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Virtus Duff & Phelps Real Estate Secs R6 (VRREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.02-0.02 (-0.11%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.95%
5-Year Average Return4.83%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)47.61%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return47.61%
Worst 3-Yr Total Return2.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVRREXCategory
YTD-7.78%20.43%
1-Month-6.77%2.69%
3-Month-3.65%11.34%
1-Year-1.60%36.79%
3-Year-1.53%10.81%
5-Year3.97%7.03%
10-Year5.88%9.08%
Last Bull Market18.86%31.03%
Last Bear Market-17.85%-16.60%

Annual Total Return (%) History

Year
VRREXCategory
2024
N/AN/A
2023
11.51%N/A
2022
-25.92%N/A
2021
47.61%N/A
2020
-1.48%-4.49%
2019
27.63%27.28%
2018
-6.35%-5.97%
2017
6.28%6.22%
2016
7.13%6.89%
2015
2.59%2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.08%N/AN/AN/A
20233.17%1.64%-7.82%15.37%
2022-5.14%-17.85%-8.73%4.16%
20218.19%13.30%2.67%17.30%
2020-22.91%11.98%1.75%12.16%
201915.55%2.10%8.63%-0.41%
2018-7.01%8.67%0.70%-7.97%
20170.55%1.14%1.77%2.69%
20165.32%6.80%-2.46%-2.35%
20154.25%-9.08%2.32%5.78%

Rank In Category (By Total Return)

YTD37
1-Month29
3-Month39
1-Year69
3-Year18
5-Year13

Load Adjusted Returns

1-Year-1.60%
3-Year-1.53%
5-Year3.97%
10-Year5.88%