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Virtus Zevenbergen Innovative Gr Stk R6 (VZGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.83+0.03 (+0.06%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.93%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)65.74%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return65.74%
Worst 3-Yr Total Return-12.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVZGRXCategory
YTD8.03%12.38%
1-Month3.19%5.09%
3-Month-3.46%10.28%
1-Year28.25%41.70%
3-Year-6.73%22.56%
5-Year11.54%21.98%
10-Year13.37%15.99%
Last Bull Market39.54%25.99%
Last Bear Market-42.20%-17.29%

Annual Total Return (%) History

Year
VZGRXCategory
2024
N/AN/A
2023
65.74%N/A
2022
-55.26%N/A
2021
-9.82%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.23%N/AN/AN/A
202331.98%14.88%-5.64%15.84%
2022-19.10%-42.20%9.69%-12.78%
2021-7.78%8.33%-4.44%-5.53%

Rank In Category (By Total Return)

YTD83
1-Month84
3-Month97
1-Year70
3-Year97
5-Year87

Load Adjusted Returns

1-Year28.25%
3-Year-6.73%
5-Year11.54%
10-Year13.37%