Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMFIX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS I) | 2.54% | 5.36% | 5.88% | 2.97% | 3.44% | 4.38% | NA | 4.70% |
Data as of 07/18/2025, AR inception is 10/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMFIX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS I) | 10/05/2009 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.36 | 5.88 | 2.97 | 3.44 | 4.38 | NA | 4.70 | 2.54 | 4.64 | 9.17 | -9.39 | 1.86 | 6.08 | 11.58 | -3.69 | 6.30 | 10.11 | -1.58 | 1.84 | 2.44 | 14.49 | 3.45 | 10.53 | 2.10 |
| Sharpe Ratio | NA | 0.67 | 0.60 | 0.30 | 0.49 | NA | NA | 0.92 | 0.53 | -0.57 | 1.07 | -2.37 | 0.94 | 0.74 | 4.62 | -1.98 | 2.39 | 2.61 | -0.52 | 0.57 | 0.74 | 5.51 | 0.75 | 2.71 | 3.20 |
| Standard Deviation(%) | NA | 3.40 | 4.12 | 3.71 | 4.06 | NA | NA | 3.86 | 3.56 | 3.40 | 4.64 | 4.57 | 1.94 | 7.88 | 2.21 | 2.53 | 2.38 | 3.80 | 3.11 | 3.22 | 3.25 | 2.65 | 4.58 | 3.85 | 2.80 |
| Draw Down(%) | NA | 3.15 | 6.04 | 13.20 | 17.15 | NA | NA | 17.15 | 3.15 | 1.87 | 3.22 | 12.82 | 1.63 | 17.15 | 0.88 | 4.83 | 1.45 | 3.13 | 5.52 | 6.68 | 6.26 | 2.11 | 7.77 | 4.98 | 1.09 |
| Yield(%) | 0.00 | 5.32 | 5.30 | 4.46 | 4.36 | 5.12 | 4.02 | 5.36 | 2.06 | 5.93 | 5.46 | 4.19 | 3.73 | 3.94 | 4.73 | 4.10 | 4.69 | 4.32 | 4.71 | 6.24 | 6.83 | 7.23 | 6.75 | 4.19 | 0.00 |
Data as of 07/18/2025, AR inception is 10/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMFIX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS I) |
-1.10%
Oct 2019 - Oct 2022 |
0.56%
Oct 2017 - Oct 2022 |
2.29%
Oct 2012 - Oct 2022 |
4.17%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMFIX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS I) |
10.01%
May 2010 - May 2013 |
7.12%
May 2010 - May 2015 |
5.42%
Jan 2010 - Jan 2020 |
4.49%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart