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Virtus Value Equity I (HEQIX)

On Dec 23: 9.78   0.03 (0.31%)

MORE ON HEQIX

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 18.14% Worst 1 Yr Total Return (2008): -36.26% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic HEQIX Category Alpha (against Standard Index) -1.16 -1.37 Beta (against Standard Index) 0.97 1.02 Mean Annual Return -6.68 -0.45 R-squared (against Standard Index) 95 94.58 Standard Deviation 19.73 20.79 Sharpe Ratio -0.36 N/A Treynor Ratio -9.25 N/A 5 Years Statistic HEQIX Category Alpha (against Standard Index) 0.77 -0.29 Beta (against Standard Index) 0.97 1.01 Mean Annual Return 1.50 0.14 R-squared (against Standard Index) 93 93.49 Standard Deviation 16.10 16.81 Sharpe Ratio -0.01 N/A Treynor Ratio -1.54 N/A 10 Years Statistic HEQIX Category Alpha (against Standard Index) 3.43 2.74 Beta (against Standard Index) 0.89 0.88 Mean Annual Return 3.27 0.31 R-squared (against Standard Index) 87 81.33 Standard Deviation 15.43 15.97 Sharpe Ratio 0.10 N/A Treynor Ratio 0.39 N/A
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