Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBCX (VIRTUS STRATEGIC ALLOCATION FUND CLASS C) | NA | -6.78% | 7.67% | 3.32% | 7.25% | NA | NA | … | … |
Data as of 01/28/2019, Common starting date is 04/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBCX (VIRTUS STRATEGIC ALLOCATION FUND CLASS C) | 04/25/2005 | 01/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | -6.78 | 7.67 | 3.32 | 7.25 | NA | NA | … | … | 6.40 | -6.69 | 18.81 | -0.28 | -4.73 | 3.94 | 14.53 | 11.27 | 0.72 | 10.91 | 20.63 | -26.93 | 5.05 | 11.88 | 2.93 |
| Sharpe Ratio | NA | -0.68 | 0.74 | 0.31 | 0.65 | NA | NA | … | … | 10.62 | -0.65 | 3.29 | -0.05 | -0.49 | 0.50 | 1.81 | 1.29 | 0.05 | 0.94 | 1.25 | -1.18 | 0.22 | 1.42 | 0.34 |
| Standard Deviation(%) | NA | 12.65 | 9.36 | 9.26 | 10.81 | NA | NA | … | … | 12.87 | 12.30 | 5.55 | 9.04 | 9.75 | 7.85 | 8.02 | 8.75 | 15.19 | 11.49 | 16.43 | 23.49 | 9.11 | 6.09 | 5.74 |
| Draw Down(%) | NA | 15.97 | 15.97 | 16.22 | 16.22 | NA | NA | … | … | 1.32 | 15.97 | 1.86 | 8.34 | 11.12 | 7.40 | 7.08 | 6.44 | 14.38 | 10.75 | 16.94 | 35.91 | 5.76 | 4.49 | 3.59 |
| Yield(%) | 0.00 | 4.45 | 5.40 | 4.74 | 5.54 | 4.18 | 3.14 | … | … | 0.00 | 4.69 | 1.56 | 8.87 | 3.94 | 5.89 | 11.06 | 0.65 | 0.85 | 1.08 | 0.31 | 1.73 | 8.38 | 11.31 | 3.08 |
Data as of 01/28/2019, Common starting date is 04/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBCX (VIRTUS STRATEGIC ALLOCATION FUND CLASS C) |
-9.19%
Feb 2006 – Feb 2009 |
-0.30%
Jun 2005 – Jun 2010 |
2.67%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBCX (VIRTUS STRATEGIC ALLOCATION FUND CLASS C) |
17.70%
Feb 2009 – Feb 2012 |
14.45%
Feb 2009 – Feb 2014 |
7.36%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart