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Virtus Opportunities Trust- Virtus Stone Harbor High Yield Bond Fund (SHHYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.83+0.03 (+0.44%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.48%
5-year average return3.91%
Number of years up11
Number of years down4
Best 1-yr total return (12 Dec 2023)38.46%
Worst 1-yr total return (12 Dec 2023)N/A
Best 3-yr total return38.46%
Worst 3-yr total return-0.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHHYXCategory
YTD10.01%3.62%
1-month4.98%1.08%
3-month1.40%2.50%
1-year8.61%14.69%
3-year0.99%6.16%
5-year3.66%6.21%
10-year3.17%5.48%
Last bull market10.02%11.96%
Last bear market-11.72%-7.27%

Annual total return (%) history

Year
SHHYXCategory
2023
N/AN/A
2022
-12.06%N/A
2021
4.38%N/A
2020
7.23%4.91%
2019
13.34%12.62%
2018
-2.72%-2.59%
2017
5.23%6.47%
2016
12.56%13.30%
2015
-4.46%-4.01%
2014
0.64%1.11%
2013
7.67%6.90%
2012
15.71%14.67%
2011
3.40%2.83%
2010
12.51%14.24%
2009
38.46%46.70%
2008
-20.06%-26.41%
2007
N/A1.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.70%1.19%0.91%N/A
2022-4.67%-11.72%-0.03%4.53%
20210.24%2.60%0.86%0.62%
2020-11.58%8.58%4.78%6.59%
20197.38%2.92%0.64%1.90%
2018-1.24%1.01%2.54%-4.90%
20172.08%1.33%1.84%-0.10%
20162.53%3.47%4.53%1.50%
20152.45%-0.60%-5.56%-0.65%
20143.19%2.41%-2.92%-1.90%
20133.12%-1.37%2.22%3.57%
20125.12%1.75%4.52%3.50%
20114.11%0.58%-6.92%6.08%
20102.76%0.23%6.07%2.98%
20096.46%12.07%10.38%5.13%
2008-2.66%1.82%-6.38%-13.85%
2007-1.17%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month10
3-month77
1-year28
3-year58
5-year45

Load adjusted returns

1-year8.61%
3-year0.99%
5-year3.66%
10-year3.17%