Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNLAX (Virtus SGA New Leaders Growth Fund Class A) | NA | 9.93% | -8.79% | NA | NA | NA | NA | -7.09% |
Data as of 01/17/2024, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNLAX (Virtus SGA New Leaders Growth Fund Class A) | 11/19/2020 | 01/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.93 | -8.79 | NA | NA | NA | NA | -7.09 | -1.28 | 20.77 | -34.69 | -2.37 | 5.49 |
| Sharpe Ratio | NA | 0.35 | -0.46 | NA | NA | NA | NA | -0.39 | -4.01 | 1.01 | -1.15 | -0.14 | 5.63 |
| Standard Deviation(%) | NA | 16.04 | 22.66 | NA | NA | NA | NA | 22.27 | 7.31 | 16.51 | 31.40 | 16.89 | 10.96 |
| Draw Down(%) | NA | 16.10 | 47.34 | NA | NA | NA | NA | 47.34 | 1.47 | 16.10 | 41.57 | 14.24 | 1.58 |
| Yield(%) | 0.00 | 0.08 | 0.02 | 0.01 | 0.01 | 0.00 | 0.00 | 0.02 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/17/2024, AR inception is 11/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNLAX (Virtus SGA New Leaders Growth Fund Class A) |
-8.34%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNLAX (Virtus SGA New Leaders Growth Fund Class A) |
-8.34%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart