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Virtus Investment Trust - Virtus NFJ Small-Cap Value Fund (PNVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.63+0.03 (+0.17%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return12.49%
5-Year Average Return3.72%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)31.23%
Worst 1 Yr Total Return (Feb 3, 2019)-26.66%
Best 3-Yr Total Return31.23%
Worst 3-Yr Total Return-2.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPNVRXCategory
YTD18.40%26.79%
1-Month-0.11%-1.77%
3-Month9.50%4.45%
1-Year54.71%71.02%
3-Year3.75%9.35%
5-Year4.91%12.17%
10-Year6.73%9.95%
Last Bull Market20.96%28.07%
Last Bear Market-18.61%-24.24%

Annual Total Return (%) History

Year
PNVRXCategory
2021
N/AN/A
2020
-4.88%4.02%
2019
24.04%21.43%
2018
-19.52%-15.46%
2017
9.36%8.54%
2016
22.60%25.99%
2015
-8.50%-6.71%
2014
1.33%3.34%
2013
31.23%36.22%
2012
10.07%16.00%
2011
1.85%-4.45%
2010
24.56%26.17%
2009
23.69%31.32%
2008
-26.66%-32.24%
2007
5.87%-6.08%
2006
18.25%16.27%
2005
10.03%6.40%
2004
22.64%21.14%
2003
29.83%42.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202114.78%N/AN/AN/A
2020-32.49%13.71%0.57%23.21%
201912.13%2.06%1.83%6.44%
2018-2.47%2.62%0.82%-20.24%
20171.72%0.79%3.43%3.13%
20161.85%1.91%5.40%12.07%
20152.61%-2.03%-9.60%0.68%
20140.44%5.70%-5.91%1.44%
201312.23%0.06%7.94%8.26%
20126.80%-4.99%5.70%2.63%
20118.41%-0.98%-15.99%12.93%
20108.58%-6.74%9.97%11.86%
2009-13.91%17.12%15.94%5.81%
2008-3.78%1.31%-4.66%-21.09%
20074.65%6.29%-1.02%-3.84%
20069.17%-0.38%0.28%8.42%
20050.89%3.83%7.09%-1.92%
20045.97%2.60%0.65%12.07%
2003-4.70%15.16%3.60%14.19%

Rank In Category (By Total Return)

YTD93
1-Month42
3-Month74
1-Year96
3-Year96
5-Year97

Load Adjusted Returns

1-Year52.82%
3-Year5.25%
5-Year7.76%
10-Year6.38%