Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SASSX (VIRTUS SEIX ULTRA-SHORT BOND FUND CLASS A) | NA | 6.21% | 2.14% | 1.91% | NA | NA | NA | 2.15% |
Data as of 03/25/2024, AR inception is 07/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SASSX (VIRTUS SEIX ULTRA-SHORT BOND FUND CLASS A) | 07/25/2018 | 03/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.21 | 2.14 | 1.91 | NA | NA | NA | 2.15 | 1.31 | 6.14 | -0.84 | 0.02 | 1.14 | 2.60 | 0.47 |
| Sharpe Ratio | NA | 1.60 | -0.01 | 0.26 | NA | NA | NA | 0.26 | 1.45 | 1.30 | -2.07 | -0.01 | 0.38 | 1.70 | -0.57 |
| Standard Deviation(%) | NA | 1.51 | 1.18 | 1.42 | NA | NA | NA | 1.36 | 1.49 | 1.47 | 1.08 | 0.51 | 2.36 | 0.70 | 0.69 |
| Draw Down(%) | NA | 0.21 | 2.63 | 5.01 | NA | NA | NA | 5.01 | 0.10 | 0.21 | 2.22 | 0.49 | 5.01 | 0.10 | 0.20 |
| Yield(%) | 0.00 | 4.93 | 2.44 | 2.05 | 1.16 | 0.77 | 0.58 | 2.31 | 1.20 | 4.26 | 1.57 | 0.52 | 1.03 | 2.18 | 0.97 |
Data as of 03/25/2024, AR inception is 07/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASSX (VIRTUS SEIX ULTRA-SHORT BOND FUND CLASS A) |
-0.11%
Oct 2019 - Oct 2022 |
1.43%
Aug 2018 - Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SASSX (VIRTUS SEIX ULTRA-SHORT BOND FUND CLASS A) |
2.14%
Feb 2021 - Feb 2024 |
1.95%
Feb 2019 - Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart