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Virtus Zevenbergen Technology Fund (DRGTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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75.95+0.55 (+0.73%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.12%
5-Year Average Return17.13%
Number of Years Up22
Number of Years Down6
Best 1 Yr Total Return (May 13, 2024)69.58%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return69.58%
Worst 3-Yr Total Return2.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDRGTXCategory
YTD9.08%12.31%
1-Month-4.64%6.23%
3-Month4.75%8.63%
1-Year46.85%53.90%
3-Year4.09%27.50%
5-Year14.88%28.80%
10-Year17.65%18.74%
Last Bull Market36.86%24.03%
Last Bear Market-25.79%-20.41%

Annual Total Return (%) History

Year
DRGTXCategory
2024
N/AN/A
2023
65.59%N/A
2022
-42.71%N/A
2021
13.26%N/A
2020
69.58%55.91%
2019
29.32%37.49%
2018
5.62%-3.21%
2017
47.22%35.35%
2016
4.73%10.84%
2015
5.68%5.21%
2014
12.80%12.55%
2013
44.06%35.45%
2012
12.39%13.08%
2011
-10.12%-7.62%
2010
28.80%20.00%
2009
57.89%61.99%
2008
-47.69%-45.33%
2007
29.26%16.12%
2006
4.98%7.08%
2005
8.90%5.76%
2004
17.93%4.24%
2003
69.08%55.77%
2002
-40.37%-42.86%
2001
-39.31%-36.89%
2000
-14.33%-31.36%
1999
182.95%129.22%
1998
61.06%51.99%
1997
27.08%11.81%
1996
26.41%19.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.38%N/AN/AN/A
202325.11%18.81%-3.73%15.72%
2022-13.37%-25.79%-4.01%-7.15%
2021-2.17%9.27%-0.03%5.98%
2020-8.05%35.47%14.42%18.98%
201920.48%3.83%-6.94%11.09%
20189.56%6.90%11.02%-18.77%
201714.91%7.66%10.35%7.84%
2016-3.11%-0.32%11.52%-2.76%
20152.27%2.76%-8.51%9.91%
20141.70%5.26%2.10%3.20%
20135.42%7.92%17.19%8.05%
201217.29%-7.90%7.07%-2.82%
201110.24%-2.09%-18.30%1.92%
20101.49%-5.99%21.17%11.41%
2009-0.04%23.90%14.61%11.23%
2008-18.55%2.40%-17.52%-23.97%
2007-0.67%12.13%12.31%3.35%
20067.08%-13.13%3.05%9.53%
2005-9.61%3.69%11.14%4.55%
20043.09%3.37%-8.93%21.52%
2003-1.43%37.05%15.33%8.53%
2002-9.95%-24.80%-21.95%12.83%
2001-34.12%-1.48%-33.31%40.22%
200026.79%-6.99%10.83%-34.45%
199916.30%13.10%17.67%82.82%
199816.80%11.88%-15.60%46.02%
1997-8.89%19.86%23.33%-5.65%
19965.78%7.16%4.31%6.92%

Rank In Category (By Total Return)

YTD17
1-Month25
3-Month26
1-Year15
3-Year36
5-Year36

Load Adjusted Returns

1-Year46.85%
3-Year4.09%
5-Year14.88%
10-Year17.65%