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Tuesday, December 1, 2009, 6:53PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
Virtus Disciplined Small-Cap Opp A (HSCZX)On Dec 1: 9.18  Up 0.13 (1.44%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:11.13%
5-Year Average Return:-4.53%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):23.89%
Worst 1-Yr Total Return (2008):-36.72%
Best 3-Yr Total Return (2004-6):11.91%
Worst 3-Yr Total Return (2006-8):-15.02%
LOAD ADJUSTED RETURNS 
1-Year:-17.20%
3-Year:-12.58%
5-Year:-4.16%
10-Year:3.50%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHSCZXCategoryDiffIndex*Diff
Year To Date11.1321.65-10.5217.05-5.92
1-Month-6.49-5.90-0.59-1.86-4.63
3-Month1.382.07-0.695.48-4.1
1-Year0.9213.17-12.259.80-8.88
3-Year-14.04-7.45-6.59-7.02-7.02
5-Year-4.530.22-4.750.33-4.86
Last Bull Market ( 28-Feb-09 to 30-Sep-09)53.8552.201.6545.768.09
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-27.65-18.89-8.76-18.25-9.4
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHSCZXCategoryDiff
2009N/AN/AN/A
2008
 
-36.72-41.554.83
2007
 
-10.617.59-18.20
2006
 
8.5010.81-2.31
2005
 
4.276.02-1.75
2004
 
23.8912.4111.48
2003
 
51.6245.546.08
2002
 
-14.80-27.8813.08
2001
 
-9.83-8.91-0.92
2000
 
6.46-3.8510.31
1999N/A64.77N/A
PAST QUARTERLY RETURNS (%) FOR HSCZX 
Q1Q2Q3Q4
2009-16.3120.8517.50N/A
2008-8.083.13-9.70-26.07
20070.425.27-6.98-9.09
200610.42-4.90-2.015.44
2005-3.951.445.921.05
20047.411.970.2612.82
2003-1.8923.0612.0512.07
20027.06-7.88-16.002.84
2001-13.8113.14-20.3216.05
20008.88-4.029.68-7.12
1999N/AN/AN/A28.15
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date71179090.00
1-Month64782078.90
3-Month55681967.89
6-Month65680082.00
1-Year58278374.33
3-Year54866981.91
5-Year46355483.57

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