Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHRAX (VIRTUS REAL ESTATE SECURITIES FUND CLASS A) | 15.53% | 13.84% | 11.40% | 1.37% | 4.81% | 6.94% | 5.64% | … | … |
Data as of 06/10/2026, Common starting date is 02/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHRAX (VIRTUS REAL ESTATE SECURITIES FUND CLASS A) | 02/28/1995 | 06/10/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.39 | 13.84 | 11.40 | 1.37 | 4.81 | 6.94 | 5.64 | … | … | 15.53 | 0.23 | 10.47 | 10.98 | -32.86 | 42.13 | -5.52 | 27.09 | -7.41 | 5.64 | 6.41 | 2.18 | 31.45 | 0.21 | 16.50 | 9.62 | 27.53 | 24.95 | -37.68 | -16.07 | 36.33 | 14.45 | 33.27 | 37.45 | 11.35 | 6.17 | 31.96 | 4.12 | -20.11 | 21.83 | 31.05 | 12.70 |
| Sharpe Ratio | NA | 0.89 | 0.49 | -0.04 | 0.14 | NA | NA | … | … | 2.43 | -0.16 | 0.44 | 0.37 | -1.27 | 2.67 | -0.13 | 2.04 | -0.52 | 0.21 | 0.37 | 0.12 | 2.76 | 0.01 | 1.22 | 0.32 | 0.99 | 0.38 | -0.54 | -0.73 | 2.25 | 0.78 | 1.87 | 3.38 | 0.74 | 0.38 | 2.58 | 0.07 | -1.55 | 1.83 | 4.34 | 1.69 |
| Standard Deviation(%) | NA | 13.03 | 16.53 | 19.43 | 22.46 | NA | NA | … | … | 14.14 | 17.05 | 15.69 | 19.85 | 27.02 | 15.79 | 43.18 | 12.58 | 16.97 | 24.28 | 16.81 | 17.60 | 11.40 | 15.58 | 13.60 | 30.22 | 27.81 | 64.79 | 71.44 | 26.46 | 14.68 | 15.54 | 17.23 | 10.85 | 13.82 | 10.06 | 10.77 | 11.15 | 15.19 | 9.88 | 6.26 | 6.69 |
| Draw Down(%) | NA | 7.83 | 18.86 | 39.41 | 42.00 | NA | NA | … | … | 7.83 | 15.31 | 10.36 | 20.52 | 33.94 | 7.34 | 42.00 | 6.15 | 14.73 | 15.05 | 14.92 | 16.03 | 7.32 | 17.52 | 8.97 | 23.21 | 16.09 | 40.52 | 61.76 | 28.50 | 9.85 | 10.83 | 18.50 | 5.84 | 14.55 | 9.85 | 6.38 | 16.33 | 27.69 | 8.21 | 5.74 | 4.88 |
| Yield(%) | 0.00 | 5.51 | 8.51 | 4.28 | 7.17 | 8.62 | 6.90 | … | … | 0.37 | 5.66 | 8.45 | 12.21 | 0.94 | 1.89 | 1.81 | 22.89 | 15.07 | 16.45 | 18.88 | 16.78 | 7.39 | 7.26 | 1.03 | 0.94 | 1.49 | 0.48 | 1.21 | 3.85 | 6.25 | 4.33 | 9.13 | 5.20 | 4.91 | 8.41 | 3.59 | 5.25 | 3.91 | 10.96 | 5.85 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRAX (VIRTUS REAL ESTATE SECURITIES FUND CLASS A) |
-25.27%
Mar 2006 – Mar 2009 |
-8.17%
Mar 2004 – Mar 2009 |
3.36%
Jan 2007 – Jan 2017 |
4.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRAX (VIRTUS REAL ESTATE SECURITIES FUND CLASS A) |
41.74%
Mar 2009 – Mar 2012 |
28.22%
Jan 2002 – Jan 2007 |
17.59%
Nov 1996 – Nov 2006 |
13.53%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart