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Thursday, December 24, 2009, 11:33AM ET - U.S. Markets close early today in 1 hour and 27 minutes for Christmas Eve. Dow Up 0.40% Nasdaq Up 0.56%
Virtus Disciplined Small-Cap Opp I (HSCIX)On Dec 23: 10.40  Up 0.14 (1.36%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:14.69%
5-Year Average Return:-5.34%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):24.16%
Worst 1-Yr Total Return (2008):-36.58%
Best 3-Yr Total Return (2004-6):12.17%
Worst 3-Yr Total Return (2006-8):-14.81%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHSCIXCategoryDiffIndex*Diff
Year To Date14.6922.72-8.0324.07-9.38
1-Month2.893.14-0.256.00-3.11
3-Month3.003.09-0.097.91-4.91
1-Year19.0929.36-10.2725.39-6.3
3-Year-13.13-8.14-4.99-5.79-7.34
5-Year-5.34-0.30-5.040.71-6.05
Last Bull Market ( 28-Feb-09 to 30-Sep-09)54.2057.49-3.2945.768.44
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-27.47-19.40-8.07-18.25-9.22
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHSCIXCategoryDiff
2009N/AN/AN/A
2008
 
-36.58-36.56-0.02
2007
 
-10.33-1.10-9.23
2006
 
8.7315.03-6.30
2005
 
4.556.75-2.20
2004
 
24.1618.945.22
2003
 
52.0243.418.61
2002
 
-14.58-16.221.64
2001
 
-9.658.92-18.57
2000
 
6.7511.89-5.14
1999
 
40.1419.9520.19
PAST QUARTERLY RETURNS (%) FOR HSCIX 
Q1Q2Q3Q4
2009-16.2120.9417.53N/A
2008-8.093.29-9.71-26.01
20070.465.42-6.99-8.97
200610.52-4.85-1.995.50
2005-3.901.535.971.12
20047.482.010.2912.92
2003-1.8523.1812.0912.18
20027.12-7.81-15.962.93
2001-13.7813.26-20.3316.14
20008.98-3.949.75-7.08
1999N/AN/AN/A28.21
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date55865784.93
1-Month56367982.92
3-Month45667167.96
6-Month49066373.91
1-Year46064671.21
3-Year44157376.96
5-Year38247580.42

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