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Saturday, December 5, 2009, 12:53PM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Virtus Balanced Allocation A (HIBZX)On Dec 4: 12.00  Up 0.06 (0.50%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:12.50%
5-Year Average Return:2.20%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):13.02%
Worst 1-Yr Total Return (2008):-25.35%
Best 3-Yr Total Return (2004-6):9.70%
Worst 3-Yr Total Return (2006-8):-4.75%
LOAD ADJUSTED RETURNS 
1-Year:-6.71%
3-Year:-3.84%
5-Year:1.57%
10-Year:3.62%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHIBZXCategoryDiffIndex*Diff
Year To Date12.5018.16-5.66N/AN/A
1-Month-1.70-1.24-0.46N/AN/A
3-Month3.364.71-1.35N/AN/A
1-Year10.9315.73-4.8N/AN/A
3-Year-3.33-2.66-0.67N/AN/A
5-Year2.202.100.1N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)25.5433.32-7.78N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.90-8.51-2.39N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHIBZXCategoryDiff
2009N/AN/AN/A
2008
 
-25.35-28.002.65
2007
 
6.165.990.17
2006
 
9.0311.29-2.26
2005
 
7.145.132.01
2004
 
13.028.864.16
2003
 
19.0720.35-1.28
2002
 
-9.26-12.022.76
2001
 
0.97-5.056.02
2000
 
11.971.8210.15
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR HIBZX 
Q1Q2Q3Q4
2009-4.358.5210.27N/A
2008-6.710.81-8.22-13.51
20072.603.370.62-0.52
20063.79-2.613.704.03
2005-0.023.302.491.22
20042.950.720.688.27
2003-0.578.961.987.78
20022.61-5.11-8.401.75
2001-2.343.79-6.446.48
20004.471.094.361.61
1999N/AN/AN/A3.47
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1077121188.93
1-Month1069125884.98
3-Month1004125679.94
6-Month1122122091.97
1-Year761120463.21
3-Year45695048.00
5-Year31079638.94

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