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Virtus Strategy Trust - Virtus AllianzGI Emerging Markets Consumer Fund (AMMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.240.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.52%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)35.88%
Worst 1-yr total return (3 Feb 2019)-21.31%
Best 3-yr total return35.88%
Worst 3-yr total return3.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMMAXCategory
YTD-5.67%8.73%
1-month-0.55%1.20%
3-month-4.68%5.47%
1-year-0.57%41.79%
3-year9.05%11.48%
5-year6.74%12.18%
10-year0.00%4.39%
Last bull market0.00%17.73%
Last bear market0.00%-25.55%

Annual total return (%) history

Year
AMMAXCategory
2021
N/AN/A
2020
22.66%17.90%
2019
17.41%19.25%
2018
-21.31%-16.07%
2017
35.88%34.17%
2016
3.43%8.47%
2015
-14.06%-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.55%N/AN/AN/A
2020-20.65%21.91%11.91%13.31%
20199.70%1.74%-3.77%9.33%
20180.69%-11.08%-3.34%-9.07%
201713.56%6.71%4.37%7.43%
2016-0.25%5.03%6.75%-7.52%
20154.01%-3.11%-14.58%-0.16%

Rank in category (by total return)

YTD74
1-month65
3-month77
1-year82
3-year61
5-year79

Load adjusted returns

1-year27.46%
3-year8.36%
5-year8.85%
10-yearN/A