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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SAVCX | Category Average | SAVCX | Category Average | SAVCX | Category Average | |
| Alpha | -0.4 | 0 | 1.24 | 0.01 | -0.01 | 0.01 |
| BETA | 0.89 | 0.01 | 0.92 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.07 | 0 | 0.11 | 0 | 0.13 | 0 |
| R-squared | 96.81 | 0.62 | 94.02 | 0.65 | 78.94 | 0.64 |
| Standard Deviation | 6.99 | 0.05 | 6.02 | 0.04 | 5.11 | 0.04 |
| Sharpe Ratio | -0.54 | 0.01 | -0.24 | 0.01 | -0.07 | 0.01 |
| Treynor Ratio | -4.54 | 0.05 | -1.82 | 0.03 | -0.54 | 0.04 |
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