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Virtus Zevenbergen Technology C (RCGTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.51-0.08 (-0.69%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.63%
5-Year Average Return15.47%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)67.73%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return67.73%
Worst 3-Yr Total Return1.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRCGTXCategory
YTD8.73%12.31%
1-Month-4.73%6.23%
3-Month4.52%8.63%
1-Year45.35%53.90%
3-Year3.06%27.50%
5-Year13.70%28.80%
10-Year16.41%18.74%
Last Bull Market36.30%24.03%
Last Bear Market-25.98%-20.41%

Annual Total Return (%) History

Year
RCGTXCategory
2024
N/AN/A
2023
63.99%N/A
2022
-43.28%N/A
2021
12.09%N/A
2020
67.73%55.91%
2019
27.91%37.49%
2018
4.47%-3.21%
2017
45.62%35.35%
2016
3.57%10.84%
2015
4.54%5.21%
2014
11.55%12.55%
2013
42.46%35.45%
2012
11.17%13.08%
2011
-11.10%-7.62%
2010
27.40%20.00%
2009
56.13%61.99%
2008
-48.30%-45.33%
2007
27.77%16.12%
2006
3.81%7.08%
2005
7.66%5.76%
2004
16.57%4.24%
2003
67.15%55.77%
2002
N/A-42.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.12%N/AN/AN/A
202324.76%18.56%-3.91%15.38%
2022-13.57%-25.98%-4.26%-7.39%
2021-2.44%9.02%-0.31%5.71%
2020-8.31%35.11%14.10%18.66%
201920.14%3.55%-7.19%10.78%
20189.27%6.61%10.70%-18.98%
201714.61%7.36%10.03%7.55%
2016-3.40%-0.57%11.21%-3.03%
20151.99%2.50%-8.78%9.63%
20141.43%4.96%1.81%2.91%
20135.11%7.63%16.87%7.75%
201216.95%-8.15%6.77%-3.07%
20119.93%-2.37%-18.51%1.64%
20101.22%-6.26%20.85%11.11%
2009-0.27%23.50%14.31%10.90%
2008-18.78%2.09%-17.75%-24.19%
2007-0.97%11.81%11.97%3.05%
20066.77%-13.35%2.75%9.21%
2005-9.85%3.41%10.79%4.25%
20042.79%3.07%-9.21%21.19%
2003-1.72%36.65%15.00%8.23%
2002-24.95%-22.18%12.41%N/A

Rank In Category (By Total Return)

YTD19
1-Month27
3-Month27
1-Year19
3-Year45
5-Year45

Load Adjusted Returns

1-Year44.35%
3-Year3.06%
5-Year13.70%
10-Year16.41%