Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTAIX (Virtus Tactical Allocation Fund Class I) | 7.37% | 11.87% | 13.45% | 6.56% | NA | NA | NA | 10.77% |
Data as of 07/23/2025, AR inception is 01/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTAIX (Virtus Tactical Allocation Fund Class I) | 01/29/2019 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 11.87 | 13.45 | 6.56 | NA | NA | NA | 10.77 | 7.37 | 14.61 | 22.60 | -28.27 | 6.87 | 31.40 | 21.54 |
| Sharpe Ratio | NA | 0.72 | 0.87 | 0.32 | NA | NA | NA | 0.54 | 0.74 | 1.11 | 1.75 | -1.38 | 0.55 | 1.49 | 2.49 |
| Standard Deviation(%) | NA | 11.80 | 12.69 | 14.27 | NA | NA | NA | 14.97 | 13.33 | 9.93 | 10.89 | 21.59 | 12.48 | 20.86 | 8.84 |
| Draw Down(%) | NA | 11.41 | 15.49 | 36.38 | NA | NA | NA | 36.38 | 10.52 | 6.13 | 10.73 | 33.02 | 7.52 | 24.46 | 4.85 |
| Yield(%) | 0.00 | 12.27 | 8.08 | 6.41 | 4.53 | 3.02 | 2.27 | 7.55 | 0.31 | 13.97 | 2.58 | 5.08 | 7.78 | 2.87 | 2.96 |
Data as of 07/23/2025, AR inception is 01/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTAIX (Virtus Tactical Allocation Fund Class I) |
-2.99%
Oct 2020 - Oct 2023 |
6.78%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTAIX (Virtus Tactical Allocation Fund Class I) |
15.18%
Jun 2022 - Jun 2025 |
10.02%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart