Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHFCX (VIRTUS HERZFELD FUND CLASS C) | NA | -9.99% | -1.35% | 2.44% | NA | NA | NA | … | … |
Data as of 08/19/2020, Common starting date is 09/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHFCX (VIRTUS HERZFELD FUND CLASS C) | 09/06/2012 | 08/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.99 | -1.35 | 2.44 | NA | NA | NA | … | … | -15.01 | 17.62 | -19.04 | 16.50 | 11.38 | -4.32 | 8.08 | 7.58 | 2.78 |
| Sharpe Ratio | NA | -0.34 | -0.14 | 0.07 | NA | NA | NA | … | … | -0.56 | 2.45 | -1.39 | 3.53 | 1.01 | -0.45 | 1.22 | 1.02 | 1.12 |
| Standard Deviation(%) | NA | 35.20 | 21.67 | 17.92 | NA | NA | NA | … | … | 44.14 | 6.67 | 14.66 | 4.51 | 11.03 | 9.69 | 6.63 | 7.39 | 8.25 |
| Draw Down(%) | NA | 41.17 | 41.17 | 41.17 | NA | NA | NA | … | … | 41.17 | 4.20 | 23.87 | 2.34 | 12.77 | 13.49 | 6.90 | 10.05 | 6.40 |
| Yield(%) | 0.00 | 4.07 | 5.62 | 5.00 | 3.77 | 2.51 | 1.88 | … | … | 2.88 | 3.22 | 9.06 | 3.09 | 2.88 | 3.26 | 5.55 | 2.97 | 1.18 |
Data as of 08/19/2020, Common starting date is 09/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHFCX (VIRTUS HERZFELD FUND CLASS C) |
-5.00%
Mar 2017 – Mar 2020 |
-1.27%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHFCX (VIRTUS HERZFELD FUND CLASS C) |
11.56%
Sep 2015 – Sep 2018 |
8.46%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart