Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEQIX (Virtus Value Equity I) | NA | -73.93% | -31.41% | -22.86% | -5.91% | -5.06% | NA | … | … |
Data as of 03/26/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEQIX (Virtus Value Equity I) | 06/21/1996 | 03/26/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -73.93 | -31.41 | -22.86 | -5.91 | -5.06 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.66 | 1.04 | 1.35 | 6.62 | 5.13 | 6.62 | … | … |
Data as of 03/26/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQIX (Virtus Value Equity I) |
-14.06%
Feb 2006 – Feb 2009 |
-3.55%
Mar 1998 – Mar 2003 |
-0.39%
Feb 1999 – Feb 2009 |
4.28%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEQIX (Virtus Value Equity I) |
23.84%
Jul 1996 – Jul 1999 |
17.43%
Sep 2002 – Sep 2007 |
11.19%
Jul 1996 – Jul 2006 |
7.52%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart