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Virtus Income & Growth C (AZNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.43+0.06 (+0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.95%
5-year average return6.25%
Number of years up11
Number of years down5
Best 1-yr total return (24 Apr 2024)47.25%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return47.25%
Worst 3-yr total return1.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAZNCXCategory
YTD3.67%9.69%
1-month1.62%0.91%
3-month3.67%5.21%
1-year16.01%27.06%
3-year2.17%11.00%
5-year7.27%10.26%
10-year6.09%8.34%
Last bull market22.21%15.58%
Last bear market-15.12%-12.16%

Annual total return (%) history

Year
AZNCXCategory
2024
N/AN/A
2023
17.86%N/A
2022
-20.29%N/A
2021
10.65%N/A
2020
22.09%11.72%
2019
18.83%19.23%
2018
-4.89%-5.76%
2017
12.63%13.21%
2016
8.75%7.34%
2015
-2.96%-1.93%
2014
3.90%6.21%
2013
17.89%16.48%
2012
11.41%11.72%
2011
-2.31%-0.11%
2010
16.04%11.83%
2009
47.25%24.13%
2008
-34.40%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
20235.32%4.98%-2.12%8.90%
2022-7.14%-15.12%-2.30%3.51%
20211.03%5.58%-0.45%4.20%
2020-14.43%17.79%8.97%11.16%
201910.09%2.34%-0.48%5.99%
20180.00%2.44%4.09%-10.81%
20174.10%1.89%2.89%3.20%
2016-0.49%2.51%4.87%1.66%
20151.76%0.07%-6.52%1.95%
20141.65%3.02%-1.93%1.18%
20136.07%0.22%4.80%5.82%
20128.38%-3.11%4.73%1.31%
20115.16%-1.46%-12.21%7.37%
20103.82%-6.42%9.85%8.73%
20092.60%18.27%14.59%5.90%
2008-6.78%0.41%-11.57%-20.75%
20073.28%3.10%0.33%N/A

Rank in category (by total return)

YTD86
1-month95
3-month86
1-year40
3-year88
5-year51

Load adjusted returns

1-year15.01%
3-year2.17%
5-year7.27%
10-year6.09%