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Friday, December 4, 2009, 2:44PM ET - U.S. Markets close in 1 hour and 16 minutes. Dow Down 0.09% Nasdaq Up 0.40%
Virtus Disciplined Small Cap Value I (HSCVX)On Dec 3: 23.47  Down 0.33 (1.39%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:3.55%
5-Year Average Return:-1.93%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):28.92%
Worst 1-Yr Total Return (2008):-29.36%
Best 3-Yr Total Return (2004-6):15.91%
Worst 3-Yr Total Return (2006-8):-10.64%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHSCVXCategoryDiffIndex*Diff
Year To Date3.5519.19-15.6417.05-13.5
1-Month-6.87-5.16-1.71-1.86-5.01
3-Month0.184.11-3.935.48-5.3
1-Year-2.0911.22-13.319.80-11.89
3-Year-11.95-7.72-4.23-7.02-4.93
5-Year-1.931.02-2.950.33-2.26
Last Bull Market ( 28-Feb-09 to 30-Sep-09)45.3060.83-15.5345.76-0.46
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-23.54-15.36-8.18-18.25-5.29
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHSCVXCategoryDiff
2009N/AN/AN/A
2008
 
-29.36-32.242.88
2007
 
-8.93-6.08-2.85
2006
 
10.9216.27-5.35
2005
 
8.906.402.50
2004
 
28.9221.147.78
2003
 
43.0442.380.66
2002
 
-12.76-10.12-2.64
2001
 
5.5715.92-10.35
2000
 
34.4518.6415.81
1999
 
0.496.78-6.29
PAST QUARTERLY RETURNS (%) FOR HSCVX 
Q1Q2Q3Q4
2009-17.7714.8617.72N/A
2008-6.780.55-1.27-23.67
20071.174.30-10.03-4.07
20069.39-5.300.666.37
20050.391.496.480.38
20047.272.362.9814.02
2003-2.9320.165.1016.69
20027.89-2.95-20.154.34
2001-0.3713.03-15.1010.43
20000.925.1515.849.36
1999N/AN/AN/A9.93
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date37039094.87
1-Month33640682.76
3-Month36040588.89
6-Month37239693.94
1-Year29938178.48
3-Year21631768.14
5-Year18624276.86

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