Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PIMSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS I SHARES) 0.84% 4.34% 6.08% 3.54% 3.40% 3.30% NA
Data as of 06/05/2026, Common starting date is 06/12/2008
More Performance Analytics Comparison
Name Start Date End Date
PIMSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS I SHARES) 06/12/2008 06/05/2026
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 (%) -0.44 4.34 6.08 3.54 3.40 3.30 NA 0.84 6.09 6.37 7.49 -3.22 1.29 4.56 6.37 -0.52 2.90 5.23 0.61 1.25 1.77 9.67 3.35 10.43 23.51 -14.63
Sharpe Ratio NA 1.07 1.21 0.40 0.67 NA NA 0.04 1.33 1.05 1.23 -1.39 0.78 0.88 2.81 -1.09 1.14 2.25 0.26 0.62 0.79 4.41 1.00 2.98 6.29 -5.14
Standard Deviation(%) NA 2.42 2.60 2.77 2.76 NA NA 2.55 2.43 2.62 3.16 3.35 1.61 4.86 1.74 1.75 1.97 2.24 2.19 2.00 2.20 2.20 3.32 3.47 3.72 4.95
Draw Down(%) NA 1.30 1.30 5.78 10.69 NA NA 1.30 1.17 0.89 1.36 5.78 0.85 10.69 0.63 1.19 0.94 1.42 2.06 2.78 3.29 1.44 4.50 2.74 2.85 15.95
Yield(%) 0.00 4.26 4.77 3.64 3.39 3.43 3.33 1.48 4.83 5.09 4.05 2.54 2.23 2.98 3.25 3.05 3.26 3.24 3.15 3.33 3.74 4.62 4.98 5.38 1.44 1.58
Data as of 06/05/2026, Common starting date is 06/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIMSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS I SHARES) 0.33%
Oct 2019 – Oct 2022
1.26%
Sep 2017 – Sep 2022
1.90%
Oct 2012 – Oct 2022
3.31%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIMSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS I SHARES) 13.06%
Feb 2009 – Feb 2012
9.52%
Feb 2009 – Feb 2014
5.72%
Feb 2009 – Feb 2019
4.81%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return