Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWMAX (VIRTUS WEALTH MASTERS FUND CLASS A) | NA | -2.49% | 2.28% | 3.59% | NA | NA | NA | 8.46% |
Data as of 08/19/2020, AR inception is 09/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWMAX (VIRTUS WEALTH MASTERS FUND CLASS A) | 09/06/2012 | 08/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -2.49 | 2.28 | 3.59 | NA | NA | NA | 8.46 | -12.34 | 19.62 | -21.24 | 18.04 | 15.36 | -7.72 | 5.57 | 38.41 | 2.33 |
| Sharpe Ratio | NA | -0.07 | 0.04 | 0.12 | NA | NA | NA | 0.34 | -0.37 | 1.20 | -1.16 | 1.78 | 0.82 | -0.47 | 0.41 | 3.02 | 0.63 |
| Standard Deviation(%) | NA | 41.80 | 27.12 | 23.60 | NA | NA | NA | 20.33 | 51.66 | 15.24 | 19.49 | 9.80 | 18.51 | 16.35 | 13.68 | 12.72 | 12.08 |
| Draw Down(%) | NA | 43.66 | 43.66 | 43.66 | NA | NA | NA | 43.66 | 43.66 | 9.32 | 30.42 | 5.04 | 16.50 | 16.31 | 11.48 | 6.47 | 7.48 |
| Yield(%) | 0.00 | 5.49 | 4.78 | 3.62 | 3.04 | 2.03 | 1.52 | 4.34 | 0.00 | 6.68 | 6.46 | 0.95 | 0.76 | 1.85 | 2.21 | 0.09 | 1.36 |
Data as of 08/19/2020, AR inception is 09/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWMAX (VIRTUS WEALTH MASTERS FUND CLASS A) |
-7.35%
Mar 2017 - Mar 2020 |
-2.88%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWMAX (VIRTUS WEALTH MASTERS FUND CLASS A) |
13.68%
Sep 2015 - Sep 2018 |
12.92%
Dec 2012 - Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart