Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNLIX (Virtus SGA New Leaders Growth Fund Class I) | NA | 10.44% | -8.52% | NA | NA | NA | NA | -6.82% |
Data as of 01/17/2024, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNLIX (Virtus SGA New Leaders Growth Fund Class I) | 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 | 10.44 | -8.52 | NA | NA | NA | NA | -6.82 | -1.27 | 21.09 | -34.49 | -2.08 | 5.49 |
| Sharpe Ratio | NA | 0.38 | -0.44 | NA | NA | NA | NA | -0.37 | -3.68 | 1.03 | -1.15 | -0.12 | 5.61 |
| Standard Deviation(%) | NA | 16.09 | 22.69 | NA | NA | NA | NA | 22.30 | 7.89 | 16.52 | 31.43 | 16.90 | 11.00 |
| Draw Down(%) | NA | 15.89 | 47.30 | NA | NA | NA | NA | 47.30 | 1.59 | 15.89 | 41.55 | 14.29 | 1.58 |
| Yield(%) | 0.00 | 0.15 | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.07 | 0.07 | 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 |
|---|---|---|---|---|
| VNLIX (Virtus SGA New Leaders Growth Fund Class I) |
-8.08%
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 |
|---|---|---|---|---|
| VNLIX (Virtus SGA New Leaders Growth Fund Class I) |
-8.08%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart