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Virtus Income & Growth A (AZNAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.83+0.02 (+0.19%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.95%
5-Year Average Return7.14%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 25, 2024)48.29%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return48.29%
Worst 3-Yr Total Return2.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAZNAXCategory
YTD3.91%9.69%
1-Month1.64%0.91%
3-Month3.91%5.21%
1-Year16.95%27.06%
3-Year2.94%11.00%
5-Year8.07%10.26%
10-Year6.89%8.34%
Last Bull Market22.94%15.58%
Last Bear Market-14.96%-12.16%

Annual Total Return (%) History

Year
AZNAXCategory
2024
N/AN/A
2023
18.71%N/A
2022
-19.74%N/A
2021
11.60%N/A
2020
22.95%11.72%
2019
19.73%19.23%
2018
-4.18%-5.76%
2017
13.45%13.21%
2016
9.53%7.34%
2015
-2.15%-1.93%
2014
4.64%6.21%
2013
18.80%16.48%
2012
12.27%11.72%
2011
-1.60%-0.11%
2010
16.89%11.83%
2009
48.29%24.13%
2008
-33.91%-28.00%
2007
N/A5.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.91%N/AN/AN/A
20235.47%5.23%-2.02%9.16%
2022-7.01%-14.96%-2.11%3.68%
20211.31%5.70%-0.16%4.39%
2020-14.26%17.95%9.33%11.21%
201910.34%2.48%-0.29%6.19%
20180.25%2.59%4.29%-10.66%
20174.36%2.04%3.03%3.40%
2016-0.41%2.84%4.94%1.90%
20151.97%0.31%-6.36%2.16%
20141.82%3.27%-1.79%1.34%
20136.28%0.42%5.03%5.98%
20128.62%-2.92%4.99%1.40%
20115.42%-1.35%-12.08%7.61%
20103.94%-6.19%10.03%8.95%
20092.70%18.45%14.86%6.14%
2008-6.65%0.59%-11.38%-20.58%
20073.47%3.31%0.55%N/A

Rank In Category (By Total Return)

YTD84
1-Month95
3-Month84
1-Year31
3-Year72
5-Year34

Load Adjusted Returns

1-Year10.52%
3-Year1.01%
5-Year6.86%
10-Year6.29%