Performance analysis of SEIX (VIRTUS SEIX SENIOR LOAN ETF)
Annual Return
Over the past 3 years, SEIX has had an average annual return of +7.37%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SEIX has had an average annual return of +5.78%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 25, 2019, SEIX has had an average annual return of +5.36%, underperforming the benchmark SPY, which returned +15.57% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.92% | +5.10% | +8.41% | +12.50% | -1.77% | +5.49% | +3.17% | +3.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.16% | -0.44% | +0.80% | +1.32% | +0.44% | +0.26% | +0.66% | +2.92% | |||||
| 2025 | +0.59% | +0.07% | -0.49% | -0.47% | +1.34% | +0.84% | +0.85% | +0.56% | +0.62% | +0.10% | +0.38% | +0.62% | +5.10% |
| 2024 | +0.74% | +0.93% | +0.32% | +0.46% | +1.04% | +0.16% | +0.67% | +0.71% | +0.53% | +0.89% | +1.06% | +0.63% | +8.41% |
| 2023 | +2.49% | +0.76% | -0.25% | +0.67% | -0.57% | +2.21% | +1.93% | +0.94% | +0.78% | +0.08% | +1.64% | +1.20% | +12.50% |
| 2022 | +0.21% | -0.38% | -0.34% | -0.18% | -2.91% | -2.16% | +1.98% | +1.46% | -2.19% | +1.68% | +1.02% | +0.16% | -1.77% |
| 2021 | +0.96% | +0.41% | +0.06% | +0.31% | +0.52% | +0.55% | +0.39% | +0.39% | +0.64% | +0.53% | +0.08% | +0.51% | +5.49% |
| 2020 | +0.35% | -0.88% | -9.25% | +4.28% | +2.66% | +1.34% | +1.68% | +0.68% | -0.17% | +0.26% | +2.01% | +0.79% | +3.17% |
| 2019 | +0.08% | -0.26% | +0.30% | +0.77% | -0.21% | +0.09% | +0.24% | +0.72% | +1.69% | +3.46% |
Drawdown analysis of SEIX (VIRTUS SEIX SENIOR LOAN ETF)
The maximum drawdown for the SEIX was -17.50%, occurring on Mar 24, 2020. Recovery took 146 trading sessions.
Since Apr 25, 2019 SEIX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.50% | Jan 21, 2020 | 44 | Mar 24, 2020 | 146 | Oct 20, 2020 | 190 |
| -6.69% | Jan 19, 2022 | 114 | Jul 5, 2022 | 144 | Jan 30, 2023 | 258 |
| -3.01% | Feb 24, 2025 | 31 | Apr 8, 2025 | 26 | May 15, 2025 | 57 |
| -1.89% | Mar 8, 2023 | 11 | Mar 23, 2023 | 16 | Apr 17, 2023 | 27 |
| -1.37% | Sep 18, 2019 | 17 | Oct 11, 2019 | 33 | Nov 27, 2019 | 50 |
| -1.23% | Mar 20, 2024 | 2 | Mar 22, 2024 | 36 | May 14, 2024 | 38 |
| -1.12% | Jan 16, 2026 | 30 | Mar 3, 2026 | 25 | Apr 8, 2026 | 55 |
| -0.76% | May 18, 2023 | 8 | May 31, 2023 | 7 | Jun 9, 2023 | 15 |
| -0.63% | Feb 14, 2023 | 6 | Feb 23, 2023 | 9 | Mar 8, 2023 | 15 |
| -0.62% | Oct 22, 2020 | 7 | Nov 2, 2020 | 4 | Nov 6, 2020 | 11 |
| -0.60% | Nov 26, 2021 | 4 | Dec 2, 2021 | 5 | Dec 9, 2021 | 9 |
| -0.58% | Dec 1, 2023 | 2 | Dec 5, 2023 | 9 | Dec 18, 2023 | 11 |
| -0.58% | Mar 13, 2024 | 2 | Mar 15, 2024 | 3 | Mar 20, 2024 | 5 |
| -0.55% | Oct 3, 2025 | 5 | Oct 10, 2025 | 15 | Oct 31, 2025 | 20 |
| -0.54% | Aug 1, 2019 | 11 | Aug 16, 2019 | 18 | Sep 12, 2019 | 29 |
| -0.54% | Sep 21, 2023 | 11 | Oct 6, 2023 | 2 | Oct 10, 2023 | 13 |
| -0.48% | May 6, 2019 | 20 | Jun 4, 2019 | 6 | Jun 12, 2019 | 26 |
| -0.47% | May 2, 2023 | 4 | May 8, 2023 | 5 | May 15, 2023 | 9 |
| -0.46% | Aug 1, 2024 | 2 | Aug 5, 2024 | 9 | Aug 16, 2024 | 11 |
| -0.42% | Feb 22, 2021 | 11 | Mar 9, 2021 | 21 | Apr 8, 2021 | 32 |
| -0.42% | Apr 18, 2023 | 5 | Apr 25, 2023 | 2 | Apr 27, 2023 | 7 |
| -0.41% | Jan 29, 2024 | 3 | Feb 1, 2024 | 4 | Feb 7, 2024 | 7 |
| -0.36% | Oct 10, 2023 | 3 | Oct 13, 2023 | 3 | Oct 18, 2023 | 6 |
| -0.35% | Nov 9, 2023 | 1 | Nov 10, 2023 | 2 | Nov 14, 2023 | 3 |
| -0.35% | Jul 18, 2023 | 2 | Jul 20, 2023 | 5 | Jul 27, 2023 | 7 |