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Virtus Duff & Phelps Glb Rl Estt Secs C (VGSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.87-0.07 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.77%
5-year average return2.73%
Number of years up10
Number of years down4
Best 1-yr total return (3 Oct 2024)30.23%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return30.23%
Worst 3-yr total return-2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGSCXCategory
YTD13.12%14.32%
1-month2.77%0.73%
3-month16.49%8.73%
1-year30.23%32.33%
3-year-0.04%7.75%
5-year3.29%6.57%
10-year5.80%6.49%
Last bull market18.62%23.44%
Last bear market-19.29%-20.52%

Annual total return (%) history

Year
VGSCXCategory
2024
N/AN/A
2023
9.12%N/A
2022
-27.60%N/A
2021
30.23%N/A
2020
-1.96%-5.43%
2019
28.45%23.45%
2018
-5.56%-7.11%
2017
11.88%15.12%
2016
3.18%1.97%
2015
0.92%-0.92%
2014
21.61%11.67%
2013
0.36%2.92%
2012
22.45%31.78%
2011
-0.20%-10.10%
2010
22.12%17.22%
2009
N/A37.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.59%-1.32%16.49%N/A
20231.17%0.10%-6.40%15.12%
2022-5.07%-19.29%-11.54%6.82%
20215.10%10.00%0.79%11.76%
2020-24.61%11.28%3.33%13.10%
201915.03%2.17%6.06%3.05%
2018-3.62%5.11%0.34%-7.10%
20171.10%2.79%2.59%4.94%
20165.29%4.51%-1.08%-5.21%
20154.01%-7.10%0.71%3.71%
20148.29%7.28%-3.96%8.99%
20133.78%-2.74%0.40%-0.96%
201212.14%1.65%2.98%4.31%
20115.59%4.46%-17.14%9.19%
20104.75%-6.27%17.50%5.85%
200925.43%32.15%5.36%N/A

Rank in category (by total return)

YTD30
1-month80
3-month17
1-year28
3-year59
5-year25

Load adjusted returns

1-year29.23%
3-year-0.04%
5-year3.29%
10-year5.80%