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NasdaqGM - Delayed Quote USD

Virtus Global Allocation A (PALAX)

9.84
-0.34
(-3.34%)
At close: April 4 at 8:03:57 PM EDT

Fund Summary

The fund seeks to achieve its investment objective through a combination of active allocation across asset classes and actively managed strategies within those asset classes. It allocates its investments across asset classes in response to changing market, macroeconomic, and other factors and events that the portfolio managers believe may affect the value of the fund’s investments. Under normal circumstances, the fund invests directly and indirectly in global equity securities, fixed-income securities, and long and short positions using derivatives across multiple asset classes.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.90%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 7

Performance & Risk

YTD Return -4.93%
5y Average Return 7.04%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PALAXCategory AveragePALAXCategory AveragePALAXCategory Average
Alpha -1.37 -0.04 -1.37 -0.03 -1.51 -0.03
BETA 1.04 0.01 1.06 0.01 1.04 0.01
Mean Annual Return 0.27 0.01 0.68 0.01 0.42 0.01
R-squared 97.48 0.89 97.19 0.89 96.24 0.89
Standard Deviation 13.21 0.13 12.4 0.11 10.66 0.1
Sharpe Ratio -0.1 0.01 0.43 0.01 0.29 0.01
Treynor Ratio -2.15 0.06 4.57 0.06 2.55 0.05

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