Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VMFIX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS I) 1.11% 6.59% 7.05% 2.93% 3.94% 4.00% NA
Data as of 06/04/2026, Common starting date 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 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 6.59 7.05 2.93 3.94 4.00 NA 1.11 8.19 5.78 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 1.61 1.15 0.12 0.60 NA NA 0.06 1.69 0.63 1.20 -2.38 0.94 0.74 4.58 -2.01 2.38 2.61 -0.52 0.57 0.74 5.50 0.75 2.71 3.20
Standard Deviation(%) NA 3.02 3.63 3.79 4.02 NA NA 3.54 3.16 3.44 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 2.58 3.22 13.20 17.15 NA NA 2.58 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 5.13 5.92 4.70 4.61 4.73 4.31 1.74 5.94 6.47 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 06/04/2026, Common starting date 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
3.98%
Apr 2011 – Apr 2026
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
4.58%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return