Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XVGIX (Virtus Global Multi-Sector Income Fund) | 1.77% | 4.62% | 6.22% | 2.69% | -0.80% | NA | NA | -0.14% |
Data as of 06/13/2025, AR inception is 02/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVGIX (Virtus Global Multi-Sector Income Fund) | 02/27/2012 | 06/13/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 4.62 | 6.22 | 2.69 | -0.80 | NA | NA | -0.14 | 1.77 | 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 | 0.24 | 0.40 | 0.09 | -0.31 | NA | NA | -0.18 | 0.14 | -0.16 | 0.82 | -1.84 | 0.22 | 0.57 | 1.59 | -2.95 | 1.20 | 0.41 | -1.30 | 0.72 | -0.76 | 1.88 |
| Standard Deviation(%) | NA | 5.67 | 7.26 | 6.63 | 7.13 | NA | NA | 6.79 | 6.48 | 5.31 | 7.97 | 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 | 6.01 | 11.99 | 24.38 | 34.34 | NA | NA | 38.27 | 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 | 11.21 | 10.21 | 8.60 | 4.41 | 3.58 | 2.69 | 4.14 | 4.80 | 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 06/13/2025, AR inception 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) |
4.84%
Dec 2018 - Dec 2021 |
5.38%
Mar 2020 - Mar 2025 |
-0.76%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart