Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCMZX (VIRTUS LOW DURATION INCOME FUND CLASS C) | 0.38% | 3.58% | 4.88% | 2.03% | 1.89% | 1.82% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCMZX (VIRTUS LOW DURATION INCOME FUND CLASS C) | 06/28/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.58 | 4.88 | 2.03 | 1.89 | 1.82 | NA | … | … | 0.38 | 5.16 | 5.22 | 5.96 | -5.48 | -0.71 | 3.02 | 4.56 | -0.25 | 1.53 | 1.67 | 0.15 | 1.10 | 0.03 | 5.46 | 2.24 | 5.62 | 9.04 | -3.71 | 3.58 | 3.67 |
| Sharpe Ratio | NA | 0.78 | 0.92 | -0.22 | 0.14 | NA | NA | … | … | -0.78 | 1.24 | 0.83 | 0.87 | -2.79 | -0.75 | 0.76 | 2.32 | -1.57 | 0.78 | 1.18 | 0.10 | 0.98 | 0.00 | 3.89 | 0.95 | 1.99 | 2.37 | -0.93 | 0.15 | 1.68 |
| Standard Deviation(%) | NA | 1.73 | 1.98 | 2.12 | 2.03 | NA | NA | … | … | 1.70 | 1.84 | 1.93 | 2.67 | 2.49 | 0.97 | 3.65 | 1.33 | 1.04 | 1.12 | 1.24 | 1.21 | 1.11 | 1.46 | 1.40 | 2.32 | 2.78 | 3.77 | 5.02 | 2.83 | 2.27 |
| Draw Down(%) | NA | 1.11 | 1.11 | 7.81 | 8.48 | NA | NA | … | … | 1.11 | 1.03 | 0.84 | 1.28 | 7.09 | 1.10 | 8.48 | 0.55 | 0.98 | 0.50 | 1.55 | 1.12 | 1.19 | 2.53 | 0.84 | 1.51 | 2.60 | 2.91 | 8.55 | 1.61 | 0.80 |
| Yield(%) | 0.00 | 3.26 | 3.43 | 2.35 | 1.91 | 1.74 | 2.01 | … | … | 1.12 | 3.65 | 3.51 | 2.71 | 1.02 | 0.52 | 1.32 | 2.08 | 1.70 | 1.25 | 1.11 | 1.27 | 1.29 | 1.21 | 1.35 | 1.94 | 2.64 | 0.54 | 2.73 | 3.31 | 1.32 |
Data as of 06/03/2026, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMZX (VIRTUS LOW DURATION INCOME FUND CLASS C) |
-1.58%
Oct 2019 – Oct 2022 |
-0.15%
Oct 2017 – Oct 2022 |
0.43%
Oct 2012 – Oct 2022 |
1.49%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMZX (VIRTUS LOW DURATION INCOME FUND CLASS C) |
6.18%
Oct 2008 – Oct 2011 |
4.92%
Nov 2008 – Nov 2013 |
2.83%
Nov 2008 – Nov 2018 |
2.41%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart