UK markets closed

Virtus Income & Growth P (AIGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.29+0.08 (+0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.48%
5-year average return7.45%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)48.83%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return48.83%
Worst 3-yr total return2.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAIGPXCategory
YTD1.30%9.69%
1-month-2.58%0.91%
3-month1.46%5.21%
1-year13.89%27.06%
3-year1.21%11.00%
5-year7.22%10.26%
10-year6.87%8.34%
Last bull market16.03%15.58%
Last bear market-14.92%-12.16%

Annual total return (%) history

Year
AIGPXCategory
2024
N/AN/A
2023
19.00%N/A
2022
-19.54%N/A
2021
11.85%N/A
2020
23.23%11.72%
2019
20.11%19.23%
2018
-3.95%-5.76%
2017
13.79%13.21%
2016
9.73%7.34%
2015
-1.90%-1.93%
2014
4.89%6.21%
2013
19.07%16.48%
2012
12.54%11.72%
2011
-1.31%-0.11%
2010
17.11%11.83%
2009
48.83%24.13%
2008
N/A-28.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.99%N/AN/AN/A
20235.53%5.29%-1.89%9.16%
2022-6.97%-14.92%-1.99%3.71%
20211.32%5.81%-0.10%4.44%
2020-14.17%17.93%9.40%11.29%
201910.44%2.57%-0.22%6.27%
20180.30%2.68%4.42%-10.69%
20174.42%2.13%3.12%3.48%
2016-0.29%2.82%5.11%1.83%
20152.04%0.38%-6.32%2.23%
20141.95%3.25%-1.75%1.42%
20136.33%0.52%5.08%6.01%
20128.65%-2.86%5.06%1.50%
20115.43%-1.19%-12.04%7.70%
20104.03%-6.22%10.19%8.94%
20092.79%18.59%14.91%6.25%
2008-20.54%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month14
3-month54
1-year14
3-year63
5-year27

Load adjusted returns

1-year13.89%
3-year1.21%
5-year7.22%
10-year6.87%