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Virtus Duff & Phelps Glb Rl Estt Secs R6 (VRGEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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31.80
-0.04
(-0.13%)
At close: 06:28PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-1.86%
5-year average return
2.23%
Number of years up
4
Number of years down
3
Best 1-yr total return (2 July 2024)
31.88%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
31.88%
Worst 3-yr total return
-1.35%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VRGEX
Category
YTD
-2.26%
14.32%
1-month
0.25%
0.73%
3-month
-1.01%
8.73%
1-year
5.97%
32.33%
3-year
-3.54%
7.75%
5-year
2.66%
6.57%
10-year
5.00%
6.49%
Last bull market
19.26%
23.44%
Last bear market
-19.02%
-20.52%
Annual total return (%) history
Year
VRGEX
Category
2024
N/A
N/A
2023
10.48%
N/A
2022
-26.69%
N/A
2021
31.88%
N/A
2020
-0.70%
-5.43%
2019
30.04%
23.45%
2018
-4.49%
-7.11%
2017
13.20%
15.12%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
-1.27%
-1.01%
N/A
N/A
2023
1.47%
0.43%
-6.12%
15.49%
2022
-4.78%
-19.02%
-11.26%
7.14%
2021
5.44%
10.32%
1.11%
12.13%
2020
-24.35%
11.62%
3.63%
13.48%
2019
15.35%
2.50%
6.37%
3.40%
2018
-3.37%
5.41%
0.63%
-6.82%
2017
1.41%
3.06%
2.89%
5.27%
Rank in category (by total return)
YTD
25
1-month
34
3-month
7
1-year
22
3-year
25
5-year
9
Load adjusted returns
1-year
5.97%
3-year
-3.54%
5-year
2.66%
10-year
5.00%
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