Virtus Convertible Fund
Virtus Strategy Trust

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
15.49%
Sharpe
-1.49
Sortino
-1.50
Max drawdown
-91.66%
Best month
12.84%
Worst month
-13.11%
Beta vs VBTLX
1.31
Correlation
0.47

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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