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Virtus Investment Trust - Virtus Income & Growth Fund (AIGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.750.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return7.27%
5-Year Average Return5.69%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)22.63%
Worst 1 Yr Total Return (Feb 3, 2019)-4.41%
Best 3-Yr Total Return22.63%
Worst 3-Yr Total Return3.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAIGRXCategory
YTD2.35%5.91%
1-Month-1.66%0.61%
3-Month-2.71%4.02%
1-Year30.93%18.59%
3-Year11.62%8.56%
5-Year8.77%7.44%
10-Year8.40%6.20%
Last Bull Market15.83%11.89%
Last Bear Market-14.44%-8.23%

Annual Total Return (%) History

Year
AIGRXCategory
2021
N/AN/A
2020
22.63%8.86%
2019
19.44%14.81%
2018
-4.41%-5.04%
2017
13.17%9.86%
2016
9.31%6.62%
2015
-2.47%-2.32%
2014
4.31%4.02%
2013
18.52%7.23%
2012
12.01%9.40%
2011
N/A1.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.22%N/AN/AN/A
2020-14.32%17.88%9.24%11.14%
201910.27%2.42%-0.35%6.13%
20180.19%2.54%4.23%-10.72%
20174.29%1.97%2.97%3.34%
2016-0.34%2.70%4.87%1.84%
20151.95%0.14%-6.39%2.05%
20141.73%3.15%-1.89%1.32%
20136.22%0.32%4.98%5.94%
20128.47%-2.94%4.94%1.38%
2011-1.34%-12.10%7.52%N/A

Rank In Category (By Total Return)

YTD37
1-Month10
3-Month57
1-Year5
3-Year3
5-Year2

Load Adjusted Returns

1-Year37.81%
3-Year13.36%
5-Year12.34%
10-Year8.44%