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Performance Comparison
Comparison Box

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