Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VZGRX (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) | 5.38% | 7.93% | 21.73% | 3.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VZGRX (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) | 10/21/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 7.93 | 21.73 | 3.83 | NA | NA | NA | … | … | 5.38 | 12.96 | 35.93 | 65.74 | -55.25 | -9.82 | 16.78 |
| Sharpe Ratio | NA | 0.35 | 0.78 | 0.03 | NA | NA | NA | … | … | 0.53 | 0.34 | 1.34 | 2.31 | -0.97 | -0.29 | 3.49 |
| Standard Deviation(%) | NA | 22.99 | 26.64 | 36.04 | NA | NA | NA | … | … | 26.81 | 30.67 | 24.10 | 27.11 | 58.42 | 34.18 | 34.96 |
| Draw Down(%) | NA | 26.14 | 30.24 | 63.64 | NA | NA | NA | … | … | 21.49 | 28.90 | 13.86 | 20.20 | 57.50 | 32.44 | 9.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.38 | 0.19 | 0.13 | 0.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.81 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZGRX (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) |
-12.83%
Nov 2020 – Nov 2023 |
-2.13%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZGRX (Virtus Zevenbergen Innovative Growth Stock Fund Class R6) |
35.46%
Dec 2022 – Dec 2025 |
3.73%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart