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Virtus Opportunities Trust - Virtus FORT Trend Fund (VAPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.870.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.31%
5-year average return-3.18%
Number of years up6
Number of years down6
Best 1-yr total return (10 July 2023)29.24%
Worst 1-yr total return (10 July 2023)N/A
Best 3-yr total return29.24%
Worst 3-yr total return-5.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAPAXCategory
YTD-3.31%6.19%
1-month0.39%-1.44%
3-month1.50%2.66%
1-year-3.01%11.75%
3-year-0.31%3.74%
5-year-3.18%0.99%
10-year0.71%0.36%
Last bull market2.98%-2.26%
Last bear market-9.83%-6.61%

Annual total return (%) history

Year
VAPAXCategory
2023
N/AN/A
2022
-11.03%N/A
2021
2.05%N/A
2020
-8.03%2.83%
2019
16.35%4.67%
2018
-6.80%-5.78%
2017
20.59%3.05%
2016
-0.89%-2.75%
2015
-8.75%-0.94%
2014
1.79%9.07%
2013
29.24%-0.95%
2012
10.05%-7.39%
2011
-0.21%-6.92%
2010
N/A3.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-4.21%0.78%N/AN/A
2022-1.40%-9.83%5.19%-4.86%
2021-0.61%0.41%-0.89%3.17%
2020-22.96%4.80%13.05%0.76%
20195.40%4.85%0.13%5.15%
2018-0.20%1.70%5.83%-13.24%
20175.41%3.19%2.56%8.09%
2016-4.15%1.87%1.83%-0.33%
2015-3.86%-1.62%-4.78%1.32%
20141.45%5.17%-1.47%-3.17%
201310.75%1.52%4.79%9.70%
20127.84%-1.41%4.68%-1.12%
20115.49%0.46%-9.45%3.99%
20109.91%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month51
3-month92
1-year65
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-8.70%
3-year-1.92%
5-year-4.03%
10-year0.53%