Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGSCX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS C) | 8.54% | 10.87% | 9.40% | 0.79% | 4.65% | 5.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSCX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS C) | 03/04/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 10.87 | 9.40 | 0.79 | 4.65 | 5.73 | NA | … | … | 8.54 | 8.40 | 2.62 | 9.11 | -27.60 | 27.96 | -1.96 | 28.52 | -5.62 | 11.88 | 3.18 | 0.92 | 21.61 | 0.36 | 22.45 | -0.20 | 21.83 | 91.96 |
| Sharpe Ratio | NA | 0.80 | 0.50 | -0.07 | 0.18 | NA | NA | … | … | 1.60 | 0.39 | -0.07 | 0.32 | -1.27 | 2.23 | -0.06 | 3.10 | -0.60 | 1.47 | 0.20 | 0.06 | 2.46 | 0.03 | 1.88 | -0.01 | 0.98 | 3.02 |
| Standard Deviation(%) | NA | 11.46 | 14.52 | 16.62 | 17.84 | NA | NA | … | … | 13.25 | 14.21 | 13.78 | 17.20 | 22.90 | 12.52 | 36.69 | 8.73 | 11.67 | 7.64 | 14.92 | 14.07 | 8.77 | 12.59 | 11.99 | 25.82 | 22.27 | 39.31 |
| Draw Down(%) | NA | 10.22 | 17.81 | 35.70 | 41.67 | NA | NA | … | … | 10.22 | 12.01 | 12.19 | 21.10 | 35.18 | 7.63 | 41.67 | 3.82 | 11.81 | 5.06 | 14.97 | 13.76 | 6.82 | 15.25 | 8.54 | 22.64 | 13.46 | 9.61 |
| Yield(%) | 0.00 | 1.70 | 1.53 | 0.82 | 1.92 | 2.48 | 5.71 | … | … | 0.00 | 1.81 | 1.48 | 1.06 | 0.00 | 0.55 | 0.00 | 8.26 | 2.14 | 1.92 | 1.98 | 2.10 | 2.64 | 1.58 | 3.23 | 2.08 | 8.67 | 21.25 |
Data as of 06/04/2026, Common starting date is 03/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSCX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS C) |
-6.76%
Dec 2021 – Dec 2024 |
0.30%
Jan 2020 – Jan 2025 |
3.06%
Oct 2013 – Oct 2023 |
5.48%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSCX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS C) |
26.87%
Apr 2009 – Apr 2012 |
19.69%
Apr 2009 – Apr 2014 |
12.95%
Apr 2009 – Apr 2019 |
8.63%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart