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Virtus Emerging Markets Opportunities Fund (AOTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.33+0.07 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.12%
5-year average return5.43%
Number of years up12
Number of years down7
Best 1-yr total return (2 Jul 2024)67.06%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return67.06%
Worst 3-yr total return-4.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAOTIXCategory
YTD10.30%8.73%
1-month3.43%1.20%
3-month5.83%5.47%
1-year17.30%41.79%
3-year-3.13%11.48%
5-year5.55%12.18%
10-year3.70%4.39%
Last bull market19.22%17.73%
Last bear market-12.18%-25.55%

Annual total return (%) history

Year
AOTIXCategory
2024
N/AN/A
2023
17.87%N/A
2022
-22.11%N/A
2021
-0.25%N/A
2020
20.77%17.90%
2019
17.66%19.25%
2018
-16.62%-16.07%
2017
38.36%34.17%
2016
6.84%8.47%
2015
-15.04%-13.79%
2014
1.47%-3.01%
2013
-0.47%-0.14%
2012
21.12%18.15%
2011
-18.50%-19.86%
2010
21.30%19.26%
2009
67.06%73.81%
2008
-57.83%-54.44%
2007
48.50%36.68%
2006
38.33%32.06%
2005
41.85%31.54%
2004
N/A23.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.22%5.83%N/AN/A
20236.96%3.63%-2.63%9.22%
2022-6.01%-12.18%-11.01%6.05%
20216.29%4.56%-6.51%-4.00%
2020-23.46%19.07%12.43%17.87%
20199.50%0.04%-4.98%13.05%
20184.06%-9.54%-1.18%-10.36%
201713.52%5.42%8.05%6.99%
20164.58%1.70%6.24%-5.45%
20153.73%-1.67%-15.26%-1.71%
2014-1.29%7.49%-2.91%-1.50%
20131.15%-8.82%5.56%2.23%
201213.72%-8.20%6.40%9.05%
20113.51%0.93%-24.63%3.51%
20101.56%-9.09%20.63%8.91%
2009-2.72%31.40%19.76%9.13%
2008-11.26%0.23%-30.84%-31.46%
20077.87%18.59%12.11%3.55%
200616.39%-5.63%5.81%19.03%
2005-0.39%3.88%18.29%15.89%
20046.47%18.62%N/AN/A

Rank in category (by total return)

YTD18
1-month33
3-month22
1-year20
3-year41
5-year27

Load adjusted returns

1-year17.30%
3-year-3.13%
5-year5.55%
10-year3.70%