Virtus Newfleet Short Duration High Income 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.)
4.32%
Sharpe
-1.91
Sortino
-1.79
Max drawdown
-56.44%
Best month
5.84%
Worst month
-11.51%
Beta vs VBTLX
0.42
Correlation
0.54

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

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