Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGEAX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS A) | NA | 2.13% | -1.23% | 5.88% | 3.48% | NA | NA | 7.82% |
Data as of 01/26/2024, AR inception is 04/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGEAX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS A) | 04/23/2009 | 01/26/2024 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.13 | -1.23 | 5.88 | 3.48 | NA | NA | 7.82 | 0.00 | 10.00 | -24.09 | 15.37 | 14.61 | 25.03 | -16.98 | 25.47 | -6.33 | 6.79 | -4.27 | 12.02 | 25.64 | 0.94 | 7.11 | 36.97 |
| Sharpe Ratio | NA | -0.16 | -0.18 | 0.22 | 0.15 | NA | NA | 0.41 | -0.67 | 0.43 | -1.02 | 1.20 | 0.49 | 2.20 | -1.40 | 3.11 | -0.40 | 0.47 | -0.42 | 1.03 | 1.74 | 0.04 | 0.48 | 3.45 |
| Standard Deviation(%) | NA | 13.32 | 18.12 | 19.69 | 16.59 | NA | NA | 16.45 | 5.48 | 13.60 | 25.03 | 12.84 | 29.04 | 10.72 | 13.05 | 8.02 | 16.26 | 14.40 | 10.32 | 11.68 | 14.80 | 21.72 | 14.64 | 16.58 |
| Draw Down(%) | NA | 16.81 | 35.48 | 35.48 | 35.48 | NA | NA | 35.48 | 0.54 | 16.81 | 33.97 | 8.26 | 30.96 | 5.12 | 22.42 | 3.86 | 14.23 | 9.39 | 12.52 | 8.61 | 10.36 | 17.25 | 11.99 | 4.76 |
| Yield(%) | 0.00 | 0.18 | 1.57 | 4.89 | 5.72 | 8.38 | 6.28 | 8.98 | 0.00 | 0.19 | 0.00 | 4.49 | 5.02 | 14.24 | 23.17 | 13.63 | 1.55 | 0.66 | 1.91 | 2.81 | 4.46 | 4.99 | 11.81 | 5.70 |
Data as of 01/26/2024, AR inception is 04/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGEAX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS A) |
-1.89%
Nov 2013 - Nov 2016 |
-0.90%
Sep 2017 - Sep 2022 |
2.36%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGEAX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS A) |
18.24%
Dec 2018 - Dec 2021 |
13.54%
Jun 2009 - Jun 2014 |
8.95%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart