Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/26/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMIVX (VIRTUS CONTRARIAN VALUE FUND CLASS A) | NA | 13.93% | 4.88% | 8.09% | 7.13% | 10.22% | NA | 8.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIVX (VIRTUS CONTRARIAN VALUE FUND CLASS A) | 07/28/1998 | 01/26/2018 |
The return data shown below all have the same latest date: 01/26/2018.
AR inception is since 07/28/1998.
AR inception is since 07/28/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.93 | 4.88 | 8.09 | 7.13 | 10.22 | NA | 8.65 | 3.82 | 12.44 | 17.45 | -17.67 | 5.59 | 31.28 | 13.35 | 5.85 | 18.54 | 33.22 | -37.89 | -2.41 | 26.30 | 3.96 | 24.74 | 37.55 | -9.89 | 11.84 | 31.64 | -0.06 | -9.98 |
| Sharpe Ratio | NA | 1.50 | 0.29 | 0.53 | 0.33 | NA | NA | 0.38 | 8.01 | 1.32 | 0.93 | -0.98 | 0.44 | 2.34 | 0.94 | 0.24 | 0.92 | 1.10 | -0.99 | -0.35 | 2.15 | 0.16 | 2.17 | 2.55 | -0.50 | 0.52 | 1.52 | -0.24 | -1.21 |
| Standard Deviation(%) | NA | 8.82 | 15.68 | 14.77 | 21.74 | NA | NA | 19.09 | 8.50 | 9.02 | 18.53 | 18.13 | 12.77 | 13.33 | 14.30 | 24.70 | 20.07 | 30.04 | 39.25 | 15.70 | 10.76 | 10.94 | 10.94 | 14.43 | 21.88 | 18.78 | 18.14 | 13.62 | 20.42 |
| Draw Down(%) | NA | 4.85 | 31.58 | 34.57 | 57.78 | NA | NA | 61.69 | 0.81 | 4.85 | 14.82 | 22.67 | 14.17 | 9.48 | 10.23 | 25.25 | 17.61 | 32.20 | 53.03 | 16.05 | 8.10 | 11.07 | 7.53 | 14.47 | 32.05 | 18.98 | 16.07 | 14.66 | 19.00 |
| Yield(%) | 0.00 | 20.14 | 7.10 | 5.66 | 4.05 | 6.36 | 5.34 | 5.62 | 15.71 | 3.31 | 0.83 | 0.44 | 0.90 | 0.29 | 0.27 | 0.11 | 0.68 | 0.00 | 2.38 | 4.66 | 0.39 | 0.34 | 0.27 | 0.09 | 0.00 | 0.17 | 0.78 | 1.94 | 0.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIVX (VIRTUS CONTRARIAN VALUE FUND CLASS A) |
-15.78%
Feb 2006 - Feb 2009 |
-5.06%
Feb 2004 - Feb 2009 |
3.68%
Jun 2007 - Jun 2017 |
6.96%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIVX (VIRTUS CONTRARIAN VALUE FUND CLASS A) |
31.14%
Feb 2009 - Feb 2012 |
26.43%
Feb 2009 - Feb 2014 |
12.03%
Mar 2003 - Mar 2013 |
12.06%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart