Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NBINX (VIRTUS TACTICAL ALLOCATION FUND CLASS B) | NA | 10.03% | 0.47% | 4.99% | 3.55% | 3.85% | 4.24% | 5.18% |
Data as of 03/06/2017, AR inception is 03/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBINX (VIRTUS TACTICAL ALLOCATION FUND CLASS B) | 03/24/1992 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.12 | 10.03 | 0.47 | 4.99 | 3.55 | 3.85 | 4.24 | 5.18 | 5.76 | 1.04 | -5.62 | 3.67 | 16.57 | 11.59 | 0.29 | 10.58 | 18.98 | -24.56 | 4.65 | 9.14 | 2.12 | 6.05 | 16.44 | -8.47 | -1.16 | -0.84 | 5.48 | 10.53 | 16.25 | 11.94 | 21.93 | -11.77 | 8.15 | 8.75 |
| Sharpe Ratio | NA | 1.25 | 0.04 | 0.53 | 0.27 | NA | NA | 0.16 | 7.79 | 0.08 | -0.53 | 0.42 | 1.98 | 1.39 | 0.02 | 1.02 | 1.37 | -1.29 | 0.22 | 1.10 | -0.01 | 0.83 | 1.96 | -0.81 | -0.34 | -0.46 | 0.27 | 0.82 | -5.25 | 1.29 | 4.05 | -1.88 | 0.88 | 1.62 |
| Standard Deviation(%) | NA | 7.84 | 9.65 | 9.28 | 11.84 | NA | NA | 9.64 | 4.94 | 9.93 | 10.71 | 8.77 | 8.35 | 8.38 | 14.75 | 10.27 | 13.77 | 19.67 | 7.48 | 5.31 | 5.34 | 6.13 | 8.05 | 11.79 | 10.29 | 10.71 | 8.40 | 8.83 | 7.40 | 6.51 | 4.46 | 7.85 | 6.90 | 5.63 |
| Draw Down(%) | NA | 5.13 | 18.31 | 18.31 | 35.11 | NA | NA | 35.11 | 0.96 | 9.57 | 12.39 | 8.55 | 7.32 | 7.49 | 14.13 | 10.00 | 14.72 | 33.03 | 4.74 | 3.66 | 3.86 | 6.04 | 5.81 | 16.34 | 12.71 | 7.45 | 6.01 | 11.66 | 5.42 | 4.34 | 1.90 | 13.87 | 4.84 | 2.77 |
| Yield(%) | 0.00 | 9.22 | 6.24 | 6.98 | 4.62 | 4.26 | 4.73 | 5.62 | 0.00 | 9.05 | 5.66 | 6.00 | 11.43 | 2.65 | 0.62 | 0.91 | 0.36 | 2.12 | 8.25 | 4.06 | 3.31 | 1.90 | 2.04 | 2.34 | 2.69 | 7.40 | 2.55 | 11.53 | 16.56 | 12.18 | 4.23 | 4.18 | 3.97 | 4.06 |
Data as of 03/06/2017, AR inception is 03/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBINX (VIRTUS TACTICAL ALLOCATION FUND CLASS B) |
-8.21%
Feb 2006 - Feb 2009 |
-3.56%
Feb 2004 - Feb 2009 |
-0.57%
Feb 1999 - Feb 2009 |
2.51%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBINX (VIRTUS TACTICAL ALLOCATION FUND CLASS B) |
16.63%
Dec 1994 - Dec 1997 |
13.95%
Feb 2009 - Feb 2014 |
7.44%
Dec 1994 - Dec 2004 |
6.02%
Apr 1992 - Apr 2007 |
Annualized Rolling Returns Comparison Chart