SAVYX vs. AMFIX
Compare and contrast key facts about Virtus Newfleet Core Plus Bond Fund (SAVYX) and AAMA Income Fund (AMFIX).
SAVYX is managed by Virtus. It was launched on Mar 7, 1996. AMFIX is managed by AAMA. It was launched on Jun 30, 2017.
Performance
SAVYX vs. AMFIX - Performance Comparison
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SAVYX vs. AMFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | -0.68% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 0.85% |
AMFIX AAMA Income Fund | 0.21% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
Returns By Period
In the year-to-date period, SAVYX achieves a -0.68% return, which is significantly lower than AMFIX's 0.21% return.
SAVYX
- 1D
- 0.39%
- 1M
- -2.40%
- YTD
- -0.68%
- 6M
- 0.37%
- 1Y
- 4.16%
- 3Y*
- 4.11%
- 5Y*
- 0.96%
- 10Y*
- 2.67%
AMFIX
- 1D
- 0.17%
- 1M
- -0.49%
- YTD
- 0.21%
- 6M
- 1.06%
- 1Y
- 2.97%
- 3Y*
- 3.23%
- 5Y*
- 0.72%
- 10Y*
- —
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SAVYX vs. AMFIX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is lower than AMFIX's 0.92% expense ratio.
Return for Risk
SAVYX vs. AMFIX — Risk / Return Rank
SAVYX
AMFIX
SAVYX vs. AMFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) and AAMA Income Fund (AMFIX). 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.
| SAVYX | AMFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 3.05 | -1.87 |
Sortino ratioReturn per unit of downside risk | 1.70 | 4.95 | -3.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.69 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 4.18 | -2.34 |
Martin ratioReturn relative to average drawdown | 6.15 | 21.12 | -14.97 |
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
| SAVYX | AMFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 3.05 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.34 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.56 | +0.70 |
Correlation
The correlation between SAVYX and AMFIX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SAVYX vs. AMFIX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.61%, more than AMFIX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.61% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
AMFIX AAMA Income Fund | 2.22% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |
Drawdowns
SAVYX vs. AMFIX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for SAVYX and AMFIX.
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Drawdown Indicators
| SAVYX | AMFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -9.35% | -7.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -0.74% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -8.91% | -7.55% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | — | — |
Current DrawdownCurrent decline from peak | -2.40% | -0.49% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -1.75% | -2.06% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.15% | +0.68% |
Volatility
SAVYX vs. AMFIX - Volatility Comparison
Virtus Newfleet Core Plus Bond Fund (SAVYX) has a higher volatility of 1.42% compared to AAMA Income Fund (AMFIX) at 0.48%. This indicates that SAVYX's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAVYX | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.48% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 0.72% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 0.98% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 2.16% | +2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.28% | 1.75% | +2.53% |