Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) | 0.74% | 4.52% | 5.95% | 2.98% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) | 12/20/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.52 | 5.95 | 2.98 | NA | NA | NA | … | … | 0.74 | 6.19 | 6.37 | 7.10 | -4.78 | 0.31 | 4.03 | 5.60 | 0.20 |
| Sharpe Ratio | NA | 0.96 | 1.29 | 0.22 | NA | NA | NA | … | … | -0.29 | 1.67 | 1.31 | 1.26 | -2.48 | 0.26 | 1.02 | 2.79 | 4.32 |
| Standard Deviation(%) | NA | 1.84 | 2.11 | 2.22 | NA | NA | NA | … | … | 1.87 | 2.00 | 2.09 | 2.76 | 2.51 | 1.12 | 3.71 | 1.48 | 1.57 |
| Draw Down(%) | NA | 1.11 | 1.12 | 7.04 | NA | NA | NA | … | … | 1.11 | 1.12 | 0.84 | 1.30 | 6.57 | 0.85 | 8.48 | 0.55 | 0.09 |
| Yield(%) | 0.00 | 4.25 | 4.51 | 3.36 | 2.38 | 1.58 | 1.19 | … | … | 1.48 | 4.73 | 4.60 | 3.79 | 2.04 | 1.58 | 2.41 | 3.00 | 0.10 |
Data as of 06/10/2026, Common starting date is 12/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) |
-0.65%
Oct 2019 – Oct 2022 |
2.07%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLDRX (Virtus Newfleet Low Duration Core Plus Bond Fund Class R6) |
6.82%
Oct 2022 – Oct 2025 |
3.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart