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Virtus NFJ International Value Inst (ANJIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.00-0.02 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.80%
5-year average return2.88%
Number of years up13
Number of years down7
Best 1-yr total return (24 Jun 2024)41.99%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return41.99%
Worst 3-yr total return-8.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnANJIXCategory
YTD-0.07%11.56%
1-month3.22%-2.20%
3-month4.26%4.11%
1-year5.28%35.63%
3-year-4.37%5.74%
5-year4.07%8.25%
10-year0.21%4.29%
Last bull market15.81%13.65%
Last bear market-13.37%-23.43%

Annual total return (%) history

Year
ANJIXCategory
2024
N/AN/A
2023
10.67%N/A
2022
-19.02%N/A
2021
10.27%N/A
2020
9.72%0.88%
2019
22.01%17.80%
2018
-15.66%-15.44%
2017
23.16%22.08%
2016
-6.23%3.34%
2015
-13.15%-3.10%
2014
-5.30%-6.32%
2013
10.59%20.81%
2012
21.86%16.21%
2011
-10.88%-12.77%
2010
10.98%7.48%
2009
41.99%30.33%
2008
-44.46%-42.41%
2007
27.42%9.01%
2006
30.74%25.98%
2005
19.15%13.19%
2004
29.53%21.99%
2003
N/A39.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.33%N/AN/AN/A
20237.98%1.18%-6.15%7.94%
2022-7.20%-13.37%-16.14%20.11%
20216.44%4.78%-6.94%6.24%
2020-23.81%15.59%7.11%16.31%
201912.31%2.14%-2.55%9.14%
2018-0.76%-4.28%1.91%-12.89%
20177.08%4.79%5.67%3.86%
2016-3.14%-4.98%4.26%-2.27%
20150.79%1.65%-16.74%1.82%
20140.47%4.93%-5.69%-4.76%
20133.45%-5.04%8.58%3.68%
201213.26%-6.03%7.54%6.48%
20114.71%-0.70%-19.76%6.82%
20100.54%-10.26%14.72%7.21%
2009-11.04%26.43%18.41%6.62%
2008-6.85%2.23%-21.16%-26.01%
20074.51%15.29%6.94%-1.10%
200611.95%-0.82%4.77%12.38%
20051.16%1.67%12.19%3.26%
20043.92%0.88%6.99%15.48%
200320.89%9.51%23.80%N/A

Rank in category (by total return)

YTD99
1-month95
3-month92
1-year100
3-year100
5-year97

Load adjusted returns

1-year5.28%
3-year-4.37%
5-year4.07%
10-year0.21%