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Virtus Duff & Phelps Real Estate Secs C (PHRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.15+0.28 (+1.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.83%
5-year average return2.80%
Number of years up14
Number of years down6
Best 1-yr total return (1 May 2024)45.76%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return45.76%
Worst 3-yr total return0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHRCXCategory
YTD-1.40%20.43%
1-month1.18%2.69%
3-month-1.40%11.34%
1-year5.55%36.79%
3-year2.38%10.81%
5-year4.25%7.03%
10-year5.71%9.08%
Last bull market52.27%31.03%
Last bear market-18.11%-16.60%

Annual total return (%) history

Year
PHRCXCategory
2024
N/AN/A
2023
10.07%N/A
2022
-26.83%N/A
2021
45.76%N/A
2020
-2.79%-4.49%
2019
26.05%27.28%
2018
-7.40%-5.97%
2017
5.02%6.22%
2016
5.92%6.89%
2015
1.34%2.41%
2014
30.34%28.03%
2013
-0.53%1.55%
2012
15.63%17.60%
2011
8.81%7.51%
2010
26.57%27.08%
2009
26.97%31.26%
2008
-37.69%-39.55%
2007
-16.71%-14.66%
2006
35.28%33.58%
2005
13.58%11.51%
2004
32.26%32.02%
2003
N/A36.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.40%N/AN/AN/A
20232.83%1.35%-8.15%14.99%
2022-5.44%-18.11%-9.00%3.85%
20217.86%12.91%2.39%16.89%
2020-23.15%11.60%1.44%11.73%
201915.20%1.80%8.29%-0.75%
2018-7.22%8.32%0.41%-8.24%
20170.25%0.84%1.51%2.34%
20165.06%6.47%-2.75%-2.63%
20153.96%-9.37%2.01%5.44%
201410.71%6.15%-3.51%14.95%
20135.03%-1.06%-3.03%-1.30%
201210.53%3.17%-0.72%2.14%
20116.56%3.74%-15.25%16.15%
20108.87%-3.57%12.86%6.83%
2009-31.20%26.85%32.65%9.68%
20080.97%-4.31%5.38%-38.81%
20073.23%-11.16%3.47%-12.23%
200615.84%-1.87%8.86%9.32%
2005-7.99%13.67%4.18%4.24%
200412.96%-5.95%7.10%16.24%
200310.58%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month87
3-month66
1-year81
3-year49
5-year31

Load adjusted returns

1-year4.60%
3-year2.38%
5-year4.25%
10-year5.71%