
Dec 2014 - Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFOPX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS R6) |
65.24%
Dec 2018 - Dec 2021 |
39.28%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart