Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) | -8.75% | -9.65% | 5.23% | -0.15% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) | 05/07/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.60 | -9.65 | 5.23 | -0.15 | NA | NA | NA | … | … | -8.75 | 3.75 | 9.89 | 27.17 | -25.69 | 8.31 | 31.26 | 11.23 |
| Sharpe Ratio | NA | -0.62 | 0.18 | -0.11 | NA | NA | NA | … | … | -1.02 | 0.05 | 0.49 | 1.71 | -0.99 | 0.59 | 1.02 | 1.37 |
| Standard Deviation(%) | NA | 14.42 | 15.38 | 18.28 | NA | NA | NA | … | … | 17.31 | 18.21 | 12.86 | 13.87 | 27.50 | 14.10 | 30.25 | 11.87 |
| Draw Down(%) | NA | 19.38 | 19.38 | 37.07 | NA | NA | NA | … | … | 18.25 | 17.85 | 6.91 | 10.33 | 33.02 | 10.85 | 29.35 | 6.43 |
| Yield(%) | 0.00 | 11.19 | 12.30 | 7.37 | 6.04 | 4.03 | 3.02 | … | … | 0.00 | 11.75 | 22.91 | 0.00 | 1.83 | 7.03 | 4.00 | 0.06 |
Data as of 06/10/2026, Common starting date is 05/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) |
-1.78%
Apr 2021 – Apr 2024 |
-0.15%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGARX (Virtus SGA Global Growth R6 Class) |
16.48%
Sep 2022 – Sep 2025 |
10.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart