Nasdaq - Delayed Quote USD

Virtus Opportunities Trust - Virtus SGA International Growth Fund (JVXIX)

26.90 -0.02 (-0.07%)
At close: March 18 at 8:01 PM EDT

Fund Summary

This fund seeks to provide investors with access to high-quality international companies. The securities selected for inclusion in the fund are those that in the opinion of the subadviser are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, at least 80% of the fund's assets are invested in equity securities or equity-linked instruments of issuers located outside the United States, including issuers in emerging markets countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.70%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 8.26%
5y Average Return 8.63%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JVXIXCategory AverageJVXIXCategory AverageJVXIXCategory Average
Alpha 2.75 0.05 2.99 0.03 2.65 0.03
BETA 1 0.01 0.9 0.01 0.86 0.01
Mean Annual Return 0.45 0.01 0.78 0.01 0.6 0.01
R-squared 77.5 0.87 78.67 0.84 77.49 0.88
Standard Deviation 18.47 0.17 17.78 0.15 14.74 0.15
Sharpe Ratio 0.14 0.01 0.41 0.01 0.39 0.01
Treynor Ratio 0.95 0.11 6.62 0.11 5.57 0.08

Related Tickers