Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) | 2.32% | 5.51% | 5.17% | 2.62% | NA | NA | NA | 3.45% |
Data as of 07/21/2025, AR inception is 12/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) | 12/20/2018 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.51 | 5.17 | 2.62 | NA | NA | NA | 3.45 | 2.32 | 6.37 | 7.10 | -4.78 | 0.31 | 4.03 | 5.60 | 0.20 |
| Sharpe Ratio | NA | 1.14 | 0.80 | 0.27 | NA | NA | NA | 0.54 | 0.63 | 1.31 | 1.26 | -2.48 | 0.26 | 1.02 | 2.79 | 4.32 |
| Standard Deviation(%) | NA | 2.03 | 2.40 | 2.12 | NA | NA | NA | 2.41 | 2.01 | 2.09 | 2.76 | 2.51 | 1.12 | 3.71 | 1.48 | 1.57 |
| Draw Down(%) | NA | 1.12 | 2.81 | 7.04 | NA | NA | NA | 8.48 | 1.12 | 0.84 | 1.30 | 6.57 | 0.85 | 8.48 | 0.55 | 0.09 |
| Yield(%) | 0.00 | 3.89 | 3.76 | 2.84 | 1.91 | 1.27 | 0.95 | 3.18 | 1.54 | 4.60 | 3.79 | 2.04 | 1.58 | 2.41 | 3.00 | 0.10 |
Data as of 07/21/2025, AR inception is 12/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) |
-0.65%
Oct 2019 - Oct 2022 |
2.07%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) |
5.31%
Jun 2022 - Jun 2025 |
3.58%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart