Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBFRX (VIRTUS BOND FUND CLASS R6) | 1.84% | 3.55% | 3.35% | 0.68% | NA | NA | NA | 2.28% |
Data as of 07/15/2025, AR inception is 11/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBFRX (VIRTUS BOND FUND CLASS R6) | 11/08/2016 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 3.55 | 3.35 | 0.68 | NA | NA | NA | 2.28 | 1.84 | 3.49 | 7.22 | -11.83 | 0.24 | 7.80 | 11.00 | -1.49 | 3.74 | -1.92 |
| Sharpe Ratio | NA | 0.12 | 0.03 | -0.26 | NA | NA | NA | 0.12 | 0.24 | -0.03 | 0.58 | -2.22 | 0.07 | 1.44 | 3.41 | -1.22 | 1.30 | -3.31 |
| Standard Deviation(%) | NA | 4.66 | 5.58 | 4.92 | NA | NA | NA | 4.40 | 4.63 | 4.88 | 6.23 | 5.98 | 2.87 | 5.24 | 2.79 | 2.36 | 2.38 | 3.94 |
| Draw Down(%) | NA | 3.65 | 8.46 | 16.06 | NA | NA | NA | 16.06 | 2.68 | 3.21 | 5.87 | 15.52 | 2.74 | 10.46 | 1.78 | 2.82 | 1.41 | 2.80 |
| Yield(%) | 0.00 | 4.38 | 4.32 | 3.57 | 2.87 | 1.92 | 1.44 | 3.59 | 1.74 | 5.25 | 4.60 | 2.76 | 3.80 | 2.87 | 3.61 | 3.58 | 1.59 | 0.00 |
Data as of 07/15/2025, AR inception is 11/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFRX (VIRTUS BOND FUND CLASS R6) |
-3.52%
Oct 2020 - Oct 2023 |
0.27%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBFRX (VIRTUS BOND FUND CLASS R6) |
6.48%
Nov 2018 - Nov 2021 |
4.15%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart