Virtus ETF Trust Virtus Newfleet Short… (VSHY) Performance
VSHY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.5% since Dec 31, 2025
- 1 year
- +3.2% total return
- 5 years
- +3.9% a year
- Since first price
- +4.1% a year since 2016
VSHY trailing returns vs SPY, QQQ, AGG
| Period | VSHY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.5% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.3% | −1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.3% | −1.8% | +7.8% | +8.4% | −1.5% |
| YTD | +2.5% | −2.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.2% | −3.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +29.0%+8.9%/yr | +5.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +20.9%+3.9%/yr | −13.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionDec 6, 2016 | +48.1%+4.1%/yr | −14.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: VSHY vs SPY
From Dec 6, 2016: VSHY grew to $14,814, SPY to $40,140.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
VSHY returns by calendar year
7 of 9 full years positive. Best 2023 (+12.5%), worst 2022 (−10.0%). 2026 is year to date.
VSHY annual returns table
| Year | VSHY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.5% | −2.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.9% | −4.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.0% | −2.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +12.5% | −4.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −10.0% | −14.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +5.6% | −1.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +5.2% | −14.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +9.8% | −1.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −1.9% | −5.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +3.3% | −1.1% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
VSHY largest drawdowns
Now 0.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 21, 2020 | −14.4% | Mar 24, 2020 | Oct 12, 2020 | 32 days | 8 months |
| Dec 28, 2021 | −14.1% | Sep 29, 2022 | Dec 14, 2023 | 9 months | 2.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
VSHY risk statistics
| Statistic | 3 years | 5 years | Since 2016 |
|---|---|---|---|
| Annualized return | +7.4% | +3.6% | +4.0% |
| Volatility (annualized) | 4.2% | 6.4% | 6.1% |
| Sharpe ratio | 0.69 | 0.02 | 0.29 |
| Sortino ratio | 1.20 | 0.03 | 0.38 |
| Best month | +4.0% | +4.3% | +4.3% |
| Worst month | −1.9% | −6.5% | −9.2% |
| Best 12 months | +14.5% | +14.5% | +17.4% |
| Worst 12 months | +2.4% | −13.3% | −13.3% |
| Positive months | 75% | 62% | 67% |
| Beta vs S&P 500 | 0.25 | 0.34 | — |
| Correlation with S&P 500 | 0.75 | 0.83 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
VSHY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 107 | −13.3% | +5.2% | +17.4% | 83% |
| 3-year (a year) | 83 | −0.8% | +3.7% | +10.4% | 96% |
| 5-year (a year) | 59 | +0.7% | +3.8% | +6.2% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
VSHY performance overview
Virtus ETF Trust Virtus Newfleet Short… (VSHY) returned +3.2% over the past year and +3.9% a year over five years, with distributions reinvested. Since its first recorded price in 2016 it has returned +4.1% a year, turning $10,000 into about $14,814. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.4%, from Feb 21, 2020 to Mar 24, 2020, and it took 7 months to get back to the old high. VSHY finished 7 of its 9 full calendar years with a gain; the best year was 2023 (+12.5%) and the worst 2022 (−10.0%). Volatility has been 6.1% a year.
Related: VSHY chart, VSHY dividends. See the VSHY overview for the latest quote and fund facts.
VSHY performance FAQ
What is the VSHY return over the past year?
VSHY returned +3.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.0%.
What is the average annual return of VSHY?
VSHY has returned +3.9% a year over 5 years, +4.1% a year since December 6, 2016 (total return, distributions reinvested).
How much would $10,000 invested in VSHY be worth?
$10,000 invested in VSHY at its first recorded close on December 6, 2016 would be worth about $14,814 on October 23, 2026 with distributions reinvested.
What was the worst year for VSHY?
The worst calendar year was 2022, with a total return of −10.0%. The best was 2023 at +12.5%.
What is the biggest drawdown of VSHY?
The largest peak-to-trough decline was −14.4% between February 21, 2020 and March 24, 2020. It recovered to the old high on October 12, 2020, 7 months after the bottom.
How volatile is VSHY?
Over the past 3 years VSHY had an annualized volatility of 4.2% and a Sharpe ratio of 0.69 (excess return over 1–3 month T-bills per unit of risk).