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JVIAX: VIRTUS FOREIGN OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/26/1990 |
| Last Dividend Date: | 03/06/2024 |
| 12-Mo. Yield | 22.60% |
| Expenses | 2.05% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/1990 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 291.0 | 85.5 | 57.2 | 28.4 | 24.0 | 18.2 | 13.9 | 228.7 | 21.8 | -21.4 | 101.2 | 31.7 | 27.5 | -12.8 | 32.3 | -4.4 | 3.1 | 2.4 | 5.4 | 19.8 | 0.3 | 12.8 | 22.2 | -41.9 | 19.0 | 29.1 | 16.6 | 28.2 | 30.2 | -7.9 | -29.2 | -18.4 | 46.5 | 16.8 | 9.2 | 17.0 | 10.9 | -5.3 | 40.8 | -2.4 | 18.8 | 1.0 |
| Sharpe Ratio | NA | 2.76 | 1.18 | 0.98 | 0.67 | NA | NA | 0.46 | 139.95 | 1.44 | -1.0 | 1.66 | 0.99 | 2.54 | -1.09 | 4.45 | -0.32 | 0.23 | 0.25 | 0.48 | 1.58 | 0.01 | 0.89 | 1.1 | -1.09 | 0.87 | 2.18 | 1.6 | 2.53 | 2.65 | -0.57 | -1.63 | -1.21 | 2.94 | 0.67 | 0.43 | 1.69 | 0.72 | -1.01 | 5.45 | -0.6 | 1.09 | 22.17 |
| Draw Down(%) | NA | 13.8 | 30.9 | 32.0 | 32.0 | NA | NA | 54.0 | 2.9 | 13.8 | 30.9 | 8.5 | 32.0 | 4.8 | 19.7 | 3.1 | 12.5 | 10.7 | 9.5 | 11.2 | 10.5 | 16.5 | 11.9 | 20.4 | 51.4 | 12.2 | 13.4 | 5.6 | 7.9 | 14.0 | 19.7 | 38.4 | 24.1 | 8.7 | 28.3 | 11.8 | 6.7 | 9.0 | 11.7 | 3.7 | 12.3 | 7.1 | 0.0 |
| Standard Deviation(%) | NA | 104.2 | 70.9 | 57.0 | 41.2 | NA | NA | 26.2 | 227.7 | 12.7 | 22.9 | 60.9 | 31.5 | 10.2 | 13.2 | 7.1 | 14.6 | 13.6 | 9.4 | 11.2 | 12.7 | 19.3 | 14.3 | 20.1 | 39.2 | 18.2 | 11.8 | 9.0 | 10.8 | 11.1 | 15.8 | 19.7 | 18.7 | 14.7 | 19.8 | 12.7 | 7.8 | 9.6 | 8.3 | 7.1 | 8.1 | 13.5 | 6.1 |
| Treynor Ratio | NA | -14.46 | 1.9 | 0.99 | 0.46 | NA | NA | 0.17 | -100.78 | 0.34 | -0.39 | 2.51 | 0.37 | 0.43 | -0.22 | 0.5 | -0.06 | 0.04 | 0.04 | 0.07 | 0.3 | 0.0 | 0.21 | 0.35 | -0.5 | 0.18 | 0.36 | 0.21 | 0.4 | 0.44 | -0.15 | -0.4 | -0.25 | 0.45 | 0.14 | 0.07 | 0.13 | 0.08 | -0.12 | 0.58 | -0.09 | 0.22 | 3.71 |
| Alpha | NA | 0.85 | 0.37 | 0.23 | 0.11 | NA | NA | 0.04 | 3.99 | 0.04 | -0.03 | 0.34 | -0.05 | 0.03 | -0.02 | 0.02 | -0.02 | 0.01 | 0.02 | -0.04 | 0.02 | 0.04 | 0.01 | -0.01 | -0.02 | 0.02 | 0.03 | 0.02 | 0.05 | 0.02 | 0.01 | -0.07 | -0.05 | 0.06 | 0.0 | 0.02 | 0.01 | -0.01 | -0.03 | 0.04 | 0.0 | 0.05 | 0.21 |
| Beta | NA | -0.2 | 0.44 | 0.56 | 0.6 | NA | NA | 0.7 | -3.16 | 0.54 | 0.59 | 0.4 | 0.84 | 0.61 | 0.64 | 0.63 | 0.75 | 0.76 | 0.65 | 0.74 | 0.67 | 0.65 | 0.62 | 0.64 | 0.86 | 0.89 | 0.71 | 0.68 | 0.69 | 0.67 | 0.6 | 0.8 | 0.91 | 0.95 | 0.95 | 0.83 | 1.01 | 0.88 | 0.68 | 0.66 | 0.52 | 0.68 | 0.36 |
| RSquared | NA | 0.0 | 0.01 | 0.03 | 0.04 | NA | NA | 0.13 | 0.02 | 0.54 | 0.74 | 0.02 | 0.68 | 0.75 | 0.82 | 0.64 | 0.81 | 0.8 | 0.74 | 0.78 | 0.83 | 0.92 | 0.88 | 0.84 | 0.94 | 0.9 | 0.81 | 0.62 | 0.69 | 0.7 | 0.7 | 0.67 | 0.76 | 0.76 | 0.87 | 0.87 | 0.82 | 0.69 | 0.62 | 0.63 | 0.54 | 0.62 | 0.95 |
| Yield(%) | N/A | 22.6 | 25.7 | 23.6 | 14.2 | 19.3 | 14.8 | N/A | 12.6 | 9.3 | 0.1 | 59.6 | 20.8 | 8.8 | 15.5 | 0.2 | 0.9 | 0.9 | 0.9 | 0.7 | 1.2 | 1.5 | 1.7 | 1.5 | 0.6 | 3.0 | 3.7 | 8.6 | 2.8 | 4.7 | 0.0 | 2.5 | 13.5 | 6.3 | 5.3 | 9.9 | 10.4 | 5.4 | 0.5 | 0.0 | 1.1 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | 16543.3 | 75.7 | 425.4 | 685.0 | 169.5 | N/A | N/A | 49.6 | 6569.0 | -99.8 | 207.2 | 183.4 | -59.7 | 8300.6 | -73.7 | -0.4 | 9.1 | 28.3 | -32.3 | -20.4 | -0.6 | 32.8 | 35.3 | -74.7 | -2.8 | -51.7 | 272.1 | -24.1 | N/A | -100.0 | -87.7 | 194.5 | 35.2 | -46.1 | -0.6 | 105.7 | 987.5 | N/A | -100.0 | 6900.0 | -96.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1990
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