Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVCX (VIRTUS BOND FUND CLASS C) | 2.17% | 3.18% | 2.45% | -0.62% | 1.37% | 2.09% | 2.48% | 3.25% |
Data as of 07/11/2025, AR inception is 05/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVCX (VIRTUS BOND FUND CLASS C) | 05/19/2000 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 3.18 | 2.45 | -0.62 | 1.37 | 2.09 | 2.48 | 3.25 | 2.17 | 1.60 | 6.13 | -12.89 | -2.23 | 6.61 | 9.72 | -2.58 | 4.54 | 3.67 | -0.79 | 2.74 | -0.08 | 7.36 | 4.71 | 7.47 | 7.94 | -1.95 | 4.28 | 3.56 | 0.92 | 3.53 | 5.91 | 8.45 | 4.54 | 8.32 |
| Sharpe Ratio | NA | 0.00 | -0.16 | -0.54 | -0.01 | NA | NA | 0.52 | 0.24 | -1.04 | 0.30 | -2.37 | -0.78 | 1.21 | 2.95 | -1.74 | 1.62 | 1.29 | -0.37 | 1.23 | -0.04 | 3.51 | 1.30 | 2.22 | 1.71 | -0.48 | 0.38 | 0.11 | -0.48 | 0.71 | 1.52 | 2.06 | 0.60 | 4.06 |
| Standard Deviation(%) | NA | 4.69 | 5.60 | 4.93 | 4.18 | NA | NA | 3.77 | 4.76 | 4.82 | 6.22 | 6.05 | 2.90 | 5.24 | 2.82 | 2.25 | 2.42 | 2.68 | 2.19 | 2.21 | 2.88 | 2.10 | 3.62 | 3.33 | 4.60 | 6.01 | 3.38 | 2.66 | 2.60 | 3.62 | 3.44 | 3.57 | 3.72 | 2.39 |
| Draw Down(%) | NA | 4.01 | 8.71 | 18.19 | 18.19 | NA | NA | 18.19 | 2.69 | 3.36 | 6.54 | 16.24 | 2.95 | 10.54 | 1.77 | 3.49 | 1.37 | 3.65 | 3.45 | 3.54 | 5.71 | 0.90 | 2.87 | 3.15 | 3.76 | 8.79 | 2.40 | 2.07 | 2.58 | 4.55 | 3.85 | 1.87 | 3.52 | 1.55 |
| Yield(%) | 0.00 | 3.84 | 3.32 | 2.34 | 2.39 | 2.69 | 2.81 | 3.42 | 1.74 | 3.85 | 3.49 | 1.75 | 1.45 | 1.73 | 2.38 | 2.52 | 2.37 | 2.35 | 2.52 | 3.38 | 3.22 | 2.34 | 3.52 | 3.44 | 0.60 | 2.88 | 3.58 | 3.56 | 3.88 | 3.58 | 4.39 | 4.91 | 6.07 | 4.59 |
Data as of 07/11/2025, AR inception is 05/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVCX (VIRTUS BOND FUND CLASS C) |
-5.05%
Oct 2020 - Oct 2023 |
-1.13%
Oct 2017 - Oct 2022 |
0.48%
Oct 2012 - Oct 2022 |
2.02%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVCX (VIRTUS BOND FUND CLASS C) |
8.30%
Oct 2008 - Oct 2011 |
6.54%
Oct 2008 - Oct 2013 |
4.90%
Oct 2000 - Oct 2010 |
4.33%
Jun 2000 - Jun 2015 |
Annualized Rolling Returns Comparison Chart