Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSHFX (Virtus Stone Harbor Strategic Income Fund Class A) | NA | 6.20% | NA | NA | NA | NA | NA | 5.68% |
Data as of 01/31/2024, AR inception is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSHFX (Virtus Stone Harbor Strategic Income Fund Class A) | 04/12/2022 | 01/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 6.20 | NA | NA | NA | NA | NA | 5.68 | -0.24 | 9.86 | -3.58 |
| Sharpe Ratio | NA | 0.51 | NA | NA | NA | NA | NA | -0.03 | -1.95 | 1.50 | -0.88 |
| Standard Deviation(%) | NA | 3.65 | NA | NA | NA | NA | NA | 5.69 | 3.31 | 3.77 | 7.73 |
| Draw Down(%) | NA | 2.92 | NA | NA | NA | NA | NA | 9.08 | 1.06 | 2.92 | 9.08 |
| Yield(%) | 0.00 | 5.02 | 3.28 | 1.97 | 0.98 | 0.66 | 0.49 | 9.83 | 0.00 | 5.18 | 5.09 |
Data as of 01/31/2024, AR inception is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSHFX (Virtus Stone Harbor Strategic Income Fund Class A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSHFX (Virtus Stone Harbor Strategic Income Fund Class A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart