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Virtus Duff & Phelps Glb Rl Estt Secs R6 (VRGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.17+0.09 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.45%
5-year average return2.15%
Number of years up4
Number of years down3
Best 1-yr total return (25 Apr 2024)31.88%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return31.88%
Worst 3-yr total return-1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRGEXCategory
YTD-1.27%14.32%
1-month2.88%0.73%
3-month-1.27%8.73%
1-year7.50%32.33%
3-year0.01%7.75%
5-year3.38%6.57%
10-year5.87%6.49%
Last bull market47.29%23.44%
Last bear market-19.02%-20.52%

Annual total return (%) history

Year
VRGEXCategory
2024
N/AN/A
2023
10.48%N/A
2022
-26.69%N/A
2021
31.88%N/A
2020
-0.70%-5.43%
2019
30.04%23.45%
2018
-4.49%-7.11%
2017
13.20%15.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.27%N/AN/AN/A
20231.47%0.43%-6.12%15.49%
2022-4.78%-19.02%-11.26%7.14%
20215.44%10.32%1.11%12.13%
2020-24.35%11.62%3.63%13.48%
201915.35%2.50%6.37%3.40%
2018-3.37%5.41%0.63%-6.82%
20171.41%3.06%2.89%5.27%

Rank in category (by total return)

YTD63
1-month80
3-month63
1-year59
3-year32
5-year8

Load adjusted returns

1-year7.50%
3-year0.01%
5-year3.38%
10-year5.87%