Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHCCX (VIRTUS HIGH YIELD FUND CLASS B) | NA | 13.83% | 3.11% | 5.40% | 3.41% | 4.35% | 2.88% | … | … |
Data as of 03/06/2017, Common starting date is 02/25/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHCCX (VIRTUS HIGH YIELD FUND CLASS B) | 02/25/1994 | 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 (%) | -0.24 | 13.83 | 3.11 | 5.40 | 3.41 | 4.35 | 2.88 | … | … | 2.34 | 12.36 | -3.42 | 1.16 | 5.59 | 15.09 | 2.65 | 11.04 | 21.77 | -25.74 | 1.30 | 7.43 | 0.83 | 7.29 | 17.78 | -3.77 | -7.51 | -10.39 | 10.93 | -7.42 | 12.74 | 16.33 | 16.79 | -10.10 |
| Sharpe Ratio | NA | 3.28 | 0.66 | 1.29 | 0.58 | NA | NA | … | … | 5.06 | 2.36 | -0.79 | 0.28 | 1.48 | 4.76 | 0.51 | 3.02 | 3.53 | -2.81 | -0.46 | 2.16 | -0.44 | 1.89 | 5.67 | -1.10 | -1.50 | -3.29 | 2.52 | -2.10 | -10.59 | 3.84 | 2.81 | -3.94 |
| Standard Deviation(%) | NA | 4.24 | 4.55 | 4.14 | 5.22 | NA | NA | … | … | 2.80 | 5.12 | 4.37 | 4.05 | 3.76 | 3.18 | 5.15 | 3.62 | 6.14 | 9.44 | 3.74 | 1.92 | 3.01 | 3.36 | 3.02 | 4.43 | 6.65 | 4.39 | 3.06 | 5.12 | 4.00 | 3.31 | 4.61 | 3.80 |
| Draw Down(%) | NA | 2.84 | 11.19 | 11.19 | 32.60 | NA | NA | … | … | 0.48 | 3.90 | 8.21 | 7.28 | 6.37 | 3.15 | 9.73 | 3.84 | 8.19 | 30.99 | 5.90 | 1.93 | 5.81 | 6.86 | 2.87 | 11.69 | 18.19 | 14.13 | 2.74 | 17.44 | 4.21 | 2.45 | 3.26 | 10.28 |
| Yield(%) | 0.00 | 4.33 | 4.29 | 5.02 | 4.32 | 4.92 | 4.15 | … | … | 0.37 | 4.69 | 4.79 | 4.77 | 5.41 | 6.24 | 6.26 | 6.33 | 1.44 | 5.52 | 6.24 | 6.12 | 6.02 | 6.14 | 7.21 | 7.78 | 10.52 | 9.80 | 8.93 | 8.35 | 8.56 | 8.75 | 9.42 | 6.85 |
Data as of 03/06/2017, Common starting date is 02/25/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHCCX (VIRTUS HIGH YIELD FUND CLASS B) |
-7.84%
Nov 2005 – Nov 2008 |
-4.78%
Sep 1997 – Sep 2002 |
-1.53%
Nov 1998 – Nov 2008 |
1.37%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHCCX (VIRTUS HIGH YIELD FUND CLASS B) |
17.03%
Mar 1995 – Mar 1998 |
11.79%
Nov 2008 – Nov 2013 |
5.33%
Oct 2002 – Oct 2012 |
4.43%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart