Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIBIX (VIRTUS LOW DURATION INCOME FUND CLASS I) | 0.71% | 4.35% | 5.86% | 2.90% | 2.82% | 2.82% | 3.27% | … | … |
Data as of 06/11/2026, Common starting date is 02/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIBIX (VIRTUS LOW DURATION INCOME FUND CLASS I) | 02/28/1996 | 06/11/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.35 | 5.86 | 2.90 | 2.82 | 2.82 | 3.27 | … | … | 0.71 | 6.12 | 6.37 | 6.92 | -4.85 | 0.15 | 4.06 | 5.50 | 0.75 | 2.63 | 2.59 | 1.26 | 2.10 | 1.02 | 6.42 | 3.28 | 6.59 | 9.25 | -2.88 | 4.62 | 4.29 | 1.36 | 2.63 | 4.13 | 6.40 | 7.86 | 10.40 | 0.28 | 7.04 | 7.15 | 4.12 |
| Sharpe Ratio | NA | 0.95 | 1.28 | 0.18 | 0.56 | NA | NA | … | … | -0.33 | 1.69 | 1.33 | 1.22 | -2.52 | 0.12 | 1.01 | 2.82 | -0.51 | 1.57 | 1.63 | 0.89 | 1.65 | 0.65 | 4.51 | 1.33 | 2.22 | 2.42 | -0.75 | 0.49 | 0.34 | -0.35 | 0.48 | 0.96 | 1.47 | 1.28 | 2.00 | -1.04 | 1.11 | 1.17 | 0.34 |
| Standard Deviation(%) | NA | 1.78 | 2.07 | 2.19 | 2.12 | NA | NA | … | … | 1.86 | 1.92 | 2.07 | 2.70 | 2.51 | 1.05 | 3.76 | 1.43 | 1.26 | 1.27 | 1.45 | 1.38 | 1.26 | 1.51 | 1.42 | 2.45 | 2.92 | 3.79 | 5.10 | 3.01 | 2.58 | 2.58 | 3.45 | 3.57 | 3.57 | 4.30 | 3.08 | 2.96 | 3.22 | 2.94 | 3.70 |
| Draw Down(%) | NA | 1.11 | 1.12 | 7.12 | 8.57 | NA | NA | … | … | 1.11 | 1.12 | 0.84 | 1.21 | 6.63 | 0.86 | 8.57 | 0.64 | 0.72 | 0.56 | 1.39 | 0.84 | 0.92 | 2.28 | 0.84 | 1.34 | 2.52 | 2.91 | 7.91 | 1.53 | 1.01 | 2.13 | 3.56 | 3.34 | 2.03 | 3.42 | 1.42 | 2.19 | 2.19 | 1.58 | 2.25 |
| Yield(%) | 0.00 | 4.18 | 4.43 | 3.29 | 2.87 | 2.74 | 3.02 | … | … | 1.45 | 4.66 | 4.51 | 3.71 | 1.97 | 1.52 | 2.32 | 2.99 | 2.68 | 2.24 | 2.11 | 2.27 | 2.28 | 2.19 | 2.37 | 2.96 | 3.58 | 0.76 | 3.57 | 4.31 | 4.27 | 3.76 | 3.46 | 4.27 | 5.35 | 5.81 | 6.44 | 5.42 | 5.97 | 6.26 | 5.04 |
Data as of 06/11/2026, Common starting date is 02/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBIX (VIRTUS LOW DURATION INCOME FUND CLASS I) |
-0.75%
Oct 2019 – Oct 2022 |
0.74%
Oct 2017 – Oct 2022 |
1.38%
Oct 2012 – Oct 2022 |
2.40%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBIX (VIRTUS LOW DURATION INCOME FUND CLASS I) |
9.00%
May 2000 – May 2003 |
7.19%
Aug 1996 – Aug 2001 |
5.29%
Aug 1996 – Aug 2006 |
5.05%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison Chart