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Virtus Duff & Phelps Sel MLP & Engy A (VLPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.87+0.04 (+0.29%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.88%
5-Year Average Return12.98%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 19, 2024)44.50%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return44.50%
Worst 3-Yr Total Return-9.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVLPAXCategory
YTD10.57%38.02%
1-Month-0.93%4.39%
3-Month11.02%17.34%
1-Year24.73%54.67%
3-Year23.00%0.06%
5-Year12.09%0.07%
10-Year0.00%1.70%
Last Bull Market17.57%11.80%
Last Bear Market-8.91%-7.14%

Annual Total Return (%) History

Year
VLPAXCategory
2024
N/AN/A
2023
11.80%N/A
2022
30.39%N/A
2021
44.50%N/A
2020
-19.13%-23.34%
2019
9.47%13.05%
2018
-17.32%-16.32%
2017
-1.42%-5.78%
2016
31.24%27.30%
2015
N/A-34.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.61%N/AN/AN/A
2023-0.97%1.61%6.49%4.33%
202224.94%-8.91%6.77%7.29%
202118.59%18.49%1.01%1.80%
2020-48.03%40.29%-12.83%27.25%
201917.77%-1.34%-5.52%-0.28%
2018-10.24%14.36%0.50%-19.84%
20172.83%-7.93%1.66%2.42%
20162.62%15.03%8.03%2.91%
2015-11.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD66
1-Month70
3-Month29
1-Year67
3-Year30
5-Year10

Load Adjusted Returns

1-Year17.87%
3-Year20.70%
5-Year10.83%
10-YearN/A