Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMFRX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS R6) | 2.40% | 5.18% | 6.17% | 3.29% | 3.76% | NA | NA | 3.74% |
Data as of 07/16/2025, AR inception is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMFRX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS R6) | 11/28/2014 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 5.18 | 6.17 | 3.29 | 3.76 | NA | NA | 3.74 | 2.40 | 6.06 | 9.21 | -9.23 | 2.04 | 6.25 | 11.80 | -3.29 | 7.41 | 10.59 | -1.42 | -2.35 |
| Sharpe Ratio | NA | 0.68 | 0.69 | 0.36 | 0.58 | NA | NA | 0.54 | 0.51 | 0.70 | 1.22 | -2.34 | 1.01 | 0.75 | 4.63 | -1.86 | 2.92 | 2.76 | -0.48 | -3.24 |
| Standard Deviation(%) | NA | 3.41 | 4.11 | 3.71 | 4.06 | NA | NA | 4.05 | 3.53 | 3.51 | 4.58 | 4.58 | 1.99 | 7.93 | 2.23 | 2.53 | 2.32 | 3.75 | 3.04 | 7.37 |
| Draw Down(%) | NA | 3.11 | 6.00 | 13.04 | 17.20 | NA | NA | 17.20 | 3.11 | 1.85 | 3.19 | 12.75 | 1.62 | 17.20 | 0.88 | 4.44 | 1.55 | 3.03 | 5.39 | 4.99 |
| Yield(%) | 0.00 | 5.26 | 5.45 | 4.56 | 4.49 | 3.15 | 2.36 | 4.72 | 2.04 | 6.42 | 5.42 | 4.16 | 3.72 | 3.92 | 4.73 | 4.49 | 4.73 | 4.78 | 4.78 | 1.76 |
Data as of 07/16/2025, AR inception is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMFRX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS R6) |
-0.96%
Oct 2019 - Oct 2022 |
0.77%
Oct 2017 - Oct 2022 |
3.53%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMFRX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS R6) |
6.62%
Dec 2018 - Dec 2021 |
6.65%
Jan 2016 - Jan 2021 |
3.81%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart