Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAVAX (VIRTUS BOND FUND CLASS A) | -0.30% | 4.66% | 4.58% | 0.56% | 2.17% | 2.66% | 3.38% | … | … |
Data as of 06/08/2026, Common starting date is 07/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVAX (VIRTUS BOND FUND CLASS A) | 07/30/1998 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 4.66 | 4.58 | 0.56 | 2.17 | 2.66 | 3.38 | … | … | -0.30 | 6.95 | 3.15 | 6.88 | -12.14 | -1.50 | 7.38 | 10.51 | -1.81 | 4.21 | 4.46 | -0.03 | 3.54 | 0.67 | 8.18 | 5.52 | 8.18 | 8.14 | -1.33 | 5.03 | 4.35 | 1.72 | 4.23 | 6.80 | 8.18 | 5.41 | 8.62 | -0.17 | 1.65 |
| Sharpe Ratio | NA | 0.59 | 0.31 | -0.37 | 0.14 | NA | NA | … | … | -0.52 | 1.02 | -0.10 | 0.52 | -2.25 | -0.50 | 1.36 | 3.11 | -1.33 | 1.39 | 1.53 | -0.03 | 1.57 | 0.22 | 3.84 | 1.58 | 2.42 | 1.77 | -0.38 | 0.56 | 0.35 | -0.20 | 0.91 | 1.76 | 1.94 | 0.81 | 1.67 | -1.23 | 0.16 |
| Standard Deviation(%) | NA | 3.57 | 4.77 | 5.06 | 4.30 | NA | NA | … | … | 3.91 | 4.01 | 4.85 | 6.24 | 6.05 | 3.06 | 5.22 | 2.90 | 2.41 | 2.56 | 2.77 | 2.27 | 2.24 | 2.92 | 2.13 | 3.48 | 3.34 | 4.53 | 5.98 | 3.34 | 2.66 | 2.65 | 3.57 | 3.45 | 3.63 | 3.72 | 2.64 | 2.88 | 4.42 |
| Draw Down(%) | NA | 2.83 | 5.48 | 17.48 | 17.48 | NA | NA | … | … | 2.83 | 2.56 | 3.27 | 6.05 | 15.70 | 2.84 | 10.46 | 1.81 | 2.90 | 1.34 | 3.38 | 2.90 | 3.39 | 5.62 | 0.88 | 2.77 | 2.94 | 3.79 | 8.34 | 2.28 | 1.78 | 2.41 | 4.43 | 3.76 | 1.75 | 3.45 | 1.65 | 2.79 | 2.61 |
| Yield(%) | 0.00 | 4.33 | 4.68 | 3.39 | 3.24 | 3.37 | 3.67 | … | … | 1.48 | 4.88 | 4.95 | 4.25 | 2.44 | 2.18 | 2.50 | 3.12 | 3.25 | 3.03 | 3.07 | 3.21 | 4.08 | 3.89 | 3.13 | 4.23 | 4.10 | 0.73 | 3.40 | 4.30 | 4.22 | 4.61 | 4.26 | 5.07 | 4.41 | 6.31 | 6.54 | 6.23 | 2.90 |
Data as of 06/08/2026, Common starting date is 07/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVAX (VIRTUS BOND FUND CLASS A) |
-4.32%
Oct 2020 – Oct 2023 |
-0.39%
Oct 2017 – Oct 2022 |
1.14%
Oct 2012 – Oct 2022 |
2.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVAX (VIRTUS BOND FUND CLASS A) |
8.87%
May 2000 – May 2003 |
7.19%
Oct 2008 – Oct 2013 |
5.51%
Oct 2000 – Oct 2010 |
5.25%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart