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Virtus Zevenbergen Innovative Growth Stock Fund (SCATX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.38-0.27 (-0.60%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.52%
5-Year Average Return10.32%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Apr 23, 2024)119.67%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return119.67%
Worst 3-Yr Total Return-12.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSCATXCategory
YTD12.20%12.38%
1-Month0.27%5.09%
3-Month12.20%10.28%
1-Year40.80%41.70%
3-Year-6.74%22.56%
5-Year12.44%21.98%
10-Year13.62%15.99%
Last Bull Market26.44%25.99%
Last Bear Market-42.22%-17.29%

Annual Total Return (%) History

Year
SCATXCategory
2024
N/AN/A
2023
65.58%N/A
2022
-55.31%N/A
2021
-9.93%N/A
2020
119.67%35.86%
2019
37.02%31.90%
2018
11.07%-2.09%
2017
34.29%27.67%
2016
-2.12%3.23%
2015
7.02%3.60%
2014
2.22%10.00%
2013
59.73%33.92%
2012
7.85%15.34%
2011
-10.41%-2.46%
2010
21.71%15.53%
2009
56.24%35.68%
2008
-43.53%-40.67%
2007
23.12%13.35%
2006
5.32%7.05%
2005
7.11%6.71%
2004
N/A7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.20%N/AN/AN/A
202331.94%14.86%-5.65%15.80%
2022-19.12%-42.22%9.67%-12.81%
2021-7.81%8.28%-4.46%-5.55%
2020-2.37%52.48%20.50%22.47%
201925.24%9.16%-13.57%15.97%
20188.96%14.19%15.18%-22.49%
201712.53%10.93%3.56%3.88%
2016-8.70%-1.36%12.04%-3.00%
20152.58%6.98%-8.22%6.26%
20140.24%5.19%-0.18%-2.87%
201311.42%10.64%22.19%6.04%
201217.99%-10.92%3.31%-0.68%
20119.15%-2.19%-21.80%7.31%
20103.79%-11.20%17.78%12.12%
2009-2.52%23.29%19.62%8.68%
2008-16.75%4.90%-10.22%-27.98%
20074.72%8.54%7.07%1.16%
20066.81%-6.70%0.79%4.87%
2005-7.57%3.04%5.50%6.60%
20043.04%-7.07%13.11%N/A

Rank In Category (By Total Return)

YTD50
1-Month98
3-Month50
1-Year31
3-Year98
5-Year82

Load Adjusted Returns

1-Year40.80%
3-Year-6.74%
5-Year12.44%
10-Year13.62%