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Virtus Duff & Phelps Sel MLP & Engy A (VLPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.69+0.12 (+0.88%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.39%
5-year average return12.78%
Number of years up5
Number of years down3
Best 1-yr total return (13 May 2024)44.50%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return44.50%
Worst 3-yr total return-9.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVLPAXCategory
YTD10.57%38.02%
1-month-0.93%4.39%
3-month11.02%17.34%
1-year24.73%54.67%
3-year23.00%0.06%
5-year12.09%0.07%
10-year0.00%1.70%
Last bull market17.57%11.80%
Last bear market-8.91%-7.14%

Annual total return (%) history

Year
VLPAXCategory
2024
N/AN/A
2023
11.80%N/A
2022
30.39%N/A
2021
44.50%N/A
2020
-19.13%-23.34%
2019
9.47%13.05%
2018
-17.32%-16.32%
2017
-1.42%-5.78%
2016
31.24%27.30%
2015
N/A-34.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.61%N/AN/AN/A
2023-0.97%1.61%6.49%4.33%
202224.94%-8.91%6.77%7.29%
202118.59%18.49%1.01%1.80%
2020-48.03%40.29%-12.83%27.25%
201917.77%-1.34%-5.52%-0.28%
2018-10.24%14.36%0.50%-19.84%
20172.83%-7.93%1.66%2.42%
20162.62%15.03%8.03%2.91%
2015-11.89%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month70
3-month29
1-year67
3-year30
5-year10

Load adjusted returns

1-year17.87%
3-year20.70%
5-year10.83%
10-yearN/A