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Virtus NFJ Mid-Cap Value Inst (PRNIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.54+0.05 (+0.18%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.75%
5-Year Average Return6.64%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)34.09%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return34.09%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPRNIXCategory
YTD-1.46%21.28%
1-Month-1.36%-1.96%
3-Month-4.36%4.90%
1-Year4.82%55.83%
3-Year3.00%11.08%
5-Year6.94%11.93%
10-Year7.39%10.64%
Last Bull Market24.00%25.54%
Last Bear Market-11.02%-22.08%

Annual Total Return (%) History

Year
PRNIXCategory
2024
N/AN/A
2023
16.65%N/A
2022
-12.74%N/A
2021
26.37%N/A
2020
1.32%2.63%
2019
29.42%25.18%
2018
-15.99%-12.86%
2017
27.05%13.22%
2016
17.24%18.06%
2015
-3.09%-5.41%
2014
8.83%9.31%
2013
32.42%35.14%
2012
15.71%16.60%
2011
-0.92%-3.96%
2010
20.94%21.92%
2009
34.09%35.41%
2008
-39.78%-36.77%
2007
5.98%0.83%
2006
12.42%15.87%
2005
-3.25%8.82%
2004
15.96%17.85%
2003
59.09%33.85%
2002
-25.81%-13.25%
2001
19.87%6.67%
2000
38.22%18.45%
1999
9.80%8.50%
1998
11.83%1.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.03%-4.36%N/AN/A
20234.95%4.49%-4.72%11.65%
2022-3.54%-11.02%-8.75%11.41%
20218.79%6.63%-2.46%11.69%
2020-28.04%16.58%5.78%14.19%
201913.83%4.38%2.17%6.62%
2018-2.45%-1.44%4.29%-16.21%
20176.22%9.25%4.25%5.02%
20161.93%1.93%4.37%8.12%
20151.82%-0.04%-7.94%3.42%
20142.55%4.86%-1.37%2.61%
201310.38%1.51%6.79%10.67%
201210.68%-5.07%7.30%2.63%
20118.07%-0.16%-17.09%10.76%
20105.92%-7.80%12.33%10.24%
2009-10.08%18.99%16.72%7.37%
2008-11.28%0.72%-13.40%-22.19%
20072.46%5.75%1.37%-3.51%
20066.23%-5.05%3.06%8.14%
2005-7.16%-1.51%1.49%4.26%
20044.15%3.12%-4.94%13.58%
2003-10.89%32.85%12.31%19.66%
20027.49%-13.44%-31.72%16.79%
2001-1.14%6.54%-6.19%21.32%
20001.12%3.67%13.27%16.41%
19995.75%5.38%-9.93%9.40%
199811.91%1.01%-16.52%18.51%

Rank In Category (By Total Return)

YTD94
1-Month21
3-Month68
1-Year92
3-Year77
5-Year85

Load Adjusted Returns

1-Year4.82%
3-Year3.00%
5-Year6.94%
10-Year7.39%