Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAINX (VIRTUS TACTICAL ALLOCATION FUND CLASS A) | -0.37% | 0.55% | 10.31% | -0.24% | 6.31% | 6.07% | 5.41% | … | … |
Data as of 06/05/2026, Common starting date is 02/22/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAINX (VIRTUS TACTICAL ALLOCATION FUND CLASS A) | 02/22/1980 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | 0.55 | 10.31 | -0.24 | 6.31 | 6.07 | 5.41 | … | … | -0.37 | 6.84 | 14.31 | 22.37 | -32.92 | -0.36 | 29.51 | 28.48 | -7.19 | 19.61 | 1.92 | -4.91 | 4.45 | 17.35 | 12.43 | 1.06 | 11.38 | 19.05 | -24.17 | 5.46 | 10.02 | 2.82 | 7.03 | 17.19 | -7.72 | -0.48 | -0.04 | 6.52 | 11.02 | 17.18 | 12.73 | 22.96 | -11.18 | 8.86 | 10.95 | 20.15 | -2.36 | 16.71 | 14.86 | -3.22 | 17.01 | 12.00 | 5.68 | 12.53 | 26.98 | 6.25 | 12.14 |
| Sharpe Ratio | NA | -0.23 | 0.67 | -0.19 | 0.35 | NA | NA | … | … | -0.30 | 0.36 | 1.06 | 1.72 | -1.51 | -0.03 | 1.40 | 2.89 | -0.67 | 3.38 | 0.17 | -0.46 | 0.50 | 2.07 | 1.49 | 0.07 | 1.10 | 1.37 | -1.27 | 0.31 | 1.25 | 0.11 | 0.99 | 2.07 | -0.75 | -0.29 | -0.40 | 0.37 | 0.85 | 1.82 | 1.38 | 4.21 | -1.80 | 0.96 | 1.51 | 1.96 | -0.80 | 1.41 | 1.19 | -0.58 | 0.66 | 0.41 | -0.14 | 0.64 | 1.70 | -0.34 | 0.32 |
| Standard Deviation(%) | NA | 9.09 | 10.60 | 14.37 | 13.69 | NA | NA | … | … | 11.10 | 10.91 | 10.12 | 10.96 | 22.81 | 13.88 | 20.81 | 9.35 | 12.76 | 5.63 | 9.97 | 10.78 | 8.78 | 8.36 | 8.38 | 14.66 | 10.27 | 13.84 | 19.70 | 7.44 | 5.30 | 5.29 | 6.12 | 7.94 | 11.83 | 10.25 | 10.64 | 8.43 | 8.84 | 7.41 | 6.54 | 4.51 | 7.92 | 6.93 | 5.56 | 8.23 | 9.83 | 7.64 | 8.37 | 12.83 | 19.11 | 15.71 | 9.93 | 9.70 | 11.19 | 12.42 | 18.69 |
| Draw Down(%) | NA | 10.18 | 11.56 | 41.06 | 41.06 | NA | NA | … | … | 9.98 | 10.54 | 6.11 | 10.75 | 33.62 | 11.42 | 24.45 | 4.91 | 16.77 | 1.91 | 9.48 | 12.28 | 8.27 | 7.19 | 7.35 | 13.88 | 9.81 | 14.56 | 32.63 | 4.67 | 3.58 | 3.91 | 5.78 | 5.70 | 16.05 | 12.20 | 7.29 | 5.86 | 11.59 | 5.34 | 4.25 | 1.78 | 13.37 | 4.77 | 2.75 | 3.46 | 12.23 | 6.52 | 3.28 | 16.59 | 9.65 | 13.33 | 11.12 | 3.94 | 4.86 | 11.26 | 11.96 |
| Yield(%) | 0.00 | 13.98 | 10.99 | 5.01 | 5.82 | 5.95 | 5.33 | … | … | 0.43 | 14.59 | 13.69 | 2.31 | 0.45 | 0.58 | 0.69 | 2.80 | 3.88 | 2.81 | 10.04 | 6.52 | 6.91 | 12.39 | 3.50 | 1.39 | 1.68 | 0.59 | 2.68 | 9.07 | 4.85 | 4.11 | 2.70 | 3.03 | 3.13 | 3.47 | 8.11 | 3.57 | 12.09 | 17.42 | 13.01 | 5.16 | 4.92 | 4.64 | 4.91 | 5.59 | 5.14 | 6.50 | 7.12 | 5.56 | 6.51 | 8.16 | 7.93 | 8.66 | 9.32 | 8.25 | 7.76 |
Data as of 06/05/2026, Common starting date is 02/22/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAINX (VIRTUS TACTICAL ALLOCATION FUND CLASS A) |
-7.81%
Oct 2020 – Oct 2023 |
-2.87%
Feb 2004 – Feb 2009 |
0.17%
Feb 1999 – Feb 2009 |
3.27%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAINX (VIRTUS TACTICAL ALLOCATION FUND CLASS A) |
21.66%
Mar 1980 – Mar 1983 |
17.04%
Feb 1982 – Feb 1987 |
12.56%
Jul 1982 – Jul 1992 |
11.53%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart