Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGECX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS C) | NA | 1.37% | -1.96% | 5.10% | 2.71% | NA | NA | 6.98% |
Data as of 01/26/2024, AR inception is 04/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGECX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS C) | 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 | 1.37 | -1.96 | 5.10 | 2.71 | NA | NA | 6.98 | 0.00 | 9.20 | -24.56 | 14.29 | 13.82 | 24.02 | -17.55 | 24.59 | -7.08 | 5.92 | -4.96 | 11.30 | 24.75 | 0.14 | 6.31 | 36.27 |
| Sharpe Ratio | NA | -0.22 | -0.21 | 0.18 | 0.10 | NA | NA | 0.36 | -0.76 | 0.37 | -1.04 | 1.03 | 0.47 | 2.10 | -1.44 | 3.00 | -0.45 | 0.41 | -0.48 | 0.97 | 1.67 | 0.01 | 0.42 | 3.37 |
| Standard Deviation(%) | NA | 13.23 | 18.29 | 19.77 | 16.65 | NA | NA | 16.50 | 4.85 | 13.52 | 24.93 | 13.81 | 28.94 | 10.77 | 13.07 | 8.03 | 16.29 | 14.49 | 10.34 | 11.65 | 14.88 | 21.73 | 14.72 | 16.63 |
| Draw Down(%) | NA | 17.01 | 35.95 | 35.95 | 35.95 | NA | NA | 35.95 | 0.48 | 17.01 | 34.32 | 8.27 | 31.08 | 5.18 | 22.97 | 3.94 | 14.46 | 9.41 | 12.75 | 8.74 | 10.54 | 17.49 | 12.04 | 4.85 |
| Yield(%) | 0.00 | 0.00 | 1.51 | 4.80 | 5.39 | 7.75 | 5.81 | 8.30 | 0.00 | 0.00 | 0.00 | 4.48 | 5.17 | 13.95 | 22.78 | 13.09 | 1.28 | 0.00 | 1.25 | 2.60 | 3.95 | 4.07 | 11.10 | 5.31 |
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 |
|---|---|---|---|---|
| VGECX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS C) |
-2.62%
Nov 2013 - Nov 2016 |
-1.63%
Sep 2017 - Sep 2022 |
1.60%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGECX (VIRTUS GREATER EUROPEAN OPPORTUNITIES FUND CLASS C) |
17.28%
Dec 2018 - Dec 2021 |
12.72%
Jun 2009 - Jun 2014 |
8.14%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart