Australia markets open in 6 hours 37 minutes

Virtus Opportunities Trust - Virtus FORT Trend Fund (VAPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.870.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.73%
5-year average return-3.94%
Number of years up6
Number of years down6
Best 1-yr total return (10 July 2023)28.30%
Worst 1-yr total return (10 July 2023)N/A
Best 3-yr total return28.30%
Worst 3-yr total return-6.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAPCXCategory
YTD-3.73%6.19%
1-month0.25%-1.44%
3-month1.28%2.66%
1-year-3.89%11.75%
3-year-1.10%3.74%
5-year-3.94%0.99%
10-year-0.04%0.36%
Last bull market2.35%-2.26%
Last bear market-9.96%-6.61%

Annual total return (%) history

Year
VAPCXCategory
2023
N/AN/A
2022
-11.80%N/A
2021
1.30%N/A
2020
-8.73%2.83%
2019
15.42%4.67%
2018
-7.42%-5.78%
2017
19.71%3.05%
2016
-1.50%-2.75%
2015
-9.43%-0.94%
2014
0.96%9.07%
2013
28.30%-0.95%
2012
9.24%-7.39%
2011
-0.96%-6.92%
2010
N/A3.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-4.38%0.59%N/AN/A
2022-1.65%-9.96%4.93%-5.08%
2021-0.80%0.22%-1.09%3.02%
2020-23.08%4.56%12.91%0.51%
20195.19%4.57%0.00%4.93%
2018-0.35%1.49%5.66%-13.36%
20175.25%2.97%2.34%7.93%
2016-4.25%1.74%1.63%-0.51%
2015-4.00%-1.81%-4.96%1.10%
20141.28%4.93%-1.66%-3.39%
201310.50%1.31%4.62%9.54%
20127.63%-1.53%4.46%-1.34%
20115.25%0.27%-9.57%3.78%
20109.69%N/AN/AN/A

Rank in category (by total return)

YTD77
1-month53
3-month93
1-year70
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-10.37%
3-year-2.68%
5-year-4.77%
10-year-0.21%