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
VMFRX (VIRTUS MULTI-SECTOR INTERMEDIATE BOND FUND CLASS R6) 1.17% 6.80% 7.19% 3.08% 4.26% NA NA
Data as of 06/04/2026, Common starting date 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 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
Annualized Return (%) 0.00 6.80 7.19 3.08 4.26 NA NA 1.17 8.31 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 1.65 1.19 0.16 0.68 NA NA 0.11 1.71 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 3.07 3.66 3.80 4.03 NA NA 3.53 3.18 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 2.55 3.19 13.04 17.20 NA NA 2.55 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 5.25 5.93 4.71 4.71 3.48 2.61 1.80 5.98 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 06/04/2026, Common starting date 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) 8.52%
Oct 2022 – Oct 2025
6.65%
Jan 2016 – Jan 2021
4.94%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return