Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VVERX (Virtus Ceredex Small-Cap Value Equity Fund Class R6) | -2.71% | -3.00% | 10.16% | 12.37% | NA | NA | NA | 6.77% |
Data as of 07/18/2025, AR inception is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVERX (Virtus Ceredex Small-Cap Value Equity Fund Class R6) | 03/04/2019 | 07/18/2025 |
| 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 (%) | -0.69 | -3.00 | 10.16 | 12.37 | NA | NA | NA | 6.77 | -2.71 | 8.80 | 14.70 | -9.50 | 27.87 | 1.19 | 4.20 |
| Sharpe Ratio | NA | -0.26 | 0.33 | 0.49 | NA | NA | NA | 0.18 | -0.30 | 0.30 | 0.61 | -0.45 | 1.60 | 0.02 | 0.22 |
| Standard Deviation(%) | NA | 23.54 | 20.65 | 20.47 | NA | NA | NA | 24.56 | 26.47 | 17.32 | 18.15 | 24.65 | 17.39 | 41.31 | 16.51 |
| Draw Down(%) | NA | 28.73 | 28.73 | 28.73 | NA | NA | NA | 46.42 | 24.68 | 10.76 | 13.99 | 22.45 | 8.88 | 46.42 | 11.09 |
| Yield(%) | 0.00 | 11.10 | 14.15 | 15.19 | 6.53 | 4.35 | 3.26 | 10.88 | 0.00 | 13.00 | 14.69 | 16.30 | 20.20 | 1.46 | 5.73 |
Data as of 07/18/2025, AR inception is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVERX (Virtus Ceredex Small-Cap Value Equity Fund Class R6) |
1.60%
Sep 2019 - Sep 2022 |
6.04%
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 |
|---|---|---|---|---|
| VVERX (Virtus Ceredex Small-Cap Value Equity Fund Class R6) |
22.47%
Mar 2020 - Mar 2023 |
15.31%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart