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VKIIX: Virtus KAR International Small-Mid Cap Fund II Class I (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/29/2005 |
| Last Dividend Date: | 12/10/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/29/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 30.1 | 3.1 | 6.1 | 7.4 | 4.2 | 17.4 | 48.2 | -47.2 | 17.8 | 25.0 | 7.3 |
| Sharpe Ratio | NA | 2.02 | 0.1 | 0.2 | 0.26 | 0.8 | 0.95 | 1.99 | -1.25 | 0.78 | 1.61 | 1.72 |
| Draw Down(%) | NA | 6.8 | 51.1 | 59.7 | 59.7 | 6.5 | 13.5 | 21.2 | 57.3 | 13.4 | 17.0 | 5.4 |
| Standard Deviation(%) | NA | 14.9 | 27.8 | 24.5 | 23.1 | 12.5 | 18.3 | 24.2 | 38.4 | 18.9 | 13.6 | 11.9 |
| Treynor Ratio | NA | 0.39 | 0.04 | 0.06 | 0.07 | 0.15 | 0.21 | 0.6 | -0.57 | 0.16 | 0.27 | 0.24 |
| Alpha | NA | 0.0 | -0.02 | -0.03 | -0.01 | 0.01 | 0.02 | 0.04 | -0.06 | 0.01 | 0.01 | -0.02 |
| Beta | NA | 0.77 | 0.82 | 0.84 | 0.83 | 0.68 | 0.82 | 0.8 | 0.84 | 0.92 | 0.82 | 0.84 |
| RSquared | NA | 0.9 | 0.94 | 0.92 | 0.91 | 0.8 | 0.94 | 0.93 | 0.94 | 0.88 | 0.82 | 0.67 |
| Yield(%) | N/A | 0.0 | 0.7 | 6.4 | N/A | 0.0 | 0.0 | 0.7 | 1.3 | 15.0 | 14.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -70.8 | -90.9 | 13.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2005
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