Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXCZX (VIRTUS TAX-EXEMPT BOND FUND CLASS C) | 0.52% | 3.23% | 1.93% | -0.37% | 0.76% | 2.07% | NA | … | … |
Data as of 02/04/2026, Common starting date is 06/29/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXCZX (VIRTUS TAX-EXEMPT BOND FUND CLASS C) | 06/29/2006 | 02/04/2026 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 3.23 | 1.93 | -0.37 | 0.76 | 2.07 | NA | … | … | 0.52 | 3.18 | 0.34 | 3.93 | -8.66 | -0.09 | 2.63 | 5.74 | -0.33 | 3.65 | -1.14 | 1.63 | 7.14 | -4.28 | 6.75 | 10.15 | 1.71 | 13.81 | -7.21 | 2.32 | 3.93 |
| Sharpe Ratio | NA | 0.11 | -0.49 | -0.94 | -0.25 | NA | NA | … | … | 2.31 | 0.08 | -1.25 | 0.09 | -2.99 | -0.08 | 0.35 | 2.59 | -1.07 | 1.54 | -0.67 | 0.95 | 3.93 | -1.37 | 2.97 | 3.40 | 0.47 | 3.40 | -1.05 | -0.32 | 1.90 |
| Standard Deviation(%) | NA | 3.58 | 3.09 | 2.92 | 3.19 | NA | NA | … | … | 1.33 | 3.65 | 2.64 | 2.95 | 3.39 | 1.38 | 6.78 | 1.64 | 1.61 | 1.95 | 2.01 | 1.69 | 1.81 | 3.14 | 2.27 | 2.98 | 3.43 | 4.03 | 7.74 | 2.62 | 2.32 |
| Draw Down(%) | NA | 4.22 | 5.35 | 13.13 | 13.13 | NA | NA | … | … | 0.29 | 4.22 | 2.11 | 5.35 | 12.03 | 1.73 | 10.56 | 1.57 | 2.38 | 1.65 | 5.06 | 2.61 | 1.32 | 7.49 | 2.03 | 2.79 | 6.76 | 3.86 | 14.67 | 2.29 | 0.95 |
| Yield(%) | 0.13 | 2.00 | 1.97 | 1.60 | 1.75 | 2.11 | 2.26 | … | … | 0.13 | 2.05 | 2.06 | 1.90 | 1.42 | 1.22 | 1.38 | 1.66 | 2.42 | 2.55 | 1.97 | 1.87 | 2.14 | 1.85 | 1.94 | 3.14 | 3.38 | 0.63 | 2.88 | 3.60 | 3.73 |
Data as of 02/04/2026, Common starting date is 06/29/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXCZX (VIRTUS TAX-EXEMPT BOND FUND CLASS C) |
-3.51%
Oct 2020 – Oct 2023 |
-1.08%
Jul 2020 – Jul 2025 |
0.21%
Oct 2012 – Oct 2022 |
1.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXCZX (VIRTUS TAX-EXEMPT BOND FUND CLASS C) |
8.44%
Dec 2008 – Dec 2011 |
5.74%
Feb 2008 – Feb 2013 |
3.82%
Nov 2008 – Nov 2018 |
2.99%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart