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Virtus Strategy Trust - Virtus AllianzGI Emerging Markets Consumer Fund (AERIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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7.54
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
6.61%
5-year average return
0.00%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 Feb 2019)
36.32%
Worst 1-yr total return (3 Feb 2019)
-21.04%
Best 3-yr total return
36.32%
Worst 3-yr total return
3.77%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AERIX
Category
YTD
-5.39%
8.73%
1-month
-0.54%
1.20%
3-month
-4.62%
5.47%
1-year
-0.25%
41.79%
3-year
9.43%
11.48%
5-year
7.12%
12.18%
10-year
0.00%
4.39%
Last bull market
0.00%
17.73%
Last bear market
0.00%
-25.55%
Annual total return (%) history
Year
AERIX
Category
2021
N/A
N/A
2020
23.16%
17.90%
2019
17.79%
19.25%
2018
-21.04%
-16.07%
2017
36.32%
34.17%
2016
3.81%
8.47%
2015
-13.70%
-13.79%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
2.58%
N/A
N/A
N/A
2020
-20.51%
21.93%
12.06%
13.39%
2019
9.80%
1.81%
-3.71%
9.42%
2018
0.74%
-10.97%
-3.24%
-9.01%
2017
13.67%
6.75%
4.48%
7.53%
2016
-0.25%
5.18%
6.88%
-7.42%
2015
4.15%
-3.04%
-14.48%
-0.06%
Rank in category (by total return)
YTD
72
1-month
63
3-month
73
1-year
81
3-year
55
5-year
76
Load adjusted returns
1-year
35.37%
3-year
10.81%
5-year
10.48%
10-year
N/A
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