Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS I) | 20.30% | 16.76% | 16.32% | 7.17% | 8.56% | NA | NA | 10.30% |
Data as of 07/15/2025, AR inception is 09/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS I) | 09/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 16.76 | 16.32 | 7.17 | 8.56 | NA | NA | 10.30 | 20.30 | 4.06 | 22.36 | -34.42 | 5.85 | 24.38 | 27.63 | -6.79 | 28.48 | 21.03 | -0.87 | -3.06 | 29.89 | 6.18 |
| Sharpe Ratio | NA | 1.08 | 0.78 | 0.34 | 0.46 | NA | NA | 0.60 | 2.45 | 0.04 | 1.42 | -1.48 | 0.48 | 0.89 | 2.72 | -0.78 | 4.34 | 1.74 | -0.08 | -0.44 | 3.68 | 3.04 |
| Standard Deviation(%) | NA | 14.73 | 15.67 | 16.17 | 15.46 | NA | NA | 14.18 | 16.67 | 12.01 | 13.32 | 24.35 | 12.03 | 26.86 | 9.61 | 10.55 | 6.44 | 11.99 | 11.21 | 6.94 | 8.10 | 7.01 |
| Draw Down(%) | NA | 10.90 | 23.07 | 50.31 | 50.31 | NA | NA | 50.31 | 10.19 | 8.60 | 15.58 | 46.28 | 12.40 | 37.30 | 6.80 | 17.72 | 2.51 | 11.38 | 18.49 | 13.88 | 7.70 | 3.29 |
| Yield(%) | 0.00 | 1.85 | 0.83 | 2.87 | 3.37 | 3.94 | 2.95 | 4.92 | 0.00 | 2.02 | 0.00 | 0.00 | 8.19 | 1.42 | 2.49 | 1.29 | 2.29 | 3.28 | 3.31 | 10.34 | 2.80 | 0.39 |
Data as of 07/15/2025, AR inception is 09/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS I) |
-8.04%
Apr 2021 - Apr 2024 |
-2.22%
Sep 2017 - Sep 2022 |
4.57%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS I) |
19.82%
Feb 2016 - Feb 2019 |
19.42%
Feb 2016 - Feb 2021 |
8.53%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart