Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCBX (VIRTUS BALANCED FUND CLASS B) | NA | 7.80% | 0.30% | 4.43% | 3.23% | 3.66% | 4.61% | … | … |
Data as of 03/06/2017, Common starting date is 07/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCBX (VIRTUS BALANCED FUND CLASS B) | 07/15/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.80 | 0.30 | 4.43 | 3.23 | 3.66 | 4.61 | … | … | 5.42 | -0.30 | -4.76 | 3.94 | 14.50 | 11.16 | 0.79 | 10.90 | 20.61 | -26.92 | 5.08 | 11.87 | 0.76 | 6.37 | 17.77 | -12.27 | 1.14 | -1.38 | 10.02 | 17.63 | 17.49 | 7.82 | 16.03 | -1.49 |
| Sharpe Ratio | NA | 1.06 | 0.02 | 0.50 | 0.22 | NA | NA | … | … | 7.91 | -0.06 | -0.49 | 0.50 | 1.79 | 1.28 | 0.05 | 0.94 | 1.25 | -1.18 | 0.23 | 1.41 | -0.23 | 0.77 | 1.79 | -0.95 | -0.10 | -0.42 | 0.53 | 0.88 | -3.17 | 0.48 | 1.52 | -1.40 |
| Standard Deviation(%) | NA | 7.24 | 8.69 | 8.65 | 12.82 | NA | NA | … | … | 4.54 | 9.03 | 9.69 | 7.84 | 8.07 | 8.72 | 15.17 | 11.46 | 16.40 | 23.51 | 9.10 | 6.10 | 6.06 | 7.01 | 9.55 | 14.11 | 12.04 | 12.81 | 12.75 | 16.25 | 11.84 | 8.85 | 8.04 | 4.71 |
| Draw Down(%) | NA | 5.26 | 16.19 | 16.19 | 39.04 | NA | NA | … | … | 1.01 | 8.31 | 11.10 | 7.40 | 7.20 | 6.44 | 14.38 | 10.82 | 16.92 | 35.89 | 5.75 | 4.49 | 4.05 | 6.97 | 7.60 | 20.05 | 12.81 | 9.00 | 7.63 | 16.91 | 7.98 | 7.13 | 6.83 | 3.88 |
| Yield(%) | 0.00 | 8.97 | 5.65 | 6.15 | 4.20 | 4.34 | 5.30 | … | … | 0.00 | 8.83 | 3.88 | 5.82 | 11.00 | 0.63 | 0.85 | 1.08 | 0.31 | 1.73 | 8.37 | 11.30 | 3.58 | 5.58 | 1.40 | 1.64 | 1.95 | 13.81 | 8.01 | 6.29 | 19.06 | 12.60 | 0.00 | 0.00 |
Data as of 03/06/2017, Common starting date is 07/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCBX (VIRTUS BALANCED FUND CLASS B) |
-9.20%
Feb 2006 – Feb 2009 |
-4.40%
Feb 2004 – Feb 2009 |
-0.63%
Feb 1999 – Feb 2009 |
2.84%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCBX (VIRTUS BALANCED FUND CLASS B) |
17.68%
Feb 2009 – Feb 2012 |
14.42%
Feb 2009 – Feb 2014 |
7.63%
Dec 1994 – Dec 2004 |
5.47%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart