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Virtus Duff & Phelps Real Estate Secs A (PHRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.27+0.09 (+0.52%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.12%
5-year average return3.48%
Number of years up22
Number of years down6
Best 1-yr total return (2 May 2024)46.73%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.73%
Worst 3-yr total return1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHRAXCategory
YTD-7.97%20.43%
1-month-6.77%2.69%
3-month-3.74%11.34%
1-year-2.12%36.79%
3-year-2.07%10.81%
5-year3.39%7.03%
10-year5.38%9.08%
Last bull market18.55%31.03%
Last bear market-17.99%-16.60%

Annual total return (%) history

Year
PHRAXCategory
2024
N/AN/A
2023
10.89%N/A
2022
-26.30%N/A
2021
46.73%N/A
2020
-2.00%-4.49%
2019
26.94%27.28%
2018
-6.77%-5.97%
2017
5.84%6.22%
2016
6.66%6.89%
2015
2.14%2.41%
2014
31.34%28.03%
2013
0.18%1.55%
2012
16.51%17.60%
2011
9.63%7.51%
2010
27.54%27.08%
2009
28.01%31.26%
2008
-37.26%-39.55%
2007
-16.07%-14.66%
2006
36.27%33.58%
2005
14.43%11.51%
2004
33.16%32.02%
2003
37.45%36.80%
2002
11.36%4.54%
2001
6.17%10.00%
2000
31.96%27.02%
1999
4.12%-2.76%
1998
-20.11%-15.59%
1997
21.83%22.21%
1996
32.77%34.46%
1995
N/A14.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.28%N/AN/AN/A
20232.97%1.55%-7.97%15.23%
2022-5.27%-17.99%-8.83%4.06%
20218.01%13.08%2.58%17.12%
2020-23.02%11.87%1.60%12.01%
201915.40%1.95%8.50%-0.56%
2018-7.10%8.53%0.60%-8.09%
20170.47%1.03%1.66%2.56%
20165.20%6.71%-2.56%-2.49%
20154.16%-9.20%2.20%5.66%
201410.95%6.33%-3.34%15.18%
20135.22%-0.89%-2.84%-1.13%
201210.75%3.33%-0.51%2.34%
20116.75%3.93%-15.09%16.37%
20109.08%-3.39%13.09%7.02%
2009-31.07%27.18%32.91%9.86%
20081.14%-4.15%5.62%-38.73%
20073.42%-10.98%3.66%-12.05%
200616.08%-1.71%9.06%9.52%
2005-7.81%13.87%4.38%4.43%
200413.16%-5.79%7.30%16.41%
20032.05%10.80%9.68%10.84%
20027.77%7.01%-4.71%1.33%
2001-4.01%8.78%-0.54%2.23%
20001.55%11.98%12.20%3.43%
1999-3.86%13.11%-8.49%4.63%
1998-1.69%-5.52%-12.15%-2.09%
19972.98%3.98%12.53%1.11%
19961.76%4.44%6.23%17.60%
19954.68%6.11%5.16%N/A

Rank in category (by total return)

YTD43
1-month29
3-month40
1-year75
3-year28
5-year22

Load adjusted returns

1-year-7.50%
3-year-3.90%
5-year2.23%
10-year4.78%