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
XVGIX (Virtus Global Multi-Sector Income Fund) 2.75% 12.30% 9.44% 2.58% 1.20% NA NA
Data as of 06/03/2026, Common starting date is 02/27/2012
More Performance Analytics Comparison
Name Start Date End Date
XVGIX (Virtus Global Multi-Sector Income Fund) 02/27/2012 06/03/2026
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 2013 2012
Annualized Return (%) 0.75 12.30 9.44 2.58 1.20 NA NA 2.75 11.50 5.76 10.76 -15.84 0.67 6.92 7.05 -19.41 5.75 3.19 -9.52 4.41 -3.99 6.44
Sharpe Ratio NA 1.93 1.16 0.00 -0.06 NA NA 0.52 1.70 0.41 1.00 -1.85 0.22 0.57 1.57 -2.96 1.20 0.41 -1.30 0.72 -0.76 1.88
Standard Deviation(%) NA 4.79 5.64 6.50 6.78 NA NA 5.92 5.10 5.20 7.15 9.38 2.93 11.70 3.56 7.06 4.27 7.21 7.36 6.12 5.32 4.07
Draw Down(%) NA 4.36 6.39 24.38 33.56 NA NA 4.36 6.01 3.02 7.57 22.99 3.26 24.69 3.44 20.99 2.61 9.07 13.09 11.18 11.67 4.80
Yield(%) 0.00 11.88 11.05 7.97 5.36 3.92 2.94 4.85 11.52 10.98 10.77 8.88 8.33 10.14 3.22 6.68 3.44 0.00 0.72 9.15 2.35 0.00
Data as of 06/03/2026, Common starting date is 02/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XVGIX (Virtus Global Multi-Sector Income Fund) -9.51%
Mar 2017 – Mar 2020
-6.83%
Mar 2015 – Mar 2020
-3.04%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XVGIX (Virtus Global Multi-Sector Income Fund) 11.48%
Oct 2022 – Oct 2025
5.38%
Mar 2020 – Mar 2025
1.95%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return