Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRPAX (VIRTUS EQUITY TREND FUND CLASS R6) | NA | -2.64% | -1.10% | -3.15% | NA | NA | NA | … | … |
Data as of 07/24/2023, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRPAX (VIRTUS EQUITY TREND FUND CLASS R6) | 11/28/2014 | 07/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.64 | -1.10 | -3.15 | NA | NA | NA | … | … | -2.64 | -11.13 | 2.86 | -7.74 | 16.93 | -6.44 | 21.04 | -0.57 | -8.43 | -2.80 |
| Sharpe Ratio | NA | -0.62 | -0.27 | -0.33 | NA | NA | NA | … | … | -0.96 | -1.11 | 0.52 | -0.35 | 1.44 | -0.52 | 2.65 | -0.07 | -0.69 | -2.16 |
| Standard Deviation(%) | NA | 10.02 | 8.74 | 13.43 | NA | NA | NA | … | … | 9.62 | 11.31 | 5.49 | 22.45 | 10.85 | 14.90 | 7.73 | 10.96 | 12.19 | 12.88 |
| Draw Down(%) | NA | 11.93 | 19.65 | 26.92 | NA | NA | NA | … | … | 8.37 | 17.16 | 4.06 | 26.92 | 6.54 | 15.46 | 3.35 | 8.72 | 13.20 | 4.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 |
Data as of 07/24/2023, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRPAX (VIRTUS EQUITY TREND FUND CLASS R6) |
-6.17%
Jan 2020 – Jan 2023 |
-3.11%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRPAX (VIRTUS EQUITY TREND FUND CLASS R6) |
9.77%
Dec 2016 – Dec 2019 |
5.29%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart