FLARX vs. SAMBX
Compare and contrast key facts about Victory Pioneer Floating Rate Fund Class A (FLARX) and Virtus Seix Floating Rate High Income Fund (SAMBX).
FLARX is an actively managed fund by Victory Capital. It was launched on Feb 23, 2007. SAMBX is managed by Virtus. It was launched on Feb 28, 2006.
Performance
FLARX vs. SAMBX - Performance Comparison
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FLARX vs. SAMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLARX Victory Pioneer Floating Rate Fund Class A | -0.50% | 4.55% | 7.40% | 8.89% | -3.77% | 4.17% | 0.94% | 7.23% | -0.32% | 3.41% |
SAMBX Virtus Seix Floating Rate High Income Fund | -0.06% | 5.88% | 7.03% | 11.21% | -0.86% | 4.86% | 0.41% | 6.66% | 0.24% | 3.89% |
Returns By Period
In the year-to-date period, FLARX achieves a -0.50% return, which is significantly lower than SAMBX's -0.06% return. Over the past 10 years, FLARX has underperformed SAMBX with an annualized return of 3.68%, while SAMBX has yielded a comparatively higher 4.75% annualized return.
FLARX
- 1D
- 0.00%
- 1M
- 0.52%
- YTD
- -0.50%
- 6M
- 0.53%
- 1Y
- 3.62%
- 3Y*
- 5.75%
- 5Y*
- 3.72%
- 10Y*
- 3.68%
SAMBX
- 1D
- 0.13%
- 1M
- 0.40%
- YTD
- -0.06%
- 6M
- 1.80%
- 1Y
- 5.86%
- 3Y*
- 6.99%
- 5Y*
- 5.19%
- 10Y*
- 4.75%
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FLARX vs. SAMBX - Expense Ratio Comparison
FLARX has a 1.08% expense ratio, which is higher than SAMBX's 0.64% expense ratio.
Return for Risk
FLARX vs. SAMBX — Risk / Return Rank
FLARX
SAMBX
FLARX vs. SAMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Pioneer Floating Rate Fund Class A (FLARX) and Virtus Seix Floating Rate High Income Fund (SAMBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FLARX | SAMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 2.04 | -0.66 |
Sortino ratioReturn per unit of downside risk | 2.30 | 3.48 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.68 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.58 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.71 | 11.87 | -4.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLARX | SAMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 2.04 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.42 | 1.79 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 1.21 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 1.17 | -0.22 |
Correlation
The correlation between FLARX and SAMBX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLARX vs. SAMBX - Dividend Comparison
FLARX's dividend yield for the trailing twelve months is around 6.54%, less than SAMBX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLARX Victory Pioneer Floating Rate Fund Class A | 6.54% | 7.17% | 6.29% | 6.97% | 4.94% | 3.15% | 3.57% | 4.68% | 4.36% | 3.80% | 3.55% | 3.46% |
SAMBX Virtus Seix Floating Rate High Income Fund | 7.06% | 7.78% | 8.21% | 8.21% | 5.34% | 3.03% | 4.03% | 5.28% | 5.15% | 4.28% | 4.79% | 4.91% |
Drawdowns
FLARX vs. SAMBX - Drawdown Comparison
The maximum FLARX drawdown since its inception was -30.68%, which is greater than SAMBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for FLARX and SAMBX.
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Drawdown Indicators
| FLARX | SAMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.68% | -24.74% | -5.94% |
Max Drawdown (1Y)Largest decline over 1 year | -1.04% | -1.45% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -6.79% | -5.66% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -19.52% | -20.91% | +1.39% |
Current DrawdownCurrent decline from peak | -0.53% | -0.19% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -1.60% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 0.48% | -0.01% |
Volatility
FLARX vs. SAMBX - Volatility Comparison
The current volatility for Victory Pioneer Floating Rate Fund Class A (FLARX) is 0.63%, while Virtus Seix Floating Rate High Income Fund (SAMBX) has a volatility of 0.67%. This indicates that FLARX experiences smaller price fluctuations and is considered to be less risky than SAMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLARX | SAMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.67% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 1.67% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.63% | 2.88% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.64% | 2.92% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.61% | 3.93% | -0.32% |