Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) | -12.25% | -8.05% | -1.08% | -11.68% | -1.94% | -0.73% | 2.58% | … | … |
Data as of 06/08/2026, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) | 12/15/1999 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.23 | -8.05 | -1.08 | -11.68 | -1.94 | -0.73 | 2.58 | … | … | -12.25 | 21.13 | -8.44 | 0.00 | -23.52 | -24.44 | 15.29 | 18.07 | -14.72 | 34.10 | 1.17 | -8.76 | 5.23 | -6.58 | 19.62 | -3.12 | 27.81 | 46.91 | -47.17 | 37.54 | 29.40 | 31.07 | 19.66 | 50.87 | -2.22 | -0.74 | -28.81 | 12.10 |
| Sharpe Ratio | NA | -0.67 | -0.29 | -0.80 | -0.19 | NA | NA | … | … | -1.60 | 1.24 | -0.88 | -0.31 | -1.25 | -0.96 | 0.52 | 1.48 | -1.10 | 4.00 | 0.07 | -0.62 | 0.47 | -0.50 | 1.70 | -0.17 | 1.86 | 2.07 | -1.13 | 1.48 | 1.53 | 2.45 | 1.21 | 4.01 | -0.24 | -0.18 | -1.65 | 137.35 |
| Standard Deviation(%) | NA | 14.79 | 14.41 | 17.99 | 17.58 | NA | NA | … | … | 17.97 | 14.74 | 13.73 | 12.06 | 19.99 | 25.49 | 28.70 | 11.23 | 14.68 | 8.41 | 14.01 | 14.10 | 11.12 | 13.34 | 11.60 | 18.30 | 14.92 | 22.65 | 42.33 | 23.30 | 17.03 | 11.75 | 15.44 | 12.49 | 14.13 | 18.24 | 20.00 | 9.21 |
| Draw Down(%) | NA | 17.26 | 17.77 | 52.87 | 55.43 | NA | NA | … | … | 17.26 | 11.45 | 11.56 | 16.83 | 30.37 | 33.50 | 32.84 | 7.52 | 25.54 | 3.58 | 14.96 | 17.68 | 12.46 | 19.68 | 10.81 | 16.76 | 10.20 | 17.23 | 56.54 | 17.87 | 23.93 | 10.16 | 18.47 | 10.94 | 25.57 | 29.90 | 35.82 | 0.00 |
| Yield(%) | 0.00 | 1.94 | 0.68 | 0.38 | 0.97 | 1.05 | 4.87 | … | … | 0.00 | 2.24 | 0.00 | 0.00 | 0.00 | 0.80 | 0.41 | 2.07 | 2.84 | 0.48 | 0.37 | 0.63 | 1.84 | 0.80 | 1.04 | 1.29 | 0.78 | 0.66 | 7.19 | 49.55 | 28.46 | 17.07 | 9.45 | 0.25 | 0.00 | 0.28 | 0.00 | 0.28 |
Data as of 06/08/2026, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) |
-20.26%
May 2021 – May 2024 |
-11.09%
May 2021 – May 2026 |
-3.10%
Jun 2014 – Jun 2024 |
-1.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEMZX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS A) |
40.78%
Mar 2003 – Mar 2006 |
35.48%
Oct 2002 – Oct 2007 |
18.00%
Mar 2003 – Mar 2013 |
13.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart