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
VMSSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS R6) 1.10% 4.66% 6.21% 3.31% NA NA NA
Data as of 06/04/2026, Common starting date is 11/04/2016
More Performance Analytics Comparison
Name Start Date End Date
VMSSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS R6) 11/04/2016 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
Annualized Return (%) 0.00 4.66 6.21 3.31 NA NA NA 1.10 6.41 6.35 8.20 -4.99 0.84 4.62 6.71 -0.48 1.78 -0.63
Sharpe Ratio NA 1.11 1.22 0.28 NA NA NA 0.08 1.42 1.08 1.35 -1.99 0.53 0.90 2.86 -1.00 0.66 -1.86
Standard Deviation(%) NA 2.41 2.64 2.79 NA NA NA 2.65 2.49 2.52 3.39 3.24 1.53 4.82 1.83 1.87 1.71 2.39
Draw Down(%) NA 1.52 1.52 7.78 NA NA NA 1.52 1.36 0.89 1.57 7.30 0.89 10.69 0.63 1.22 0.84 1.05
Yield(%) 0.00 4.35 4.81 3.72 3.04 2.03 1.52 1.52 4.93 5.07 4.17 2.62 2.33 3.02 3.36 3.11 1.35 0.00
Data as of 06/04/2026, Common starting date is 11/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMSSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS R6) -0.41%
Oct 2019 – Oct 2022
0.88%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMSSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS R6) 7.41%
Oct 2022 – Oct 2025
4.41%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return