Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGSCX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS C) | 5.21% | 6.01% | 3.63% | 4.75% | 4.18% | 6.67% | NA | 10.95% |
Data as of 07/15/2025, AR inception 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 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 6.01 | 3.63 | 4.75 | 4.18 | 6.67 | NA | 10.95 | 5.21 | 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 | 0.30 | 0.02 | 0.17 | 0.16 | NA | NA | 0.51 | 0.49 | -0.29 | 0.28 | -1.27 | 2.23 | -0.06 | 3.10 | -0.60 | 1.48 | 0.20 | 0.06 | 2.46 | 0.03 | 1.88 | -0.01 | 0.98 | 3.02 |
| Standard Deviation(%) | NA | 15.47 | 17.58 | 17.22 | 18.08 | NA | NA | 19.47 | 17.04 | 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 | 17.81 | 24.92 | 35.70 | 41.67 | NA | NA | 41.67 | 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 | 1.45 | 0.84 | 0.69 | 2.01 | 3.28 | 5.43 | 6.79 | 0.00 | 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 07/15/2025, AR inception 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 |
6.28%
Apr 2010 - Apr 2025 |
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