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Virtus SGA Global Growth R6 (SGARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.00-0.09 (-0.31%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.70%
5-Year Average Return9.65%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)33.26%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return33.26%
Worst 3-Yr Total Return0.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSGARXCategory
YTD-0.44%9.95%
1-Month-5.22%2.98%
3-Month-1.90%8.22%
1-Year15.37%40.81%
3-Year-1.82%19.17%
5-Year7.85%18.49%
10-Year10.61%11.83%
Last Bull Market19.71%21.12%
Last Bear Market-19.26%-20.34%

Annual Total Return (%) History

Year
SGARXCategory
2024
N/AN/A
2023
27.17%N/A
2022
-25.71%N/A
2021
8.23%N/A
2020
31.25%32.67%
2019
32.80%30.40%
2018
-2.75%-7.79%
2017
33.26%30.22%
2016
4.50%2.42%
2015
8.14%1.26%
2014
1.37%2.65%
2013
19.99%26.44%
2012
15.86%18.01%
2011
3.00%-6.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.05%N/AN/AN/A
20238.96%7.21%-2.10%11.19%
2022-9.58%-19.26%-6.51%8.84%
20211.86%6.89%-0.84%0.25%
2020-14.27%25.54%9.65%11.21%
201917.45%6.04%-0.96%7.67%
20182.72%3.01%3.72%-11.39%
20179.52%8.44%3.12%8.81%
2016-0.09%5.07%7.16%-7.10%
20154.10%1.11%-5.66%8.89%
2014-1.75%2.02%-1.15%2.31%
20137.42%-1.83%6.39%6.94%
201216.02%-5.86%7.02%-0.89%
20115.20%4.94%-14.13%8.65%

Rank In Category (By Total Return)

YTD88
1-Month79
3-Month98
1-Year64
3-Year76
5-Year76

Load Adjusted Returns

1-Year15.37%
3-Year-1.82%
5-Year7.85%
10-Year10.61%