Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAVYX (VIRTUS BOND FUND CLASS I) | 2.11% | 3.70% | 3.28% | 0.28% | 2.32% | 3.06% | 3.42% | 4.64% |
Data as of 07/11/2025, AR inception is 04/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVYX (VIRTUS BOND FUND CLASS I) | 04/29/1996 | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 3.70 | 3.28 | 0.28 | 2.32 | 3.06 | 3.42 | 4.64 | 2.11 | 2.54 | 7.08 | -11.94 | -1.19 | 7.58 | 10.70 | -1.49 | 5.44 | 4.80 | 0.20 | 3.71 | 0.96 | 8.49 | 5.68 | 8.50 | 8.20 | -1.13 | 5.24 | 4.58 | 2.09 | 4.55 | 7.00 | 9.54 | 5.60 | 8.67 | 1.57 | 7.64 | 12.86 | 7.63 |
| Sharpe Ratio | NA | 0.11 | -0.01 | -0.36 | 0.21 | NA | NA | 0.81 | 0.22 | -0.83 | 0.45 | -2.21 | -0.40 | 1.39 | 3.14 | -1.16 | 1.96 | 1.67 | 0.07 | 1.60 | 0.31 | 3.92 | 1.59 | 2.52 | 1.76 | -0.34 | 0.69 | 0.51 | -0.03 | 1.01 | 1.82 | 2.36 | 0.89 | 1.81 | -0.62 | 1.03 | 3.11 | 2.74 |
| Standard Deviation(%) | NA | 4.62 | 5.62 | 4.96 | 4.23 | NA | NA | 3.72 | 4.66 | 4.88 | 6.27 | 6.04 | 3.00 | 5.26 | 2.96 | 2.42 | 2.47 | 2.75 | 2.32 | 2.31 | 2.97 | 2.17 | 3.55 | 3.34 | 4.61 | 5.97 | 3.29 | 2.56 | 2.60 | 3.58 | 3.47 | 3.57 | 3.73 | 2.53 | 2.66 | 4.18 | 2.99 | 2.90 |
| Draw Down(%) | NA | 3.66 | 8.48 | 17.26 | 17.26 | NA | NA | 17.26 | 2.60 | 3.03 | 5.95 | 15.52 | 2.76 | 10.54 | 1.78 | 2.85 | 1.41 | 3.30 | 2.80 | 3.28 | 5.69 | 0.87 | 2.70 | 2.98 | 3.75 | 8.19 | 2.24 | 1.78 | 2.43 | 4.37 | 3.76 | 1.83 | 3.42 | 1.60 | 2.62 | 2.61 | 1.58 | 0.97 |
| Yield(%) | 0.00 | 4.33 | 4.10 | 3.14 | 3.27 | 3.61 | 3.71 | 4.81 | 1.71 | 4.78 | 4.48 | 2.66 | 2.42 | 2.74 | 3.32 | 3.50 | 3.25 | 3.24 | 3.39 | 4.24 | 4.04 | 3.31 | 4.39 | 4.27 | 0.76 | 3.56 | 4.51 | 4.44 | 4.85 | 4.56 | 5.36 | 5.41 | 6.40 | 6.78 | 7.33 | 6.78 | 7.43 | 5.54 |
Data as of 07/11/2025, AR inception is 04/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVYX (VIRTUS BOND FUND CLASS I) |
-4.06%
Oct 2020 - Oct 2023 |
-0.14%
Oct 2017 - Oct 2022 |
1.48%
Oct 2012 - Oct 2022 |
2.96%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVYX (VIRTUS BOND FUND CLASS I) |
9.52%
May 2000 - May 2003 |
8.53%
May 1996 - May 2001 |
6.58%
Aug 1996 - Aug 2006 |
6.35%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison Chart