Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VNLRX (Virtus SGA New Leaders Growth Fund Class R6) | NA | 10.58% | -8.35% | NA | NA | NA | NA | -6.61% |
Data as of 01/17/2024, AR inception is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNLRX (Virtus SGA New Leaders Growth Fund Class R6) | 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 | 10.58 | -8.35 | NA | NA | NA | NA | -6.61 | -1.26 | 21.37 | -34.39 | -1.89 | 5.59 |
| Sharpe Ratio | NA | 0.39 | -0.43 | NA | NA | NA | NA | -0.37 | -3.66 | 1.05 | -1.14 | -0.11 | 5.73 |
| Standard Deviation(%) | NA | 16.06 | 22.70 | NA | NA | NA | NA | 22.31 | 7.87 | 16.49 | 31.46 | 16.94 | 11.00 |
| Draw Down(%) | NA | 15.81 | 47.13 | NA | NA | NA | NA | 47.13 | 1.58 | 15.81 | 41.43 | 14.17 | 1.49 |
| Yield(%) | 0.00 | 0.19 | 0.04 | 0.03 | 0.01 | 0.01 | 0.01 | 0.05 | 0.08 | 0.11 | 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 |
|---|---|---|---|---|
| VNLRX (Virtus SGA New Leaders Growth Fund Class R6) |
-7.90%
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 |
|---|---|---|---|---|
| VNLRX (Virtus SGA New Leaders Growth Fund Class R6) |
-7.90%
Dec 2020 - Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart