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Virtus Investment Trust - Virtus NFJ Mid-Cap Value Fund (PRNRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.61-0.02 (-0.07%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return11.63%
5-Year Average Return8.59%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)33.34%
Worst 1 Yr Total Return (Feb 3, 2019)-40.21%
Best 3-Yr Total Return33.34%
Worst 3-Yr Total Return-11.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPRNRXCategory
YTD14.72%21.28%
1-Month0.54%-1.96%
3-Month11.69%4.90%
1-Year45.12%55.83%
3-Year8.05%11.08%
5-Year9.07%11.93%
10-Year10.08%10.64%
Last Bull Market21.77%25.54%
Last Bear Market-19.96%-22.08%

Annual Total Return (%) History

Year
PRNRXCategory
2021
N/AN/A
2020
0.74%2.63%
2019
28.64%25.18%
2018
-16.48%-12.86%
2017
26.30%13.22%
2016
16.51%18.06%
2015
-3.67%-5.41%
2014
8.16%9.31%
2013
31.66%35.14%
2012
14.98%16.60%
2011
-1.44%-3.96%
2010
20.07%21.92%
2009
33.34%35.41%
2008
-40.21%-36.77%
2007
5.32%0.83%
2006
11.76%15.87%
2005
-3.91%8.82%
2004
15.13%17.85%
2003
57.93%33.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.60%N/AN/AN/A
2020-28.13%16.40%5.59%14.05%
201913.65%4.24%1.99%6.46%
2018-2.60%-1.56%4.15%-16.36%
20176.08%9.08%4.09%4.86%
20161.75%1.77%4.23%7.94%
20151.66%-0.18%-8.11%3.31%
20142.38%4.66%-1.51%2.49%
201310.21%1.36%6.63%10.54%
201210.46%-5.15%7.10%2.47%
20118.00%-0.32%-17.27%10.66%
20105.68%-7.90%12.08%10.07%
2009-10.13%18.62%16.60%7.27%
2008-11.40%0.50%-13.51%-22.35%
20072.25%5.64%1.21%-3.67%
20066.08%-5.21%2.90%8.01%
2005-7.33%-1.68%1.35%4.04%
20043.99%2.91%-5.10%13.36%
2003-11.08%32.65%12.09%19.44%

Rank In Category (By Total Return)

YTD96
1-Month11
3-Month84
1-Year93
3-Year86
5-Year50

Load Adjusted Returns

1-Year45.20%
3-Year8.77%
5-Year12.01%
10-Year9.83%