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Virtus Duff & Phelps Glb Rl Estt Secs C (VGSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.99+0.22 (+0.74%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.73%
5-Year Average Return1.14%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)30.23%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.23%
Worst 3-Yr Total Return-2.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVGSCXCategory
YTD-7.18%14.32%
1-Month-5.68%0.73%
3-Month-2.79%8.73%
1-Year-2.11%32.33%
3-Year-5.32%7.75%
5-Year0.81%6.57%
10-Year3.67%6.49%
Last Bull Market18.62%23.44%
Last Bear Market-19.29%-20.52%

Annual Total Return (%) History

Year
VGSCXCategory
2024
N/AN/A
2023
9.12%N/A
2022
-27.60%N/A
2021
30.23%N/A
2020
-1.96%-5.43%
2019
28.45%23.45%
2018
-5.56%-7.11%
2017
11.88%15.12%
2016
3.18%1.97%
2015
0.92%-0.92%
2014
21.61%11.67%
2013
0.36%2.92%
2012
22.45%31.78%
2011
-0.20%-10.10%
2010
22.12%17.22%
2009
N/A37.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.59%N/AN/AN/A
20231.17%0.10%-6.40%15.12%
2022-5.07%-19.29%-11.54%6.82%
20215.10%10.00%0.79%11.76%
2020-24.61%11.28%3.33%13.10%
201915.03%2.17%6.06%3.05%
2018-3.62%5.11%0.34%-7.10%
20171.10%2.79%2.59%4.94%
20165.29%4.51%-1.08%-5.21%
20154.01%-7.10%0.71%3.71%
20148.29%7.28%-3.96%8.99%
20133.78%-2.74%0.40%-0.96%
201212.14%1.65%2.98%4.31%
20115.59%4.46%-17.14%9.19%
20104.75%-6.27%17.50%5.85%
200925.43%32.15%5.36%N/A

Rank In Category (By Total Return)

YTD67
1-Month31
3-Month54
1-Year77
3-Year61
5-Year22

Load Adjusted Returns

1-Year-3.08%
3-Year-5.32%
5-Year0.81%
10-Year3.67%