Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLVAX (VIRTUS LOW VOLATILITY EQUITY FUND CLASS A) | NA | 1.02% | 1.54% | 4.81% | 2.38% | 1.58% | NA | … | … |
Data as of 04/30/2018, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLVAX (VIRTUS LOW VOLATILITY EQUITY FUND CLASS A) | 10/04/2001 | 04/30/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.02 | 1.54 | 4.81 | 2.38 | 1.58 | NA | … | … | -3.16 | 7.86 | -0.59 | 1.33 | 7.30 | 13.64 | 18.25 | -41.47 | 0.76 | 12.46 | 6.99 | 8.15 | 22.68 | -24.49 | 10.14 |
| Sharpe Ratio | NA | 0.00 | 0.11 | 0.41 | 0.16 | NA | NA | … | … | -0.60 | 1.27 | -0.08 | 0.10 | 0.72 | 0.00 | 0.62 | -1.04 | -0.12 | 0.90 | 0.45 | 0.67 | 1.41 | -1.03 | 2.85 |
| Standard Deviation(%) | NA | 11.11 | 10.76 | 10.54 | 10.54 | NA | NA | … | … | 17.55 | 5.73 | 10.41 | 12.42 | 10.09 | 9.11 | 29.09 | 40.48 | 18.89 | 10.18 | 10.63 | 10.74 | 15.55 | 24.83 | 17.09 |
| Draw Down(%) | NA | 9.55 | 11.05 | 11.05 | 11.05 | NA | NA | … | … | 9.55 | 2.68 | 9.04 | 10.55 | 6.96 | 4.20 | 30.15 | 49.28 | 13.17 | 8.22 | 7.41 | 7.65 | 15.99 | 37.88 | 5.43 |
| Yield(%) | 0.00 | 10.44 | 4.18 | 3.25 | 1.63 | 1.08 | 0.82 | … | … | 0.00 | 10.76 | 0.17 | 1.77 | 0.38 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/30/2018, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVAX (VIRTUS LOW VOLATILITY EQUITY FUND CLASS A) |
1.75%
Mar 2015 – Mar 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVAX (VIRTUS LOW VOLATILITY EQUITY FUND CLASS A) |
6.00%
Aug 2013 – Aug 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart