Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAADX (Virtus Convertible Fund Class R6) | 20.92% | 43.93% | 20.44% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 02/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAADX (Virtus Convertible Fund Class R6) | 02/01/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.42 | 43.93 | 20.44 | NA | NA | NA | NA | … | … | 20.92 | 22.59 | 14.23 | 8.50 | -12.02 |
| Sharpe Ratio | NA | 2.63 | 1.38 | NA | NA | NA | NA | … | … | 2.58 | 1.53 | 1.07 | 0.54 | -0.85 |
| Standard Deviation(%) | NA | 14.62 | 12.16 | NA | NA | NA | NA | … | … | 17.48 | 12.91 | 9.93 | 9.10 | 17.17 |
| Draw Down(%) | NA | 7.13 | 13.65 | NA | NA | NA | NA | … | … | 7.13 | 12.44 | 5.36 | 10.32 | 17.70 |
| Yield(%) | 0.00 | 12.19 | 6.56 | 3.94 | 1.97 | 1.31 | 0.99 | … | … | 0.35 | 12.62 | 2.69 | 2.90 | 1.52 |
Data as of 06/17/2026, Common starting date is 02/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAADX (Virtus Convertible Fund Class R6) |
1.43%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAADX (Virtus Convertible Fund Class R6) |
21.49%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart