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Virtus SGA International Growth I (STITX)

9.08 +0.04 (+0.44%)
At close: 8:01 PM EDT

Fund Summary

The fund invests at least 80% of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. From time to time, the fund may have a significant portion of its assets invested in the securities of companies in only a few countries or regions. Although it seeks investments across a number of sectors, from time to time, the fund may have significant positions in particular sectors.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 44.93%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 8

Performance & Risk

YTD Return -7.47%
5y Average Return 5.50%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
STITXCategory AverageSTITXCategory AverageSTITXCategory Average
Alpha -1.01 0.05 1.96 0.03 2.41 0.03
BETA 1.02 0.01 0.9 0.01 0.88 0.01
Mean Annual Return 0.19 0.01 0.73 0.01 0.6 0.01
R-squared 86.36 0.87 84.78 0.84 81.93 0.88
Standard Deviation 17.91 0.17 17.24 0.15 14.55 0.15
Sharpe Ratio -0.04 0.01 0.39 0.01 0.4 0.01
Treynor Ratio -2.26 0.11 6.01 0.11 5.56 0.08

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