NasdaqGM - Delayed Quote USD
Virtus AlphaSimplex Global Alts I (GAFYX)
10.41
-0.04
(-0.38%)
As of 8:06:02 AM EDT. Market Open.
Fund Summary
The fund seeks to achieve long and short exposure to global equity, bond, currency and commodity markets through a wide range of derivative instruments and direct investments. Normally, the adviser typically will make extensive use of derivative instruments, in particular futures, forward contracts and swaps on global equity and fixed-income securities, securities indices, currencies, commodities and other instruments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -3.43% |
| 5y Average Return | 3.48% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GAFYX | Category Average | GAFYX | Category Average | GAFYX | Category Average | |
| Alpha | -0.94 | -0.01 | -1.39 | -0.02 | -2.82 | -0 |
| BETA | 0.24 | 0 | 0.24 | 0 | 0.31 | 0 |
| Mean Annual Return | 0.37 | 0 | 0.37 | 0 | 0.13 | 0 |
| R-squared | 53.9 | 0.61 | 52.4 | 0.6 | 55.59 | 0.58 |
| Standard Deviation | 5.24 | 0.08 | 5.32 | 0.06 | 6.2 | 0.06 |
| Sharpe Ratio | -0.02 | 0 | 0.32 | 0 | -0.07 | 0 |
| Treynor Ratio | -1.11 | 0.06 | 6.59 | 0.07 | -2.13 | 0.1 |
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