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Virtus Opportunities Trust - Virtus Vontobel Global Opportunities Fund (VRGOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.66-0.02 (-0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.51%
5-Year Average Return10.37%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Mar 7, 2024)27.89%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return27.89%
Worst 3-Yr Total Return2.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVRGOXCategory
YTD4.71%9.95%
1-Month3.87%2.98%
3-Month8.73%8.22%
1-Year22.40%40.81%
3-Year4.76%19.17%
5-Year10.11%18.49%
10-Year9.21%11.83%
Last Bull Market30.32%21.12%
Last Bear Market-15.31%-20.34%

Annual Total Return (%) History

Year
VRGOXCategory
2023
20.32%N/A
2022
-20.90%N/A
2021
13.88%N/A
2020
19.20%32.67%
2019
27.89%30.40%
2018
N/A-7.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.71%5.99%-4.83%9.72%
2022-8.42%-15.31%-7.42%10.17%
20211.09%8.34%-2.04%6.14%
2020-17.78%19.01%10.77%9.96%
201910.35%6.43%1.23%7.56%
20182.29%3.15%-9.01%N/A

Rank In Category (By Total Return)

YTD73
1-Month84
3-Month84
1-Year59
3-Year37
5-Year66

Load Adjusted Returns

1-Year22.40%
3-Year4.76%
5-Year10.11%
10-Year9.21%