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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ZF (Virtus Total Return Fund Inc) NA 18.86% 6.28% 1.00% 22.58% 14.56% 9.78% 18.26%
Data as of 11/18/2019, AR inception is 01/06/1988
More Performance Analytics Comparison
Name Start Date End Date
ZF (Virtus Total Return Fund Inc) 01/06/1988 11/18/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988
Annualized Return (%) 2.75 18.86 6.28 1.00 22.58 14.56 9.78 18.26 29.56 -32.87 24.30 3.29 -7.36 11.44 30.86 354.03 -3.19 13.07 29.37 -35.39 -5.54 25.23 3.59 18.15 6.61 -31.27 -10.95 13.15 16.36 1.75 28.67 15.01 37.51 -3.63 44.03 23.01 53.33 25.57 70.10 100.48
Sharpe Ratio NA -0.30 -1.06 -1.52 0.04 NA NA 0.09 1.00 -3.32 0.53 -1.85 -1.80 -0.63 1.16 2.43 -0.89 -0.31 0.36 -1.41 -1.40 0.36 -2.18 -0.13 -0.79 -1.78 -1.40 -0.65 0.84 -0.07 1.72 0.73 1.88 -0.35 2.39 0.20 0.44 0.92 2.97 2.99
Standard Deviation(%) NA 15.48 13.91 14.52 46.59 NA NA 41.03 14.33 16.38 9.62 16.65 14.34 11.25 10.58 140.06 24.35 17.68 30.08 38.98 19.71 8.05 7.98 10.78 16.11 28.70 23.40 15.46 15.69 23.54 14.60 15.70 17.88 18.95 17.44 101.61 111.49 22.08 21.64 32.42
Draw Down(%) NA 13.86 37.96 37.96 37.96 NA NA 60.43 8.54 37.14 6.10 15.75 17.72 12.68 7.88 10.86 21.45 14.86 32.89 49.68 21.63 6.95 5.71 9.80 16.42 41.57 32.70 12.55 9.20 28.96 8.45 4.51 6.70 12.85 3.66 54.29 56.31 10.93 7.14 13.27
Yield(%) 0.00 0.00 6.19 5.76 23.41 12.13 6.64 26.89 0.00 0.00 14.24 11.12 7.91 7.03 7.08 18.66 10.67 10.77 11.55 10.32 10.24 10.98 8.72 4.48 7.21 8.76 8.95 12.16 12.82 11.53 4.00 10.45 15.76 14.20 22.10 17.56 16.87 23.14 29.55 33.23
Data as of 11/18/2019, AR inception is 01/06/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZF (Virtus Total Return Fund Inc) -15.84%
Jan 2001 - Jan 2004
-7.19%
Jul 1999 - Jul 2004
-3.79%
Feb 1999 - Feb 2009
1.71%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZF (Virtus Total Return Fund Inc) 89.28%
Sep 2011 - Sep 2014
59.24%
Feb 2009 - Feb 2014
37.41%
Mar 1988 - Mar 1998
21.05%
Mar 1988 - Mar 2003
Annualized Rolling Returns Comparison Chart