Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/23/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIDMX (Virtus KAR Developing Markets Fund Class I) | NA | 13.79% | 5.81% | 13.99% | 6.68% | NA | NA | 3.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIDMX (Virtus KAR Developing Markets Fund Class I) | 07/18/2000 | 04/23/2014 |
The return data shown below all have the same latest date: 04/23/2014.
AR inception is since 07/18/2000.
AR inception is since 07/18/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.79 | 5.81 | 13.99 | 6.68 | NA | NA | 3.20 | -0.61 | 21.95 | 19.00 | -12.44 | 9.04 | 28.16 | -41.36 | 11.03 | 26.34 | 13.58 | 20.29 | 36.03 | -17.42 | -23.53 | -11.58 |
| Sharpe Ratio | NA | 1.09 | 0.29 | 0.68 | 0.25 | NA | NA | 0.08 | -0.16 | 1.69 | 1.14 | -0.45 | 0.41 | 0.96 | -0.99 | 0.45 | 1.65 | 1.09 | 1.47 | 2.28 | -0.81 | -1.36 | -2.00 |
| Standard Deviation(%) | NA | 12.68 | 19.82 | 20.41 | 22.73 | NA | NA | 21.67 | 12.45 | 12.98 | 16.82 | 27.86 | 21.77 | 29.18 | 42.67 | 17.82 | 14.05 | 10.46 | 13.15 | 15.51 | 22.96 | 19.28 | 13.90 |
| Draw Down(%) | NA | 10.12 | 25.66 | 25.66 | 60.78 | NA | NA | 60.78 | 6.27 | 10.12 | 16.35 | 25.66 | 19.33 | 29.68 | 53.71 | 12.01 | 15.17 | 6.78 | 9.38 | 15.99 | 27.58 | 32.67 | 14.23 |
| Yield(%) | 0.00 | 3.03 | 3.06 | 4.12 | 3.69 | 1.94 | 1.45 | 2.24 | 0.00 | 3.16 | 4.03 | 3.16 | 3.39 | 1.35 | 3.09 | 3.15 | 3.04 | 2.52 | 2.56 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIDMX (Virtus KAR Developing Markets Fund Class I) |
-15.28%
Feb 2006 - Feb 2009 |
-7.00%
May 2007 - May 2012 |
0.42%
Aug 2000 - Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIDMX (Virtus KAR Developing Markets Fund Class I) |
30.29%
Mar 2003 - Mar 2006 |
22.72%
Sep 2002 - Sep 2007 |
9.76%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart