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Virtus SGA Global Growth R6 (SGARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.62+0.01 (+0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.96%
5-Year Average Return8.73%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (Jun 12, 2024)33.26%
Worst 1 Yr Total Return (Jun 12, 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
YTD2.03%9.95%
1-Month2.48%2.98%
3-Month-3.11%8.22%
1-Year16.76%40.81%
3-Year-0.61%19.17%
5-Year9.26%18.49%
10-Year10.67%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-Month83
3-Month91
1-Year76
3-Year75
5-Year83

Load Adjusted Returns

1-Year16.76%
3-Year-0.61%
5-Year9.26%
10-Year10.67%