Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WWOCX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS C) | NA | 20.21% | 3.29% | -6.84% | 0.26% | 5.88% | 2.87% | 1.03% |
Data as of 03/18/2024, AR inception is 05/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWOCX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS C) | 05/12/2000 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.21 | 3.29 | -6.84 | 0.26 | 5.88 | 2.87 | 1.03 | 5.30 | 18.75 | -21.68 | 12.79 | -44.94 | 26.45 | -6.01 | 28.25 | 3.59 | 3.68 | 5.64 | 15.02 | 18.47 | 4.70 | 14.73 | 16.62 | -44.11 | 7.71 | 20.44 | 7.80 | 14.89 | 26.07 | -18.35 | -22.31 | -12.30 |
| Sharpe Ratio | NA | 1.62 | 0.07 | -0.21 | -0.03 | NA | NA | -0.01 | 2.13 | 1.30 | -1.02 | 1.01 | -0.55 | 2.46 | -0.51 | 4.18 | 0.28 | 0.27 | 0.53 | 1.36 | 1.49 | 0.25 | 1.04 | 0.87 | -1.10 | 0.27 | 1.43 | 0.63 | 1.20 | 1.82 | -1.03 | -1.47 | -1.04 |
| Standard Deviation(%) | NA | 10.65 | 16.14 | 39.21 | 28.96 | NA | NA | 23.46 | 11.34 | 11.29 | 22.69 | 12.65 | 82.19 | 10.20 | 14.55 | 6.64 | 12.16 | 13.75 | 10.51 | 11.04 | 12.46 | 18.83 | 14.11 | 19.04 | 40.90 | 17.62 | 12.10 | 8.92 | 11.60 | 13.96 | 18.90 | 16.98 | 21.91 |
| Draw Down(%) | NA | 10.56 | 30.18 | 67.65 | 67.65 | NA | NA | 67.65 | 2.08 | 10.56 | 29.90 | 6.80 | 67.65 | 5.35 | 16.34 | 2.59 | 8.87 | 10.46 | 7.70 | 8.81 | 10.97 | 13.78 | 11.69 | 22.46 | 54.31 | 12.71 | 13.57 | 6.69 | 8.93 | 17.55 | 30.13 | 33.88 | 20.27 |
| Yield(%) | 0.00 | 6.27 | 11.91 | 5.17 | 5.59 | 8.57 | 5.11 | 3.19 | 3.20 | 2.84 | 9.94 | 23.13 | 1.35 | 2.94 | 11.63 | 7.77 | 0.68 | 0.00 | 0.21 | 0.10 | 0.00 | 0.00 | 0.53 | 0.89 | 0.23 | 9.60 | 0.69 | 0.49 | 0.66 | 0.45 | 0.00 | 0.00 | 0.00 |
Data as of 03/18/2024, AR inception is 05/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOCX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS C) |
-22.01%
Sep 2019 - Sep 2022 |
-11.07%
Sep 2017 - Sep 2022 |
-3.47%
Jun 2000 - Jun 2010 |
-1.60%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOCX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS C) |
23.26%
Mar 2003 - Mar 2006 |
18.28%
Feb 2009 - Feb 2014 |
12.94%
Apr 2009 - Apr 2019 |
8.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart