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Virtus Tactical Allocation C (POICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.50+0.04 (+0.35%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.48%
5-Year Average Return7.30%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (May 19, 2024)31.99%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return31.99%
Worst 3-Yr Total Return-3.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPOICXCategory
YTD2.71%9.69%
1-Month-4.52%0.91%
3-Month1.20%5.21%
1-Year15.28%27.06%
3-Year-2.85%11.00%
5-Year5.77%10.26%
10-Year5.14%8.34%
Last Bull Market23.31%15.58%
Last Bear Market-19.76%-12.16%

Annual Total Return (%) History

Year
POICXCategory
2024
N/AN/A
2023
21.42%N/A
2022
-29.01%N/A
2021
5.77%N/A
2020
31.99%11.72%
2019
26.13%19.23%
2018
-8.01%-5.76%
2017
19.00%13.21%
2016
1.17%7.34%
2015
-5.65%-1.93%
2014
3.63%6.21%
2013
16.59%16.48%
2012
11.61%11.72%
2011
0.28%-0.11%
2010
10.62%11.83%
2009
21.02%24.13%
2008
-23.94%-28.00%
2007
4.69%5.99%
2006
9.06%11.29%
2005
2.10%5.13%
2004
6.23%8.86%
2003
16.31%20.35%
2002
-8.40%-12.02%
2001
-1.36%-5.05%
2000
-0.44%1.82%
1999
N/A10.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.57%N/AN/AN/A
20237.40%5.83%-3.64%10.87%
2022-12.15%-19.76%-4.02%4.93%
2021-2.14%6.40%0.42%1.15%
2020-11.58%22.32%10.19%10.76%
201914.21%4.15%-1.91%8.10%
20182.36%0.99%2.32%-13.03%
20176.19%4.02%4.60%3.00%
2016-0.87%1.37%3.75%-2.95%
20151.69%-0.41%-8.26%1.55%
20142.50%3.37%-2.61%0.43%
20134.92%-1.65%5.73%6.86%
20129.27%-3.03%5.16%0.17%
20114.29%0.02%-10.79%7.76%
20103.05%-8.49%9.24%7.38%
2009-5.10%12.42%9.87%3.24%
2008-5.37%-1.69%-5.93%-13.09%
20070.94%2.16%1.72%-0.20%
20061.44%-0.95%4.74%3.62%
2005-1.49%1.99%0.88%0.74%
20042.05%-1.64%0.70%5.09%
2003-1.14%9.29%1.11%6.46%
20020.32%-5.76%-7.80%5.08%
2001-3.54%3.41%-6.05%5.26%
20002.12%-1.14%0.49%-1.87%
19996.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD26
1-Month98
3-Month66
1-Year10
3-Year100
5-Year62

Load Adjusted Returns

1-Year14.28%
3-Year-2.85%
5-Year5.77%
10-Year5.14%