Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVICX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS C) | NA | 17.97% | 2.83% | 5.52% | 4.70% | 8.00% | 6.32% | … | … |
Data as of 03/18/2024, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVICX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS C) | 10/20/2003 | 03/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.97 | 2.83 | 5.52 | 4.70 | 8.00 | 6.32 | … | … | 8.10 | 14.57 | -21.88 | 11.41 | 6.29 | 26.66 | -13.41 | 31.36 | -5.15 | 2.33 | 1.61 | 4.63 | 18.97 | -0.52 | 11.91 | 21.27 | -42.35 | 18.07 | 28.09 | 15.96 | 27.26 | 10.09 |
| Sharpe Ratio | NA | 1.19 | 0.04 | 0.21 | 0.23 | NA | NA | … | … | 2.64 | 0.83 | -1.02 | 0.92 | 0.21 | 2.48 | -1.12 | 4.34 | -0.37 | 0.17 | 0.17 | 0.41 | 1.50 | -0.03 | 0.83 | 1.05 | -1.10 | 0.83 | 2.11 | 1.55 | 2.44 | 7.25 |
| Standard Deviation(%) | NA | 13.04 | 16.80 | 19.07 | 15.90 | NA | NA | … | … | 15.60 | 12.61 | 22.92 | 12.35 | 29.15 | 10.19 | 13.20 | 7.12 | 14.59 | 13.60 | 9.39 | 11.17 | 12.70 | 19.24 | 14.25 | 20.13 | 39.17 | 18.21 | 11.84 | 8.93 | 10.78 | 8.50 |
| Draw Down(%) | NA | 13.99 | 33.69 | 33.69 | 33.69 | NA | NA | … | … | 2.94 | 13.99 | 31.15 | 8.66 | 32.00 | 4.88 | 20.27 | 3.13 | 12.64 | 10.90 | 9.72 | 11.28 | 10.58 | 16.65 | 11.96 | 20.54 | 51.70 | 12.27 | 13.46 | 5.65 | 8.00 | 1.50 |
| Yield(%) | 0.00 | 8.41 | 9.56 | 7.99 | 5.98 | 8.04 | 6.61 | … | … | 4.85 | 3.54 | 0.04 | 22.17 | 0.01 | 8.71 | 15.46 | 0.00 | 0.41 | 0.45 | 0.22 | 0.02 | 0.45 | 0.46 | 0.92 | 0.78 | 0.03 | 2.42 | 3.25 | 8.66 | 1.97 | 3.11 |
Data as of 03/18/2024, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVICX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS C) |
-11.50%
Mar 2006 – Mar 2009 |
-3.10%
May 2007 – May 2012 |
1.21%
Dec 2006 – Dec 2016 |
1.08%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVICX (VIRTUS FOREIGN OPPORTUNITIES FUND CLASS C) |
27.73%
Oct 2004 – Oct 2007 |
15.07%
Mar 2009 – Mar 2014 |
9.26%
Mar 2009 – Mar 2019 |
7.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart