Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIMZX (VIRTUS LOW DURATION INCOME FUND CLASS A) | 2.62% | 5.65% | 4.81% | 2.28% | 2.33% | 2.56% | 2.88% | 3.57% |
Data as of 07/23/2025, AR inception is 07/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIMZX (VIRTUS LOW DURATION INCOME FUND CLASS A) | 07/29/1999 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.65 | 4.81 | 2.28 | 2.33 | 2.56 | 2.88 | 3.57 | 2.62 | 5.67 | 6.76 | -5.09 | -0.10 | 3.80 | 5.22 | 0.51 | 2.28 | 2.43 | 0.92 | 1.97 | 0.80 | 6.16 | 3.02 | 6.45 | 9.08 | -3.11 | 4.35 | 4.03 | 1.12 | 3.06 | 3.87 | 6.16 | 7.59 | 10.12 | 1.00 |
| Sharpe Ratio | NA | 1.17 | 0.68 | 0.11 | 0.44 | NA | NA | 0.76 | 0.89 | -0.46 | 0.92 | -2.60 | -0.12 | 0.96 | 2.70 | -0.70 | 1.34 | 1.70 | 0.69 | 1.66 | 0.52 | 4.13 | 1.25 | 2.23 | 2.38 | -0.78 | 0.46 | 0.31 | -0.41 | 0.60 | 0.90 | 1.43 | 1.25 | 1.97 | -0.33 |
| Standard Deviation(%) | NA | 2.03 | 2.39 | 2.10 | 2.06 | NA | NA | 2.74 | 2.06 | 2.03 | 2.76 | 2.50 | 1.00 | 3.69 | 1.41 | 1.15 | 1.23 | 1.31 | 1.29 | 1.18 | 1.47 | 1.49 | 2.38 | 2.86 | 3.78 | 5.17 | 2.96 | 2.46 | 2.55 | 3.52 | 3.55 | 3.55 | 4.27 | 3.06 | 3.09 |
| Draw Down(%) | NA | 1.03 | 2.88 | 7.39 | 8.48 | NA | NA | 8.48 | 1.03 | 0.84 | 1.26 | 6.82 | 0.81 | 8.48 | 0.55 | 0.75 | 0.46 | 1.42 | 0.80 | 0.85 | 2.40 | 0.84 | 1.29 | 2.55 | 2.91 | 8.09 | 1.55 | 1.01 | 2.14 | 3.60 | 3.37 | 2.03 | 3.44 | 1.44 | 1.31 |
| Yield(%) | 0.00 | 4.02 | 3.46 | 2.54 | 2.38 | 2.43 | 2.65 | 3.36 | 1.84 | 3.94 | 3.46 | 1.72 | 1.26 | 2.07 | 2.72 | 2.44 | 1.99 | 1.86 | 2.03 | 2.06 | 1.97 | 2.13 | 2.70 | 3.35 | 0.69 | 3.35 | 4.05 | 4.02 | 3.53 | 3.88 | 4.02 | 5.12 | 5.55 | 6.18 | 2.61 |
Data as of 07/23/2025, AR inception is 07/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMZX (VIRTUS LOW DURATION INCOME FUND CLASS A) |
-1.00%
Oct 2019 - Oct 2022 |
0.49%
Oct 2017 - Oct 2022 |
1.13%
Oct 2012 - Oct 2022 |
2.17%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMZX (VIRTUS LOW DURATION INCOME FUND CLASS A) |
8.74%
May 2000 - May 2003 |
6.24%
Jan 2000 - Jan 2005 |
4.76%
Jan 2000 - Jan 2010 |
4.36%
Aug 1999 - Aug 2014 |
Annualized Rolling Returns Comparison Chart