Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKIIX (Virtus KAR International Small-Mid Cap Fund II Class I) | NA | 30.14% | 3.35% | 6.13% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKIIX (Virtus KAR International Small-Mid Cap Fund II Class I) | 08/29/2005 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.14 | 3.35 | 6.13 | NA | NA | NA | … | … | 4.17 | 17.40 | 48.19 | -47.20 | 17.76 | 25.03 | 7.33 |
| Sharpe Ratio | NA | 2.02 | 0.10 | 0.20 | NA | NA | NA | … | … | 0.80 | 0.95 | 1.99 | -1.25 | 0.78 | 1.61 | 1.72 |
| Standard Deviation(%) | NA | 14.88 | 27.81 | 24.53 | NA | NA | NA | … | … | 12.46 | 18.31 | 24.22 | 38.36 | 18.89 | 13.57 | 11.91 |
| Draw Down(%) | NA | 6.82 | 51.06 | 59.73 | NA | NA | NA | … | … | 6.48 | 13.48 | 21.20 | 57.26 | 13.41 | 16.98 | 5.44 |
| Yield(%) | 0.00 | 0.00 | 0.67 | 6.40 | 3.60 | 2.40 | 1.80 | … | … | 0.00 | 0.00 | 0.74 | 1.35 | 14.99 | 14.37 | 0.00 |
Data as of 06/07/2011, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKIIX (Virtus KAR International Small-Mid Cap Fund II Class I) |
-13.99%
Feb 2006 – Feb 2009 |
4.97%
Mar 2006 – Mar 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKIIX (Virtus KAR International Small-Mid Cap Fund II Class I) |
4.16%
Apr 2008 – Apr 2011 |
6.50%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart