Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) | 20.83% | 19.08% | 15.75% | 7.72% | 8.69% | NA | NA | 9.16% |
Data as of 07/11/2025, AR inception is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) | 11/28/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 19.08 | 15.75 | 7.72 | 8.69 | NA | NA | 9.16 | 20.83 | 4.20 | 22.44 | -34.31 | 5.95 | 24.47 | 27.66 | -6.67 | 28.67 | 21.16 | -0.78 | -2.42 |
| Sharpe Ratio | NA | 1.34 | 0.80 | 0.35 | 0.46 | NA | NA | 0.48 | 2.64 | 0.05 | 1.42 | -1.48 | 0.49 | 0.90 | 2.73 | -0.77 | 4.38 | 1.75 | -0.07 | -3.19 |
| Standard Deviation(%) | NA | 14.75 | 15.70 | 16.17 | 15.48 | NA | NA | 15.21 | 16.87 | 12.04 | 13.37 | 24.27 | 12.02 | 26.88 | 9.60 | 10.54 | 6.43 | 11.96 | 11.11 | 7.69 |
| Draw Down(%) | NA | 10.89 | 22.99 | 50.24 | 50.24 | NA | NA | 50.24 | 10.16 | 8.54 | 15.61 | 46.21 | 12.39 | 37.28 | 6.79 | 17.71 | 2.47 | 11.30 | 18.49 | 4.40 |
| Yield(%) | 0.00 | 2.01 | 0.87 | 2.99 | 3.46 | 2.79 | 2.09 | 4.19 | 0.00 | 2.16 | 0.00 | 0.00 | 8.29 | 1.52 | 2.54 | 1.34 | 2.39 | 3.40 | 3.40 | 9.15 |
Data as of 07/11/2025, AR inception is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) |
-7.95%
Apr 2021 - Apr 2024 |
-2.12%
Sep 2017 - Sep 2022 |
7.14%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) |
19.94%
Feb 2016 - Feb 2019 |
19.52%
Feb 2016 - Feb 2021 |
8.63%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart