Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGPCX (VIRTUS GLOBAL EQUITY TREND FUND CLASS C) | NA | 9.46% | 2.01% | 2.00% | NA | NA | NA | 3.52% |
Data as of 04/30/2018, AR inception is 03/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGPCX (VIRTUS GLOBAL EQUITY TREND FUND CLASS C) | 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 (%) | 0.00 | 9.46 | 2.01 | 2.00 | NA | NA | NA | 3.52 | -0.88 | 19.79 | -1.77 | -8.73 | -4.81 | 18.35 | 10.35 | -3.71 |
| Sharpe Ratio | NA | 0.75 | 0.14 | 0.16 | NA | NA | NA | 0.27 | -0.22 | 2.56 | -0.18 | -0.76 | -0.46 | 1.64 | 0.81 | -0.25 |
| Standard Deviation(%) | NA | 11.76 | 11.35 | 11.08 | NA | NA | NA | 12.37 | 17.59 | 7.52 | 10.83 | 11.55 | 10.52 | 11.16 | 12.86 | 18.62 |
| Draw Down(%) | NA | 10.39 | 15.90 | 23.29 | NA | NA | NA | 23.29 | 10.39 | 2.61 | 7.07 | 12.35 | 11.34 | 7.39 | 9.21 | 18.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.42 | 1.46 | 0.97 | 0.73 | 2.08 | 0.00 | 0.00 | 0.00 | 0.00 | 9.03 | 2.82 | 0.55 | 0.19 |
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 |
|---|---|---|---|---|
| VGPCX (VIRTUS GLOBAL EQUITY TREND FUND CLASS C) |
-5.14%
Dec 2013 - Dec 2016 |
-0.86%
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 |
|---|---|---|---|---|
| VGPCX (VIRTUS GLOBAL EQUITY TREND FUND CLASS C) |
11.07%
Aug 2011 - Aug 2014 |
4.31%
Jan 2013 - Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart