Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWMCX (VIRTUS WEALTH MASTERS FUND CLASS C) | NA | -3.17% | 1.35% | 2.73% | NA | NA | NA | 7.47% |
Data as of 08/19/2020, AR inception is 09/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWMCX (VIRTUS WEALTH MASTERS FUND CLASS C) | 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 | -3.17 | 1.35 | 2.73 | NA | NA | NA | 7.47 | -12.71 | 18.19 | -22.09 | 17.26 | 14.51 | -8.49 | 4.86 | 37.34 | 2.09 |
| Sharpe Ratio | NA | -0.09 | 0.01 | 0.08 | NA | NA | NA | 0.30 | -0.38 | 1.11 | -1.20 | 1.71 | 0.77 | -0.52 | 0.36 | 2.93 | 0.56 |
| Standard Deviation(%) | NA | 41.90 | 27.16 | 23.63 | NA | NA | NA | 20.35 | 51.79 | 15.17 | 19.58 | 9.79 | 18.53 | 16.36 | 13.63 | 12.75 | 12.15 |
| Draw Down(%) | NA | 43.71 | 43.71 | 43.71 | NA | NA | NA | 43.71 | 43.71 | 9.38 | 30.79 | 5.09 | 16.50 | 16.50 | 11.61 | 6.57 | 7.67 |
| Yield(%) | 0.00 | 5.38 | 4.61 | 3.32 | 2.72 | 1.81 | 1.36 | 3.88 | 0.00 | 5.97 | 6.63 | 0.96 | 0.00 | 1.67 | 1.90 | 0.09 | 1.12 |
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 |
|---|---|---|---|---|
| VWMCX (VIRTUS WEALTH MASTERS FUND CLASS C) |
-8.19%
Mar 2017 - Mar 2020 |
-3.70%
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 |
|---|---|---|---|---|
| VWMCX (VIRTUS WEALTH MASTERS FUND CLASS C) |
12.84%
Sep 2015 - Sep 2018 |
12.09%
Dec 2012 - Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart