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Virtus Vontobel Global Opportunities I (WWOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.49-0.02 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return10.16%
Number of years up9
Number of years down2
Best 1-yr total return (7 Mar 2024)29.47%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return29.47%
Worst 3-yr total return2.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWWOIXCategory
YTD4.76%9.95%
1-month3.85%2.98%
3-month8.77%8.22%
1-year22.26%40.81%
3-year4.57%19.17%
5-year9.90%18.49%
10-year9.21%11.83%
Last bull market30.06%21.12%
Last bear market-15.30%-20.34%

Annual total return (%) history

Year
WWOIXCategory
2023
19.98%N/A
2022
-21.01%N/A
2021
13.64%N/A
2020
18.99%32.67%
2019
27.66%30.40%
2018
-4.82%-7.79%
2017
29.47%30.22%
2016
4.61%2.42%
2015
4.80%1.26%
2014
6.62%2.65%
2013
16.25%26.44%
2012
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.62%5.90%-4.87%9.64%
2022-8.52%-15.30%-7.47%10.16%
20211.00%8.33%-2.09%6.09%
2020-17.86%18.98%10.74%9.94%
201910.28%6.43%1.11%7.56%
2018-0.86%2.29%3.15%-9.02%
201710.52%7.21%2.92%6.18%
20161.09%2.85%2.39%-1.73%
20152.43%1.03%-3.45%4.88%
20141.89%3.66%-1.46%2.45%
20137.32%-2.76%4.93%6.17%
20122.62%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month85
3-month82
1-year60
3-year38
5-year70

Load adjusted returns

1-year22.26%
3-year4.57%
5-year9.90%
10-year9.21%