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Virtus AllianzGI Income & Growth Fund Class C (AZNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.030.00 (0.00%)
At close: 6:45PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return7.23%
5-year average return5.18%
Number of years up9
Number of years down4
Best 1-yr total return (3 Feb 2019)47.25%
Worst 1-yr total return (3 Feb 2019)-34.40%
Best 3-yr total return47.25%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

ReturnAZNCXCategory
YTD9.85%5.91%
1-month1.11%0.61%
3-month2.19%4.02%
1-year18.70%18.59%
3-year14.78%8.56%
5-year10.36%7.44%
10-year9.44%6.20%
Last bull market15.41%11.89%
Last bear market-14.60%-8.23%

Annual total return (%) history

Year
AZNCXCategory
2021
N/AN/A
2020
22.09%8.86%
2019
18.83%14.81%
2018
-4.89%-5.04%
2017
12.63%9.86%
2016
8.75%6.62%
2015
-2.96%-2.32%
2014
3.90%4.02%
2013
17.89%7.23%
2012
11.41%9.40%
2011
-2.31%1.70%
2010
16.04%10.03%
2009
47.25%20.77%
2008
-34.40%-18.61%
2007
N/A4.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.03%5.58%N/AN/A
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)

YTD25
1-month2
3-month5
1-year7
3-year3
5-year2

Load adjusted returns

1-year28.20%
3-year12.84%
5-year12.06%
10-year8.45%