Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKIAX (Virtus KAR International Small-Mid Cap Fund Class A) | NA | 30.14% | 3.17% | 5.91% | NA | NA | NA | 7.81% |
Data as of 06/07/2011, AR inception is 01/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKIAX (Virtus KAR International Small-Mid Cap Fund Class A) | 01/30/2002 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.14 | 3.17 | 5.91 | NA | NA | NA | 7.81 | 4.17 | 17.29 | 47.83 | -47.38 | 17.50 | 24.70 | 12.28 | 11.88 | 35.24 | -16.83 |
| Sharpe Ratio | NA | 2.02 | 0.10 | 0.19 | NA | NA | NA | 0.30 | 0.80 | 0.94 | 1.97 | -1.26 | 0.77 | 1.59 | 0.95 | 0.73 | 2.11 | -0.86 |
| Standard Deviation(%) | NA | 14.87 | 27.78 | 24.52 | NA | NA | NA | 20.95 | 12.41 | 18.33 | 24.20 | 38.30 | 18.97 | 13.54 | 10.65 | 14.95 | 16.34 | 22.37 |
| Draw Down(%) | NA | 6.82 | 51.06 | 60.06 | NA | NA | NA | 60.06 | 6.48 | 13.56 | 21.17 | 57.35 | 13.38 | 17.05 | 7.76 | 12.83 | 17.26 | 28.25 |
| Yield(%) | 0.00 | 0.00 | 0.53 | 6.21 | 5.11 | 3.41 | 2.56 | 5.68 | 0.00 | 0.00 | 0.45 | 1.13 | 14.65 | 14.12 | 2.20 | 4.99 | 0.00 | 0.00 |
Data as of 06/07/2011, AR inception is 01/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKIAX (Virtus KAR International Small-Mid Cap Fund Class A) |
-14.21%
Feb 2006 - Feb 2009 |
-4.13%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKIAX (Virtus KAR International Small-Mid Cap Fund Class A) |
26.97%
Mar 2003 - Mar 2006 |
20.12%
Oct 2002 - Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart