Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WWOBX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS B) | NA | 14.98% | 5.99% | 9.41% | 3.60% | 5.21% | 5.06% | 5.48% |
Data as of 03/06/2017, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWOBX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS B) | 06/21/1996 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 14.98 | 5.99 | 9.41 | 3.60 | 5.21 | 5.06 | 5.48 | 8.48 | 3.56 | 3.65 | 5.61 | 15.06 | 18.50 | 4.67 | 14.64 | 16.71 | -44.03 | 7.77 | 20.36 | 7.77 | 15.00 | 25.95 | -18.17 | -22.08 | -2.04 | 17.10 | 25.39 | 13.40 | 5.03 |
| Sharpe Ratio | NA | 1.42 | 0.49 | 0.78 | 0.17 | NA | NA | 0.10 | 10.34 | 0.27 | 0.26 | 0.53 | 1.35 | 1.50 | 0.25 | 1.04 | 0.88 | -1.09 | 0.27 | 1.42 | 0.63 | 1.21 | 1.81 | -1.03 | -1.46 | -0.41 | 1.13 | 0.66 | -3.19 | 0.71 |
| Standard Deviation(%) | NA | 9.96 | 11.98 | 12.01 | 19.19 | NA | NA | 17.92 | 5.87 | 12.23 | 13.80 | 10.47 | 11.10 | 12.42 | 18.85 | 13.98 | 18.94 | 40.98 | 17.67 | 12.10 | 8.94 | 11.65 | 13.97 | 18.72 | 16.99 | 14.73 | 12.32 | 33.63 | 13.06 | 8.79 |
| Draw Down(%) | NA | 6.18 | 12.58 | 12.58 | 58.93 | NA | NA | 58.93 | 1.23 | 8.81 | 10.47 | 7.65 | 8.76 | 11.02 | 13.82 | 11.76 | 22.38 | 54.29 | 12.66 | 13.44 | 6.68 | 8.90 | 17.67 | 30.19 | 33.80 | 13.55 | 7.88 | 26.53 | 10.40 | 7.66 |
| Yield(%) | 0.00 | 0.68 | 0.30 | 0.24 | 1.17 | 1.31 | 3.88 | 4.28 | 0.00 | 0.67 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.53 | 0.89 | 0.22 | 9.55 | 0.68 | 0.49 | 0.66 | 0.43 | 0.00 | 0.30 | 11.45 | 15.35 | 24.64 | 13.87 | 7.91 |
Data as of 03/06/2017, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOBX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS B) |
-18.39%
Mar 2000 - Mar 2003 |
-6.81%
Mar 1998 - Mar 2003 |
-3.60%
Apr 1999 - Apr 2009 |
2.34%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOBX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS B) |
23.30%
Mar 2003 - Mar 2006 |
18.36%
Feb 2009 - Feb 2014 |
8.42%
Mar 2003 - Mar 2013 |
5.50%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart