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Nasdaq - Delayed Quote USD

Virtus Newfleet Core Plus Bond C (SAVCX)

9.79
+0.02
+(0.20%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.89%
5y Average Return 0.53%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 28, 2025) 9.77%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 9.77%
Worst 3Y Total Return -2.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SAVCX
Category
YTD
2.08%
-0.61%
1-Month
-0.37%
0.77%
3-Month
2.08%
1.99%
1-Year
4.23%
3.06%
3-Year
0.56%
5.69%
5-Year
1.11%
3.75%
10-Year
1.49%
3.84%
Last Bull Market
5.94%
4.61%
Last Bear Market
-5.75%
1.87%

Annual Total Return (%) History

Year
SAVCX
Category
2025
--
--
2024
2.31%
--
2023
6.11%
--
2022
-12.88%
--
2021
-0.88%
--
2020
6.61%
8.06%
2019
9.77%
8.94%
2018
-2.58%
-0.61%

2017
4.78%
4.27%
2016
3.66%
3.86%
2015
-0.80%
-0.45%
2014
2.71%
5.42%
2013
-0.09%
-0.90%
2012
7.36%
7.76%
2011
4.71%
6.27%
2010
7.81%
8.51%
2009
11.09%
15.12%
2008
-1.29%
-3.86%
2007
4.28%
5.62%
2006
3.56%
4.48%
2005
0.92%
2.09%
2004
3.52%
4.59%
2003
5.91%
6.32%
2002
8.45%
8.44%
2001
4.54%
7.84%
2000
7.75%
10.08%
1999
-0.20%
-1.06%
1998
--
7.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.08% -- -- --
2024 0.20% 0.08% 4.69% -2.55%
2023 3.09% -0.29% -2.77% 6.16%
2022 -5.07% -5.75% -3.89% 1.30%
2021 -2.66% 1.84% 0.05% -0.06%
2020 -3.47% 6.51% 1.71% 1.94%
2019 4.11% 2.91% 2.18% 0.27%
2018 -1.68% -0.78% 0.50% -0.63%
2017 1.65% 1.64% 1.02% 0.39%
2016 1.81% 2.79% 1.57% -2.47%

2015 1.43% -0.52% -0.98% -0.70%
2014 2.15% 2.56% -1.06% -0.90%
2013 0.71% -3.16% 0.80% 1.63%
2012 1.87% 2.04% 2.06% 1.21%
2011 1.20% 1.34% -0.22% 2.33%
2010 2.46% 2.56% 3.30% -0.69%
2009 -0.34% 5.32% 4.86% 0.94%
2008 0.17% -1.11% -2.24% 1.94%
2007 1.21% -1.12% 2.06% 2.10%
2006 -0.45% -0.46% 3.38% 1.09%
2005 -0.93% 2.41% -0.87% 0.34%
2004 2.47% -2.47% 2.79% 0.77%
2003 1.69% 2.82% 0.51% 0.78%
2002 0.00% 2.47% 3.55% 2.22%
2001 3.46% 0.19% 2.07% -1.20%
2000 0.40% 2.04% 2.43% 2.69%
1999 0.24% -0.68% 0.07% 0.18%
1998 2.05% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 93
3-Month 91
1-Year 90
3-Year 67
5-Year 38

Load Adjusted Returns

1-Year 3.23%
3-Year 0.56%
5-Year 1.11%
10-Year 1.49%

Performance & Risk

YTD Return 1.89%
5y Average Return 0.53%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Virtus
Net Assets 494.63M
YTD Return 2.08%
Yield 4.25%
Morningstar Rating
Inception Date Jul 01, 1998

Fund Summary

The fund seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. It seeks to achieve its objective by applying a time-tested approach of active sector rotation, extensive credit research and disciplined risk management designed to capitalize on opportunities across undervalued areas of the fixed income markets.

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