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Virtus Seix Total Return Bond A (CBPSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.53+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.07%
5-year average return0.15%
Number of years up14
Number of years down5
Best 1-yr total return (2 May 2024)10.91%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return10.91%
Worst 3-yr total return-3.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBPSXCategory
YTD-3.12%-0.61%
1-month-2.34%0.77%
3-month-2.92%1.99%
1-year-2.49%3.06%
3-year-4.04%5.69%
5-year-0.10%3.75%
10-year0.92%3.84%
Last bull market6.71%4.61%
Last bear market-4.60%1.87%

Annual total return (%) history

Year
CBPSXCategory
2024
N/AN/A
2023
4.37%N/A
2022
-13.70%N/A
2021
-1.47%N/A
2020
10.91%8.06%
2019
6.69%8.94%
2018
-0.48%-0.61%
2017
2.42%4.27%
2016
2.79%3.86%
2015
-0.09%-0.45%
2014
6.15%5.42%
2013
-3.33%-0.90%
2012
4.67%7.76%
2011
9.49%6.27%
2010
6.15%8.51%
2009
6.82%15.12%
2008
6.80%-3.86%
2007
6.48%5.62%
2006
3.40%4.48%
2005
1.82%2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.80%N/AN/AN/A
20233.32%-1.10%-3.47%5.81%
2022-5.73%-4.60%-4.97%0.98%
2021-3.35%1.86%0.06%0.02%
20205.51%2.93%0.59%1.53%
20192.34%2.82%2.08%-0.68%
2018-1.70%-0.12%-0.70%2.07%
20171.04%1.21%0.31%-0.15%
20162.60%2.61%0.36%-2.71%
20151.47%-1.85%0.98%-0.66%
20142.31%2.35%-0.14%1.51%
2013-0.40%-2.65%0.21%-0.51%
20120.48%1.91%1.95%0.27%
20110.65%2.05%5.08%1.45%
20101.82%4.47%1.13%-1.32%
20090.94%2.59%3.40%-0.24%
20081.23%-0.49%-0.49%6.55%
20071.43%-0.75%3.02%2.68%
2006-0.89%-0.32%3.32%1.30%
2005-0.46%2.64%-0.90%0.57%

Rank in category (by total return)

YTD79
1-month42
3-month72
1-year94
3-year77
5-year65

Load adjusted returns

1-year-6.14%
3-year-5.26%
5-year-0.86%
10-year0.53%