Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVBX (VIRTUS BOND FUND CLASS B) | NA | 3.74% | 1.39% | 2.22% | 3.39% | 3.76% | NA | 3.90% |
Data as of 03/06/2017, AR inception is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVBX (VIRTUS BOND FUND CLASS B) | 07/30/1998 | 03/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 3.74 | 1.39 | 2.22 | 3.39 | 3.76 | NA | 3.90 | 0.44 | 3.78 | -0.87 | 2.77 | -0.07 | 7.39 | 4.73 | 7.40 | 7.96 | -1.95 | 4.18 | 3.57 | 1.02 | 3.34 | 5.92 | 8.68 | 4.54 | 7.76 | -0.96 | 1.48 |
| Sharpe Ratio | NA | 1.25 | 0.53 | 0.86 | 0.86 | NA | NA | 0.74 | 0.75 | 1.31 | -0.41 | 1.25 | -0.04 | 3.48 | 1.31 | 2.16 | 1.71 | -0.48 | 0.35 | 0.10 | -0.44 | 0.66 | 1.50 | 2.09 | 0.61 | 1.39 | -1.46 | 0.10 |
| Standard Deviation(%) | NA | 2.80 | 2.45 | 2.48 | 3.50 | NA | NA | 3.38 | 2.98 | 2.72 | 2.22 | 2.20 | 2.89 | 2.13 | 3.58 | 3.39 | 4.60 | 5.91 | 3.32 | 2.66 | 2.62 | 3.64 | 3.48 | 3.63 | 3.72 | 2.67 | 2.87 | 4.42 |
| Draw Down(%) | NA | 3.58 | 3.62 | 5.73 | 8.89 | NA | NA | 8.89 | 0.96 | 3.58 | 3.47 | 3.55 | 5.73 | 0.99 | 2.88 | 3.16 | 3.77 | 8.89 | 2.40 | 2.07 | 2.58 | 4.56 | 3.95 | 1.78 | 3.62 | 1.69 | 3.02 | 2.61 |
| Yield(%) | 0.00 | 2.17 | 2.56 | 2.71 | 2.89 | 3.34 | 3.34 | 3.71 | 0.20 | 2.36 | 2.53 | 3.41 | 3.23 | 2.35 | 3.53 | 3.45 | 0.60 | 2.89 | 3.58 | 3.57 | 3.88 | 3.58 | 4.39 | 5.02 | 6.08 | 6.20 | 5.75 | 2.56 |
Data as of 03/06/2017, AR inception is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVBX (VIRTUS BOND FUND CLASS B) |
0.53%
Feb 2013 - Feb 2016 |
1.22%
Oct 2003 - Oct 2008 |
3.22%
Nov 1998 - Nov 2008 |
3.65%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVBX (VIRTUS BOND FUND CLASS B) |
8.47%
May 2000 - May 2003 |
6.55%
Oct 2008 - Oct 2013 |
4.91%
Oct 2000 - Oct 2010 |
4.58%
Aug 1999 - Aug 2014 |
Annualized Rolling Returns Comparison Chart