Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKICX (Virtus KAR International Small-Mid Cap Fund Class C) | NA | 29.80% | 2.58% | 5.23% | NA | NA | NA | 7.27% |
Data as of 06/07/2011, AR inception is 01/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKICX (Virtus KAR International Small-Mid Cap Fund Class C) | 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 | 29.80 | 2.58 | 5.23 | NA | NA | NA | 7.27 | 4.41 | 16.39 | 46.62 | -47.72 | 16.65 | 23.74 | 11.40 | 12.52 | 34.21 | -16.85 |
| Sharpe Ratio | NA | 2.00 | 0.08 | 0.16 | NA | NA | NA | 0.27 | 0.85 | 0.89 | 1.92 | -1.27 | 0.73 | 1.51 | 0.86 | 0.77 | 2.05 | -0.87 |
| Standard Deviation(%) | NA | 14.83 | 27.81 | 24.53 | NA | NA | NA | 20.93 | 12.43 | 18.28 | 24.27 | 38.32 | 18.83 | 13.60 | 10.76 | 14.95 | 16.39 | 22.09 |
| Draw Down(%) | NA | 6.82 | 51.20 | 60.12 | NA | NA | NA | 60.12 | 6.56 | 13.61 | 21.38 | 57.59 | 13.46 | 17.07 | 7.88 | 12.79 | 17.40 | 28.53 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 5.85 | 4.77 | 3.18 | 2.38 | 5.30 | 0.00 | 0.00 | 0.00 | 0.52 | 14.19 | 13.74 | 1.63 | 5.03 | 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 |
|---|---|---|---|---|
| VKICX (Virtus KAR International Small-Mid Cap Fund Class C) |
-14.87%
Feb 2006 - Feb 2009 |
-4.72%
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 |
|---|---|---|---|---|
| VKICX (Virtus KAR International Small-Mid Cap Fund Class C) |
26.55%
Mar 2003 - Mar 2006 |
19.58%
Oct 2002 - Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart