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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VIMNX (VIRTUS DYNAMIC TREND FUND CLASS I) NA -13.85% 1.01% 1.37% NA NA NA 1.08%
Data as of 02/08/2016, AR inception is 10/05/2009
More Performance Analytics Comparison
Name Start Date End Date
VIMNX (VIRTUS DYNAMIC TREND FUND CLASS I) 10/05/2009 02/08/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -3.24 -13.85 1.01 1.37 NA NA NA 1.08 -9.91 -6.37 -16.74 35.94 6.59 -11.38 -3.11 0.86
Sharpe Ratio NA -1.09 -0.25 -0.13 NA NA NA -0.16 -4.50 -0.51 -0.87 2.56 0.53 -2.49 -0.69 0.88
Standard Deviation(%) NA 13.09 16.68 14.79 NA NA NA 12.51 14.51 12.57 19.22 14.04 12.33 4.58 4.63 4.05
Draw Down(%) NA 16.11 33.17 33.17 NA NA NA 33.17 9.91 11.36 20.76 7.83 9.09 12.77 4.20 2.25
Yield(%) 0.00 0.00 5.98 3.81 2.12 1.42 1.06 3.54 0.00 0.00 14.22 0.33 0.60 0.00 2.72 0.00
Data as of 02/08/2016, AR inception is 10/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VIMNX (VIRTUS DYNAMIC TREND FUND CLASS I) -1.83%
Dec 2009 - Dec 2012
1.87%
Jan 2011 - Jan 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VIMNX (VIRTUS DYNAMIC TREND FUND CLASS I) 14.16%
Sep 2011 - Sep 2014
5.33%
Nov 2009 - Nov 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart