Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGPAX (VIRTUS GLOBAL EQUITY TREND FUND CLASS A) | NA | 10.32% | 2.81% | 2.76% | NA | NA | NA | 4.28% |
Data as of 04/30/2018, AR inception is 03/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGPAX (VIRTUS GLOBAL EQUITY TREND FUND CLASS A) | 03/17/2011 | 04/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 10.32 | 2.81 | 2.76 | NA | NA | NA | 4.28 | -0.60 | 20.70 | -1.02 | -8.06 | -4.04 | 19.05 | 11.26 | -3.34 |
| Sharpe Ratio | NA | 0.83 | 0.21 | 0.23 | NA | NA | NA | 0.33 | -0.17 | 2.65 | -0.11 | -0.70 | -0.39 | 1.71 | 0.88 | -0.23 |
| Standard Deviation(%) | NA | 11.80 | 11.33 | 11.09 | NA | NA | NA | 12.36 | 17.58 | 7.61 | 10.77 | 11.52 | 10.52 | 11.15 | 12.82 | 18.59 |
| Draw Down(%) | NA | 10.36 | 15.38 | 22.32 | NA | NA | NA | 22.32 | 10.36 | 2.62 | 6.93 | 12.08 | 11.03 | 7.25 | 9.07 | 18.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.56 | 1.62 | 1.08 | 0.81 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 9.51 | 3.02 | 1.14 | 0.36 |
Data as of 04/30/2018, AR inception is 03/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGPAX (VIRTUS GLOBAL EQUITY TREND FUND CLASS A) |
-4.42%
Dec 2013 - Dec 2016 |
-0.15%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGPAX (VIRTUS GLOBAL EQUITY TREND FUND CLASS A) |
11.89%
Aug 2011 - Aug 2014 |
5.06%
Jan 2013 - Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart