Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WWOIX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS I) | NA | 21.48% | 4.30% | -1.43% | 3.67% | NA | NA | … | … |
Data as of 03/18/2024, Common starting date is 08/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WWOIX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS I) | 08/09/2012 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.48 | 4.30 | -1.43 | 3.67 | NA | NA | … | … | 5.52 | 19.96 | -20.90 | 13.87 | -29.97 | 28.17 | -5.01 | 29.47 | 4.61 | 4.80 | 6.62 | 16.25 | 8.42 |
| Sharpe Ratio | NA | 1.78 | 0.13 | -0.10 | 0.11 | NA | NA | … | … | 2.56 | 1.41 | -0.98 | 1.09 | -0.49 | 2.62 | -0.44 | 4.36 | 0.36 | 0.35 | 0.63 | 1.47 | 2.19 |
| Standard Deviation(%) | NA | 10.32 | 16.09 | 30.61 | 23.21 | NA | NA | … | … | 9.92 | 11.25 | 22.73 | 12.66 | 61.41 | 10.21 | 14.59 | 6.65 | 12.23 | 13.79 | 10.44 | 11.03 | 10.63 |
| Draw Down(%) | NA | 10.33 | 29.57 | 59.22 | 59.22 | NA | NA | … | … | 2.06 | 10.33 | 29.33 | 6.75 | 59.22 | 5.29 | 15.57 | 2.52 | 8.79 | 10.37 | 7.43 | 8.68 | 5.52 |
| Yield(%) | 0.00 | 4.67 | 9.74 | 5.46 | 5.93 | 5.15 | 3.86 | … | … | 2.31 | 2.17 | 7.63 | 18.99 | 1.41 | 3.19 | 10.20 | 7.17 | 1.14 | 0.50 | 0.89 | 0.88 | 0.64 |
Data as of 03/18/2024, Common starting date is 08/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOIX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS I) |
-14.96%
Sep 2019 – Sep 2022 |
-5.87%
Sep 2017 – Sep 2022 |
2.31%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WWOIX (VIRTUS GLOBAL OPPORTUNITIES FUND CLASS I) |
16.38%
Dec 2016 – Dec 2019 |
12.28%
Jan 2013 – Jan 2018 |
4.06%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart