Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NARAX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A) | 2.42% | 5.41% | 5.07% | 2.53% | 2.59% | 3.19% | 3.33% | 4.73% |
Data as of 07/15/2025, AR inception is 07/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NARAX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A) | 07/24/1992 | 07/15/2025 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.41 | 5.07 | 2.53 | 2.59 | 3.19 | 3.33 | 4.73 | 2.42 | 5.66 | 7.22 | -6.00 | 0.52 | 4.30 | 6.09 | -0.78 | 3.66 | 4.93 | 0.14 | 1.01 | 1.52 | 9.40 | 3.10 | 9.88 | 23.49 | -14.99 | 3.13 | 5.57 | 1.37 | 4.79 | 9.19 | 9.13 | 7.98 | 7.11 | 4.49 | 1.31 | 9.50 | 11.33 | 13.64 | -1.86 | 8.31 | 0.99 |
| Sharpe Ratio | NA | 0.91 | 0.60 | 0.20 | 0.44 | NA | NA | 0.91 | 0.68 | -0.37 | 0.92 | -2.44 | 0.31 | 0.84 | 2.61 | -1.20 | 1.69 | 2.23 | 0.06 | 0.50 | 0.68 | 4.26 | 0.93 | 3.00 | 6.30 | -3.64 | 0.05 | 0.94 | -0.32 | 1.16 | 2.65 | 2.33 | 1.68 | 1.09 | 0.41 | -0.37 | 1.65 | 2.16 | 2.48 | -1.52 | 2.63 | 0.05 |
| Standard Deviation(%) | NA | 2.43 | 2.85 | 2.59 | 2.66 | NA | NA | 3.11 | 2.41 | 2.52 | 3.25 | 3.03 | 1.58 | 4.84 | 1.79 | 1.75 | 1.80 | 2.12 | 1.83 | 1.98 | 2.19 | 2.21 | 3.31 | 3.26 | 3.71 | 4.35 | 2.91 | 2.45 | 2.48 | 3.32 | 3.21 | 3.44 | 3.43 | 2.76 | 3.11 | 5.40 | 3.61 | 3.59 | 3.95 | 3.17 | 2.36 | 3.39 |
| Draw Down(%) | NA | 1.32 | 3.41 | 8.54 | 10.69 | NA | NA | 16.68 | 1.32 | 0.88 | 1.58 | 7.97 | 1.15 | 10.69 | 0.63 | 1.48 | 0.63 | 1.45 | 2.18 | 3.08 | 3.31 | 1.44 | 4.35 | 2.74 | 2.85 | 16.68 | 1.49 | 1.30 | 2.07 | 3.94 | 3.15 | 1.53 | 1.31 | 2.20 | 1.56 | 9.81 | 2.87 | 2.32 | 1.98 | 3.91 | 0.61 | 2.46 |
| Yield(%) | 0.00 | 4.40 | 3.88 | 3.03 | 2.93 | 3.35 | 3.45 | 4.68 | 1.95 | 4.42 | 3.82 | 2.29 | 1.96 | 2.71 | 2.98 | 2.81 | 2.98 | 2.94 | 2.90 | 3.09 | 3.50 | 4.38 | 4.74 | 4.87 | 1.41 | 4.74 | 5.17 | 4.58 | 4.21 | 4.45 | 4.71 | 6.79 | 7.30 | 7.70 | 6.89 | 6.91 | 9.23 | 6.93 | 7.23 | 5.97 | 6.47 | 2.82 |
Data as of 07/15/2025, AR inception is 07/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NARAX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A) |
-2.56%
Feb 2006 - Feb 2009 |
-0.34%
Dec 2003 - Dec 2008 |
1.42%
Oct 2012 - Oct 2022 |
2.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NARAX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A) |
12.75%
Feb 2009 - Feb 2012 |
9.21%
Dec 2008 - Dec 2013 |
7.79%
Dec 1994 - Dec 2004 |
6.33%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart