Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSFRX (VIRTUS SENIOR FLOATING RATE FUND CLASS A) | 0.80% | 3.87% | 6.80% | 5.08% | 4.24% | 3.95% | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSFRX (VIRTUS SENIOR FLOATING RATE FUND CLASS A) | 02/12/2008 | 06/11/2026 |
| 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 (%) | -0.24 | 3.87 | 6.80 | 5.08 | 4.24 | 3.95 | NA | … | … | 0.80 | 4.85 | 7.89 | 11.21 | -0.47 | 4.71 | 0.78 | 8.02 | -1.20 | 2.15 | 8.49 | -0.71 | 0.64 | 5.31 | 8.67 | 1.63 | 7.76 | 30.59 | -16.42 |
| Sharpe Ratio | NA | 0.64 | 1.53 | 0.98 | 0.63 | NA | NA | … | … | -0.03 | 0.76 | 1.73 | 2.63 | -0.56 | 3.65 | 0.05 | 2.58 | -1.26 | 0.97 | 4.34 | -0.40 | 0.31 | 3.20 | 4.49 | 0.46 | 3.15 | 5.94 | -2.20 |
| Standard Deviation(%) | NA | 2.29 | 2.53 | 2.69 | 4.17 | NA | NA | … | … | 2.32 | 2.61 | 2.47 | 2.90 | 3.40 | 1.29 | 11.01 | 2.54 | 2.06 | 1.55 | 1.91 | 1.83 | 2.04 | 1.65 | 1.93 | 3.48 | 2.44 | 5.13 | 8.71 |
| Draw Down(%) | NA | 1.04 | 2.52 | 5.89 | 22.67 | NA | NA | … | … | 1.04 | 2.52 | 0.80 | 1.59 | 5.89 | 0.55 | 22.67 | 0.99 | 4.87 | 1.41 | 1.37 | 4.13 | 3.03 | 1.54 | 1.66 | 5.91 | 3.66 | 2.64 | 25.47 |
| Yield(%) | 0.00 | 5.84 | 7.30 | 6.03 | 4.99 | 4.60 | 4.36 | … | … | 1.95 | 6.82 | 8.11 | 8.06 | 4.35 | 3.18 | 3.61 | 5.20 | 4.55 | 4.07 | 3.84 | 3.99 | 4.11 | 4.39 | 5.12 | 5.66 | 6.29 | 3.96 | 4.65 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PSFRX (VIRTUS SENIOR FLOATING RATE FUND CLASS A) |
-2.74%
Mar 2017 – Mar 2020 |
-0.40%
Mar 2015 – Mar 2020 |
1.99%
Mar 2010 – Mar 2020 |
3.36%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSFRX (VIRTUS SENIOR FLOATING RATE FUND CLASS A) |
12.67%
Dec 2008 – Dec 2011 |
10.36%
Dec 2008 – Dec 2013 |
6.16%
Nov 2008 – Nov 2018 |
5.58%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart