Ratings & Risk for Virtus Growth & Income C (PGICX)

Morningstar Category: Large Blend
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    514
    5-Year Below Average Average
    442
    10-Year Below Average Average
    300
    Overall Below Average Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.94 -0.50 -0.42
    5-Year 16.32 0.09 -0.12
    10-Year 16.15 -0.01 -0.19
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.38 0.99 -1.12
    3-Year 95.86 1.00 -0.66
    5-Year 96.05 1.00 -0.52
    10-Year 97.49 0.99 -0.48

    S&P 500 TR

    Trailing data as of 10/31/2009