Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSFIX (VIRTUS SENIOR FLOATING RATE FUND CLASS I) | 1.13% | 4.49% | 7.40% | 5.44% | 4.50% | 4.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSFIX (VIRTUS SENIOR FLOATING RATE FUND CLASS I) | 02/12/2008 | 06/04/2026 |
| 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 | 4.49 | 7.40 | 5.44 | 4.50 | 4.20 | NA | … | … | 1.13 | 5.09 | 8.29 | 11.39 | -0.22 | 5.10 | 0.93 | 8.06 | -0.96 | 2.42 | 8.78 | -0.46 | 0.89 | 5.57 | 8.95 | 1.89 | 7.99 | 30.52 | -16.35 |
| Sharpe Ratio | NA | 1.07 | 1.72 | 1.06 | 0.69 | NA | NA | … | … | 0.12 | 0.84 | 1.82 | 2.65 | -0.48 | 3.84 | 0.06 | 2.51 | -1.12 | 1.14 | 4.55 | -0.26 | 0.42 | 3.38 | 4.71 | 0.53 | 3.18 | 5.90 | -2.19 |
| Standard Deviation(%) | NA | 2.31 | 2.63 | 2.74 | 4.18 | NA | NA | … | … | 2.29 | 2.65 | 2.57 | 2.94 | 3.48 | 1.32 | 10.97 | 2.62 | 2.10 | 1.55 | 1.88 | 1.88 | 2.07 | 1.64 | 1.90 | 3.50 | 2.48 | 5.16 | 8.70 |
| Draw Down(%) | NA | 0.88 | 2.63 | 5.78 | 22.75 | NA | NA | … | … | 0.88 | 2.63 | 0.80 | 1.62 | 5.78 | 0.67 | 22.75 | 1.14 | 4.93 | 1.28 | 1.35 | 4.01 | 2.98 | 1.52 | 1.64 | 6.01 | 3.74 | 2.64 | 25.39 |
| Yield(%) | 0.00 | 6.09 | 7.60 | 6.29 | 5.21 | 4.81 | 4.55 | … | … | 2.04 | 7.05 | 8.37 | 8.32 | 4.60 | 3.44 | 3.87 | 5.23 | 4.79 | 4.32 | 4.10 | 4.25 | 4.35 | 4.64 | 5.38 | 5.92 | 6.50 | 4.03 | 4.83 |
Data as of 06/04/2026, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSFIX (VIRTUS SENIOR FLOATING RATE FUND CLASS I) |
-2.57%
Mar 2017 – Mar 2020 |
-0.19%
Mar 2015 – Mar 2020 |
2.21%
Mar 2010 – Mar 2020 |
3.57%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSFIX (VIRTUS SENIOR FLOATING RATE FUND CLASS I) |
12.82%
Dec 2008 – Dec 2011 |
10.56%
Dec 2008 – Dec 2013 |
6.39%
Nov 2008 – Nov 2018 |
5.81%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart