Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMSTX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS C1) | 0.52% | 3.61% | 5.25% | 2.63% | 2.53% | 2.36% | 2.93% | … | … |
Data as of 06/05/2026, Common starting date is 06/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMSTX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS C1) | 06/30/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 3.61 | 5.25 | 2.63 | 2.53 | 2.36 | 2.93 | … | … | 0.52 | 5.23 | 5.20 | 8.02 | -5.00 | -0.16 | 3.69 | 5.38 | -1.51 | 2.87 | 4.33 | -0.65 | 0.26 | 0.77 | 8.46 | 2.53 | 9.03 | 23.44 | -15.68 | 2.36 | 4.70 | 0.81 | 3.94 | 2.41 |
| Sharpe Ratio | NA | 0.45 | 0.80 | 0.04 | 0.34 | NA | NA | … | … | -0.59 | 1.05 | 0.61 | 1.40 | -2.05 | -0.12 | 0.72 | 2.50 | -1.68 | 1.30 | 2.01 | -0.35 | 0.13 | 0.34 | 4.34 | 0.78 | 2.81 | 6.25 | -3.57 | -0.30 | 0.55 | -0.58 | 0.93 | 1.29 |
| Standard Deviation(%) | NA | 2.16 | 2.47 | 2.64 | 2.63 | NA | NA | … | … | 2.18 | 2.24 | 2.57 | 3.15 | 3.15 | 1.51 | 4.74 | 1.57 | 1.73 | 1.71 | 2.05 | 1.93 | 1.85 | 2.15 | 1.95 | 3.20 | 3.18 | 3.74 | 4.65 | 2.63 | 2.35 | 2.49 | 3.19 | 3.22 |
| Draw Down(%) | NA | 1.50 | 1.50 | 8.05 | 10.79 | NA | NA | … | … | 1.50 | 1.30 | 0.88 | 1.56 | 7.50 | 0.92 | 10.79 | 0.63 | 2.11 | 0.83 | 1.49 | 2.58 | 3.15 | 3.54 | 1.43 | 4.64 | 2.93 | 2.84 | 17.15 | 1.85 | 1.42 | 1.96 | 3.99 | 2.69 |
| Yield(%) | 0.00 | 3.35 | 3.72 | 2.70 | 2.41 | 2.46 | 2.82 | … | … | 1.16 | 3.82 | 3.98 | 3.03 | 1.59 | 1.24 | 1.95 | 2.33 | 2.05 | 2.22 | 2.16 | 2.08 | 2.33 | 2.75 | 3.52 | 3.96 | 4.09 | 1.22 | 4.07 | 4.41 | 3.76 | 3.45 | 3.65 | 1.56 |
Data as of 06/05/2026, Common starting date is 06/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSTX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS C1) |
-3.32%
Dec 2005 – Dec 2008 |
-1.09%
Dec 2003 – Dec 2008 |
0.86%
Oct 2012 – Oct 2022 |
2.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMSTX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS C1) |
12.18%
Feb 2009 – Feb 2012 |
8.56%
Dec 2008 – Dec 2013 |
4.82%
Feb 2009 – Feb 2019 |
3.91%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart