Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFSRX (VIRTUS SENIOR FLOATING RATE FUND CLASS C) | 0.79% | 3.54% | 6.41% | 4.41% | 3.50% | 3.18% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFSRX (VIRTUS SENIOR FLOATING RATE FUND CLASS C) | 02/04/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.54 | 6.41 | 4.41 | 3.50 | 3.18 | NA | … | … | 0.79 | 4.06 | 7.09 | 10.39 | -1.20 | 3.94 | -0.06 | 7.32 | -1.92 | 1.39 | 7.67 | -1.45 | -0.10 | 4.42 | 7.96 | 0.96 | 7.50 | 30.43 | -19.38 |
| Sharpe Ratio | NA | 0.70 | 1.42 | 0.73 | 0.46 | NA | NA | … | … | -0.27 | 0.48 | 1.46 | 2.46 | -0.78 | 3.43 | -0.03 | 2.34 | -1.75 | 0.53 | 4.35 | -0.84 | -0.06 | 3.05 | 4.71 | 0.28 | 2.99 | 5.98 | -2.52 |
| Standard Deviation(%) | NA | 2.04 | 2.42 | 2.58 | 4.07 | NA | NA | … | … | 2.02 | 2.46 | 2.37 | 2.76 | 3.39 | 1.14 | 10.86 | 2.50 | 1.90 | 1.38 | 1.71 | 1.75 | 1.93 | 1.44 | 1.69 | 3.36 | 2.48 | 5.07 | 8.67 |
| Draw Down(%) | NA | 1.04 | 2.69 | 6.23 | 22.83 | NA | NA | … | … | 1.04 | 2.69 | 0.80 | 1.65 | 6.23 | 0.67 | 22.83 | 1.01 | 5.08 | 1.36 | 1.42 | 4.49 | 3.32 | 1.60 | 1.71 | 6.00 | 3.82 | 2.64 | 25.63 |
| Yield(%) | 0.00 | 5.18 | 6.63 | 5.34 | 4.29 | 3.89 | 3.66 | … | … | 1.71 | 6.08 | 7.37 | 7.31 | 3.65 | 2.44 | 2.93 | 4.42 | 3.81 | 3.32 | 3.06 | 3.25 | 3.36 | 3.63 | 4.35 | 4.91 | 6.05 | 3.81 | 3.97 |
Data as of 06/03/2026, Common starting date is 02/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFSRX (VIRTUS SENIOR FLOATING RATE FUND CLASS C) |
-3.46%
Mar 2017 – Mar 2020 |
-1.16%
Mar 2015 – Mar 2020 |
1.28%
Mar 2010 – Mar 2020 |
2.67%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFSRX (VIRTUS SENIOR FLOATING RATE FUND CLASS C) |
12.28%
Dec 2008 – Dec 2011 |
9.80%
Dec 2008 – Dec 2013 |
5.51%
Nov 2008 – Nov 2018 |
4.89%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart