Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMSSX (VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS R6) | 2.13% | 5.00% | 5.68% | 3.11% | NA | NA | NA | 2.98% |
Data as of 07/15/2025, AR inception 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 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.00 | 5.68 | 3.11 | NA | NA | NA | 2.98 | 2.13 | 6.35 | 8.20 | -4.99 | 0.84 | 4.62 | 6.71 | -0.48 | 1.78 | -0.63 |
| Sharpe Ratio | NA | 0.89 | 0.80 | 0.42 | NA | NA | NA | 0.41 | 0.57 | 1.08 | 1.35 | -1.99 | 0.53 | 0.90 | 2.86 | -1.00 | 0.66 | -1.86 |
| Standard Deviation(%) | NA | 2.54 | 3.03 | 2.68 | NA | NA | NA | 2.81 | 2.69 | 2.52 | 3.39 | 3.24 | 1.53 | 4.82 | 1.83 | 1.87 | 1.71 | 2.39 |
| Draw Down(%) | NA | 1.36 | 3.33 | 7.78 | NA | NA | NA | 10.69 | 1.36 | 0.89 | 1.57 | 7.30 | 0.89 | 10.69 | 0.63 | 1.22 | 0.84 | 1.05 |
| Yield(%) | 0.00 | 4.24 | 4.19 | 3.35 | 2.59 | 1.72 | 1.29 | 3.23 | 1.67 | 5.07 | 4.17 | 2.62 | 2.33 | 3.02 | 3.36 | 3.11 | 1.35 | 0.00 |
Data as of 07/15/2025, AR inception 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) |
5.84%
Jun 2022 - Jun 2025 |
4.41%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart