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
HHYZX (Virtus High Yield Income A) NA 7.86% 8.35% 5.98% NA NA NA
Data as of 08/05/2013, Common starting date is 05/24/2004
More Performance Analytics Comparison
Name Start Date End Date
HHYZX (Virtus High Yield Income A) 05/24/2004 08/05/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 7.86 8.35 5.98 NA NA NA 3.14 12.28 4.36 12.12 22.47 -24.00 2.40 7.05 1.73 8.87
Sharpe Ratio NA 2.52 2.25 1.03 NA NA NA 1.56 4.15 0.92 3.30 4.07 -2.65 -0.14 1.43 -0.15 6.37
Standard Deviation(%) NA 3.10 3.69 5.71 NA NA NA 3.41 2.97 4.69 3.64 5.50 9.37 4.43 2.63 2.87 2.18
Draw Down(%) NA 4.82 7.55 26.37 NA NA NA 4.82 2.55 7.55 4.12 7.89 30.33 6.48 3.16 5.18 0.78
Yield(%) 0.00 5.71 6.24 5.01 4.99 3.33 2.50 3.02 6.74 5.86 6.37 1.61 5.94 6.94 6.71 6.41 4.12
Data as of 08/05/2013, Common starting date is 05/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHYZX (Virtus High Yield Income A) -7.19%
Nov 2005 – Nov 2008
0.27%
Jun 2004 – Jun 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHYZX (Virtus High Yield Income A) 14.16%
Feb 2009 – Feb 2012
5.90%
Jul 2008 – Jul 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return