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Virtus Global Allocation A (PALAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.31+0.06 (+0.59%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.89%
5-year average return6.10%
Number of years up18
Number of years down7
Best 1-yr total return (26 Mar 2024)27.80%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return27.80%
Worst 3-yr total return1.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPALAXCategory
YTD0.30%8.60%
1-month1.31%0.11%
3-month5.15%4.82%
1-year9.04%25.33%
3-year1.90%8.02%
5-year5.80%8.06%
10-year4.40%6.03%
Last bull market22.93%13.54%
Last bear market-9.96%-13.20%

Annual total return (%) history

Year
PALAXCategory
2023
11.79%N/A
2022
-15.66%N/A
2021
10.79%N/A
2020
13.97%6.18%
2019
17.90%16.10%
2018
-8.73%-8.26%
2017
16.90%14.79%
2016
3.50%6.04%
2015
-1.81%-4.15%
2014
1.72%1.54%
2013
11.27%10.07%
2012
12.58%10.74%
2011
-3.56%-3.99%
2010
14.78%10.58%
2009
27.80%24.37%
2008
-27.15%-28.98%
2007
7.09%11.39%
2006
11.69%16.61%
2005
6.15%6.56%
2004
10.25%15.24%
2003
24.26%25.32%
2002
-10.54%-2.16%
2001
-3.76%-3.23%
2000
4.32%0.23%
1999
12.03%21.83%
1998
N/A9.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.76%2.06%-5.34%9.41%
2022-6.74%-9.96%-6.27%7.16%
20210.96%5.26%-0.35%4.63%
2020-12.44%13.23%5.71%8.75%
20198.03%3.28%0.47%5.17%
2018-1.50%-1.66%2.50%-8.08%
20175.01%3.45%4.11%3.36%
20161.36%1.10%2.09%-1.07%
20152.84%-0.71%-5.58%1.84%
20141.65%3.53%-2.33%-1.04%
20134.57%-2.08%4.39%4.10%
20127.21%-1.95%5.12%1.88%
20114.29%0.16%-13.24%6.40%
20103.05%-5.40%10.28%6.76%
2009-6.03%14.79%13.13%4.72%
2008-6.51%-0.52%-10.37%-12.62%
20071.72%3.58%2.81%-1.14%
20064.43%-1.86%3.26%5.53%
2005-1.93%1.75%4.15%2.14%
20043.41%-0.42%-0.88%8.02%
2003-2.39%12.81%3.32%9.22%
20021.69%-6.10%-11.61%5.99%
2001-6.52%2.81%-6.70%7.33%
20004.28%-1.97%2.89%-0.82%
1999-0.61%5.58%-2.40%9.40%
199810.07%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month57
3-month60
1-year57
3-year64
5-year32

Load adjusted returns

1-year3.05%
3-year-0.01%
5-year4.61%
10-year3.81%