Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNLCX (Virtus SGA New Leaders Growth Fund Class C) | NA | 9.47% | -9.36% | NA | NA | NA | NA | -7.73% |
Data as of 01/17/2024, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNLCX (Virtus SGA New Leaders Growth Fund Class C) | 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 | 9.47 | -9.36 | NA | NA | NA | NA | -7.73 | -1.21 | 19.91 | -35.19 | -3.12 | 5.39 |
| Sharpe Ratio | NA | 0.30 | -0.48 | NA | NA | NA | NA | -0.42 | -3.71 | 0.95 | -1.17 | -0.19 | 5.47 |
| Standard Deviation(%) | NA | 16.17 | 22.70 | NA | NA | NA | NA | 22.31 | 7.53 | 16.61 | 31.47 | 16.79 | 11.03 |
| Draw Down(%) | NA | 16.49 | 47.85 | NA | NA | NA | NA | 47.85 | 1.51 | 16.49 | 41.94 | 14.49 | 1.49 |
| Yield(%) | 0.00 | 0.06 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 | 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 |
|---|---|---|---|---|
| VNLCX (Virtus SGA New Leaders Growth Fund Class C) |
-9.03%
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 |
|---|---|---|---|---|
| VNLCX (Virtus SGA New Leaders Growth Fund Class C) |
-9.03%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart