Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRGEX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS R6) | 6.37% | 9.07% | 5.07% | 6.89% | NA | NA | NA | 6.35% |
Data as of 07/11/2025, AR inception is 11/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRGEX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS R6) | 11/08/2016 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 9.07 | 5.07 | 6.89 | NA | NA | NA | 6.35 | 6.37 | 3.87 | 10.45 | -26.67 | 31.92 | -0.64 | 30.30 | -4.57 | 13.20 | -0.92 |
| Sharpe Ratio | NA | 0.67 | 0.10 | 0.26 | NA | NA | NA | 0.24 | 0.71 | 0.02 | 0.40 | -1.23 | 2.56 | -0.02 | 3.30 | -0.51 | 1.65 | -0.39 |
| Standard Deviation(%) | NA | 15.61 | 17.60 | 17.25 | NA | NA | NA | 18.58 | 17.36 | 13.77 | 17.23 | 22.88 | 12.48 | 36.72 | 8.73 | 11.76 | 7.65 | 16.99 |
| Draw Down(%) | NA | 17.30 | 24.17 | 34.54 | NA | NA | NA | 41.56 | 11.93 | 11.94 | 20.39 | 34.54 | 7.54 | 41.56 | 3.75 | 11.50 | 5.04 | 4.40 |
| Yield(%) | 0.00 | 2.70 | 2.24 | 2.72 | 3.03 | 2.02 | 1.51 | 3.79 | 0.00 | 2.73 | 2.84 | 1.00 | 4.41 | 0.66 | 9.68 | 3.28 | 3.43 | 0.00 |
Data as of 07/11/2025, AR inception is 11/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGEX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS R6) |
-5.60%
Dec 2021 - Dec 2024 |
1.93%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGEX (VIRTUS GLOBAL REAL ESTATE SECURITIES FUND CLASS R6) |
19.53%
Dec 2018 - Dec 2021 |
13.03%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart