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Virtus AllianzGI Mid-Cap Growth Fund Class R (PRMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.32-0.02 (-0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return16.13%
5-year average return9.26%
Number of years up15
Number of years down3
Best 1-yr total return (3 Feb 2019)54.12%
Worst 1-yr total return (3 Feb 2019)-41.74%
Best 3-yr total return54.12%
Worst 3-yr total return-11.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRMRXCategory
YTD2.70%10.80%
1-month-5.00%4.43%
3-month-7.16%7.00%
1-year53.36%48.17%
3-year23.57%21.26%
5-year16.55%20.18%
10-year14.00%14.07%
Last bull market25.56%27.14%
Last bear market-22.89%-21.26%

Annual total return (%) history

Year
PRMRXCategory
2021
N/AN/A
2020
54.12%39.26%
2019
40.81%32.52%
2018
-11.45%-6.65%
2017
24.22%23.91%
2016
6.88%6.03%
2015
2.59%-0.95%
2014
6.42%7.00%
2013
37.73%34.93%
2012
7.50%14.07%
2011
-7.08%-3.96%
2010
25.86%24.61%
2009
46.84%39.11%
2008
-41.74%-43.77%
2007
13.60%15.09%
2006
6.47%9.00%
2005
9.29%9.84%
2004
13.50%13.23%
2003
28.11%35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.12%N/AN/AN/A
2020-15.78%33.02%14.32%20.33%
201922.58%7.16%-1.09%8.38%
20181.89%1.06%7.85%-20.26%
20178.81%3.07%4.34%6.15%
2016-1.50%2.74%6.23%-0.58%
20155.80%-0.82%-7.46%5.65%
20141.60%2.36%-1.79%4.20%
201313.55%3.23%9.38%7.43%
201214.86%-10.41%3.17%1.26%
20114.87%1.86%-22.19%11.79%
20108.57%-10.90%15.19%12.95%
2009-1.80%20.12%18.27%5.25%
2008-10.76%4.67%-15.61%-26.09%
20074.30%8.99%3.78%-3.70%
20066.46%-6.71%-1.03%8.31%
2005-5.20%2.75%9.16%2.80%
20045.49%1.20%-7.51%14.96%
2003-0.54%13.04%2.40%11.27%

Rank in category (by total return)

YTD34
1-month5
3-month36
1-year19
3-year13
5-year21

Load adjusted returns

1-year74.46%
3-year28.28%
5-year22.98%
10-year14.53%