Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIESX (VIRTUS EMERGING MARKETS SMALL-CAP FUND CLASS I) | 1.28% | 1.25% | 10.02% | 1.25% | 9.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIESX (VIRTUS EMERGING MARKETS SMALL-CAP FUND CLASS I) | 12/20/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 1.25 | 10.02 | 1.25 | 9.33 | NA | NA | … | … | 1.28 | 13.61 | 3.62 | 21.83 | -22.92 | -1.62 | 38.88 | 18.28 | -5.40 | 31.01 | 16.74 | -16.93 | 0.48 | 0.20 |
| Sharpe Ratio | NA | 0.07 | 0.66 | -0.07 | 0.62 | NA | NA | … | … | 0.32 | 0.90 | 0.00 | 1.76 | -1.35 | -0.15 | 1.68 | 1.72 | -0.61 | 4.98 | 1.36 | -1.29 | 0.05 | 2.35 |
| Standard Deviation(%) | NA | 11.04 | 11.35 | 12.89 | 13.18 | NA | NA | … | … | 13.18 | 11.98 | 10.48 | 10.42 | 18.14 | 10.96 | 22.86 | 9.78 | 11.15 | 6.12 | 12.17 | 13.11 | 9.31 | 3.73 |
| Draw Down(%) | NA | 10.58 | 11.97 | 35.10 | 35.10 | NA | NA | … | … | 10.58 | 9.72 | 7.74 | 8.41 | 29.16 | 11.17 | 30.72 | 6.46 | 16.55 | 3.19 | 10.86 | 24.61 | 11.70 | 0.30 |
| Yield(%) | 0.00 | 2.72 | 2.51 | 2.64 | 3.77 | 2.48 | 1.86 | … | … | 0.00 | 3.08 | 3.67 | 0.00 | 0.00 | 7.92 | 1.60 | 2.39 | 0.35 | 1.09 | 2.36 | 1.83 | 3.63 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIESX (VIRTUS EMERGING MARKETS SMALL-CAP FUND CLASS I) |
-3.37%
Jun 2021 – Jun 2024 |
1.63%
May 2021 – May 2026 |
5.88%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIESX (VIRTUS EMERGING MARKETS SMALL-CAP FUND CLASS I) |
19.88%
Oct 2018 – Oct 2021 |
20.06%
Jan 2016 – Jan 2021 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart