Performance analysis of VGI (Virtus Global Multi-Sector Income Fund)
Annual Return
Over the past 3 years, VGI has had an average annual return of +12.82%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, VGI has had an average annual return of +2.60%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, VGI has had an average annual return of +5.10%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 24, 2012, VGI has had an average annual return of +4.76%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.50% | +16.13% | +10.42% | +14.64% | -21.71% | +1.44% | +9.78% | +27.30% | -28.69% | +27.50% | +23.23% | +2.90% |
| 2014 | 2013 | 2012 | |||||||||
| +3.94% | -1.86% | +0.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.34% | +1.08% | -5.23% | +3.52% | +0% | +0% | +0.50% | ||||||
| 2025 | +2.91% | +2.67% | -1.13% | -0.81% | +1.72% | +3.67% | +1.41% | +2.67% | +0.29% | +1.23% | -0.44% | +0.97% | +16.13% |
| 2024 | -0.90% | -0.14% | +2.01% | -3.80% | +3.26% | +2.71% | +3.58% | +3.38% | +2.97% | -0.44% | +2.02% | -4.26% | +10.42% |
| 2023 | +8.59% | -3.38% | -1.76% | +1.16% | -2.07% | +0.39% | +4.99% | -0% | -3.41% | -6.46% | +9.48% | +7.68% | +14.64% |
| 2022 | -4.24% | -4.83% | -0.16% | -9.03% | -0.44% | -5.58% | +4.03% | -0.99% | -9.55% | +1.36% | +9.38% | -2.59% | -21.71% |
| 2021 | -2.25% | +2.63% | +0.34% | +3.55% | -0.08% | -0.66% | +0.51% | +0.17% | -0.09% | +1.19% | -1.63% | -2.08% | +1.44% |
| 2020 | +5.84% | -7.94% | -18.32% | +8.05% | +4.11% | +6.03% | +2.45% | +3.27% | -6.01% | +0.15% | +10.24% | +5.35% | +9.78% |
| 2019 | +11.14% | +1.95% | +0.71% | +3.24% | -0.60% | +3.79% | +4.97% | -4.24% | +1.96% | +3.30% | -1.75% | +0.67% | +27.30% |
| 2018 | -13.98% | +3.69% | +1.34% | -0.71% | -5.79% | -4.10% | +2.44% | -1.66% | +0.96% | -7.70% | -1.73% | -4.67% | -28.69% |
| 2017 | +4.17% | +2.96% | +1.37% | +2.21% | +5.99% | +0.33% | +1.99% | +2.37% | +4.18% | +2.48% | -0.26% | -2.95% | +27.50% |
Drawdown analysis of VGI (Virtus Global Multi-Sector Income Fund)
The maximum drawdown for the VGI was -48.01%, occurring on Mar 18, 2020. Recovery took 286 trading sessions.
The current VGI drawdown is -2.88%.
Since Feb 24, 2012 VGI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.01% | Nov 7, 2017 | 592 | Mar 18, 2020 | 286 | May 6, 2021 | 878 |
| -33.77% | May 20, 2021 | 357 | Oct 19, 2022 | 663 | Jun 12, 2025 | 1020 |
| -18.77% | Apr 10, 2015 | 212 | Feb 11, 2016 | 76 | Jun 1, 2016 | 288 |
| -15.33% | May 16, 2013 | 67 | Aug 21, 2013 | 180 | May 9, 2014 | 247 |
| -13.26% | Mar 22, 2012 | 51 | Jun 5, 2012 | 91 | Oct 12, 2012 | 142 |
| -13.00% | Jul 14, 2014 | 109 | Dec 16, 2014 | 67 | Mar 25, 2015 | 176 |
| -8.21% | Feb 18, 2026 | 28 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -7.19% | Sep 7, 2016 | 48 | Nov 14, 2016 | 27 | Dec 22, 2016 | 75 |
| -5.26% | Oct 16, 2017 | 2 | Oct 18, 2017 | 14 | Nov 7, 2017 | 16 |
| -4.56% | Jun 19, 2017 | 16 | Jul 12, 2017 | 14 | Aug 1, 2017 | 30 |
| -4.28% | Oct 16, 2012 | 20 | Nov 15, 2012 | 31 | Jan 2, 2013 | 51 |
| -4.07% | Aug 4, 2017 | 4 | Aug 10, 2017 | 7 | Aug 21, 2017 | 11 |
| -3.64% | May 6, 2021 | 4 | May 12, 2021 | 5 | May 19, 2021 | 9 |
| -3.27% | Jan 16, 2013 | 46 | Mar 25, 2013 | 13 | Apr 12, 2013 | 59 |
| -2.89% | Jun 5, 2017 | 6 | Jun 13, 2017 | 4 | Jun 19, 2017 | 10 |
| -2.57% | Jun 23, 2016 | 2 | Jun 27, 2016 | 4 | Jul 1, 2016 | 6 |
| -2.27% | Oct 29, 2025 | 17 | Nov 21, 2025 | 23 | Dec 26, 2025 | 40 |
| -2.00% | May 30, 2014 | 3 | Jun 4, 2014 | 11 | Jun 19, 2014 | 14 |
| -1.92% | Dec 23, 2016 | 4 | Dec 30, 2016 | 3 | Jan 5, 2017 | 7 |
| -1.83% | Sep 15, 2025 | 25 | Oct 20, 2025 | 6 | Oct 28, 2025 | 31 |
| -1.81% | Mar 7, 2017 | 2 | Mar 9, 2017 | 13 | Mar 28, 2017 | 15 |
| -1.61% | Jun 8, 2016 | 6 | Jun 16, 2016 | 5 | Jun 23, 2016 | 11 |
| -1.61% | Apr 12, 2013 | 9 | Apr 25, 2013 | 3 | Apr 30, 2013 | 12 |
| -1.52% | Jul 2, 2025 | 10 | Jul 17, 2025 | 8 | Jul 29, 2025 | 18 |
| -1.30% | Oct 5, 2017 | 3 | Oct 10, 2017 | 3 | Oct 13, 2017 | 6 |