Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVIAX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS A) | NA | 291.01% | 85.53% | 57.21% | 28.32% | 24.04% | 18.19% | … | … |
Data as of 03/15/2024, Common starting date is 12/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVIAX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS A) | 12/26/1990 | 03/15/2024 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 291.01 | 85.53 | 57.21 | 28.32 | 24.04 | 18.19 | … | … | 228.74 | 21.80 | -21.38 | 101.21 | 31.70 | 27.53 | -12.85 | 32.33 | -4.42 | 3.11 | 2.37 | 5.42 | 19.82 | 0.26 | 12.78 | 22.17 | -41.93 | 18.98 | 29.08 | 16.58 | 28.23 | 30.16 | -7.92 | -29.20 | -18.36 | 46.50 | 16.77 | 9.18 | 16.98 | 10.89 | -5.31 | 40.80 | -2.37 | 18.76 | 1.04 |
| Sharpe Ratio | NA | 2.76 | 1.18 | 0.98 | 0.67 | NA | NA | … | … | 139.95 | 1.44 | -1.00 | 1.66 | 0.99 | 2.54 | -1.09 | 4.45 | -0.32 | 0.23 | 0.25 | 0.48 | 1.58 | 0.01 | 0.89 | 1.10 | -1.09 | 0.87 | 2.18 | 1.60 | 2.53 | 2.65 | -0.57 | -1.63 | -1.21 | 2.94 | 0.67 | 0.43 | 1.69 | 0.72 | -1.01 | 5.45 | -0.60 | 1.09 | 22.17 |
| Standard Deviation(%) | NA | 104.20 | 70.94 | 56.98 | 41.17 | NA | NA | … | … | 227.68 | 12.72 | 22.91 | 60.90 | 31.50 | 10.24 | 13.16 | 7.15 | 14.56 | 13.61 | 9.39 | 11.17 | 12.66 | 19.27 | 14.26 | 20.12 | 39.17 | 18.20 | 11.84 | 8.96 | 10.76 | 11.12 | 15.78 | 19.75 | 18.73 | 14.68 | 19.81 | 12.66 | 7.80 | 9.60 | 8.31 | 7.05 | 8.07 | 13.52 | 6.05 |
| Draw Down(%) | NA | 13.84 | 30.90 | 31.98 | 31.98 | NA | NA | … | … | 2.92 | 13.84 | 30.90 | 8.52 | 31.98 | 4.81 | 19.74 | 3.08 | 12.48 | 10.71 | 9.52 | 11.20 | 10.48 | 16.54 | 11.91 | 20.40 | 51.41 | 12.21 | 13.36 | 5.65 | 7.91 | 14.00 | 19.66 | 38.44 | 24.08 | 8.71 | 28.27 | 11.81 | 6.65 | 9.00 | 11.73 | 3.69 | 12.31 | 7.15 | 0.00 |
| Yield(%) | 0.00 | 22.60 | 25.69 | 23.64 | 14.19 | 19.28 | 14.79 | … | … | 12.59 | 9.27 | 0.11 | 59.55 | 20.76 | 8.84 | 15.53 | 0.25 | 0.90 | 0.91 | 0.85 | 0.68 | 1.19 | 1.49 | 1.65 | 1.48 | 0.65 | 2.95 | 3.74 | 8.55 | 2.82 | 4.67 | 0.00 | 2.51 | 13.50 | 6.29 | 5.27 | 9.86 | 10.41 | 5.39 | 0.47 | 0.00 | 1.10 | 0.02 | 0.47 |
Data as of 03/15/2024, Common starting date is 12/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVIAX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS A) |
-20.51%
Feb 2000 – Feb 2003 |
-5.52%
Mar 1998 – Mar 2003 |
1.19%
Feb 2000 – Feb 2010 |
3.39%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVIAX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS A) |
50.07%
Dec 2018 – Dec 2021 |
31.27%
Dec 2016 – Dec 2021 |
17.38%
Dec 2011 – Dec 2021 |
14.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart