Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBARX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS B) | NA | 4.25% | 1.19% | 2.14% | 3.19% | 3.84% | 4.21% | … | … |
Data as of 03/06/2017, Common starting date is 07/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBARX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS B) | 07/30/1992 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 (%) | -0.66 | 4.25 | 1.19 | 2.14 | 3.19 | 3.84 | 4.21 | … | … | -0.02 | 4.43 | -0.38 | 0.52 | 1.04 | 8.94 | 2.62 | 9.21 | 23.49 | -15.43 | 2.45 | 5.07 | 1.08 | 4.25 | 8.67 | 6.74 | 7.49 | 6.60 | 3.99 | 0.39 | 9.19 | 10.80 | 13.10 | -2.48 | 7.95 | 0.60 |
| Sharpe Ratio | NA | 1.88 | 0.55 | 1.02 | 0.96 | NA | NA | … | … | -0.20 | 2.02 | -0.23 | 0.27 | 0.46 | 4.29 | 0.81 | 2.93 | 6.31 | -3.57 | -0.23 | 0.74 | -0.44 | 1.01 | 2.66 | 1.93 | 1.71 | 0.93 | 0.25 | -0.52 | -13.01 | 2.05 | 2.51 | -1.77 | 2.55 | -0.20 |
| Standard Deviation(%) | NA | 2.14 | 1.99 | 2.02 | 2.91 | NA | NA | … | … | 2.46 | 2.08 | 1.83 | 1.88 | 2.19 | 2.09 | 3.18 | 3.12 | 3.71 | 4.57 | 2.56 | 2.40 | 2.45 | 3.27 | 3.00 | 2.93 | 3.08 | 2.74 | 3.03 | 5.58 | 3.52 | 3.53 | 3.69 | 3.07 | 2.29 | 3.29 |
| Draw Down(%) | NA | 1.50 | 3.30 | 3.37 | 17.08 | NA | NA | … | … | 1.08 | 1.50 | 2.45 | 3.09 | 3.37 | 1.55 | 4.65 | 2.75 | 2.86 | 17.08 | 1.59 | 1.56 | 1.96 | 4.05 | 3.06 | 1.54 | 1.31 | 2.21 | 1.81 | 9.90 | 2.90 | 2.36 | 1.98 | 4.05 | 0.61 | 2.54 |
| Yield(%) | 0.00 | 2.29 | 2.32 | 2.73 | 3.24 | 3.68 | 4.18 | … | … | 0.21 | 2.43 | 2.39 | 2.61 | 3.04 | 3.89 | 4.26 | 4.41 | 1.28 | 4.33 | 4.70 | 4.09 | 3.73 | 3.92 | 4.19 | 4.77 | 6.78 | 7.19 | 6.40 | 6.39 | 8.71 | 6.41 | 6.70 | 5.34 | 6.09 | 2.43 |
Data as of 03/06/2017, Common starting date is 07/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBARX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS B) |
-3.08%
Dec 2005 – Dec 2008 |
-0.83%
Dec 2003 – Dec 2008 |
2.84%
Nov 1998 – Nov 2008 |
3.86%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBARX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS B) |
12.32%
Feb 2009 – Feb 2012 |
8.78%
Dec 2008 – Dec 2013 |
7.07%
Dec 1994 – Dec 2004 |
5.69%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart