Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRGOX (Virtus Vontobel Global Opportunities Fund6) | NA | -31.54% | -13.74% | -2.19% | NA | NA | NA | -2.09% |
Data as of 03/18/2024, AR inception is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRGOX (Virtus Vontobel Global Opportunities Fund6) | 01/31/2018 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.54 | -13.74 | -2.19 | NA | NA | NA | -2.09 | -40.16 | 19.33 | -20.92 | 14.28 | 19.19 | 27.91 | -10.45 |
| Sharpe Ratio | NA | -0.61 | -0.41 | -0.11 | NA | NA | NA | -0.12 | -0.78 | 1.35 | -0.98 | 0.50 | 0.62 | 2.60 | -0.85 |
| Standard Deviation(%) | NA | 57.01 | 38.97 | 33.47 | NA | NA | NA | 30.88 | 122.46 | 11.24 | 22.78 | 28.35 | 30.40 | 10.21 | 14.96 |
| Draw Down(%) | NA | 43.12 | 51.88 | 51.88 | NA | NA | NA | 51.88 | 43.12 | 10.24 | 29.18 | 15.94 | 31.24 | 5.23 | 14.71 |
| Yield(%) | 0.00 | 2.68 | 9.27 | 8.50 | 4.71 | 3.14 | 2.36 | 7.85 | 1.31 | 1.26 | 7.62 | 19.01 | 2.39 | 2.85 | 9.76 |
Data as of 03/18/2024, AR inception is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGOX (Virtus Vontobel Global Opportunities Fund6) |
1.65%
Sep 2019 - Sep 2022 |
6.00%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGOX (Virtus Vontobel Global Opportunities Fund6) |
20.33%
Dec 2018 - Dec 2021 |
10.46%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart