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Virtus Westchester Credit Event Fd I (WCFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.20+0.03 (+0.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.19%
5-Year Average Return6.74%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)16.08%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return16.08%
Worst 3-Yr Total Return3.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWCFIXCategory
YTD1.82%1.90%
1-Month0.00%0.35%
3-Month1.27%1.41%
1-Year7.45%7.92%
3-Year2.25%3.65%
5-Year6.70%3.77%
10-Year0.00%2.82%
Last Bull Market5.02%6.13%
Last Bear Market-6.69%-3.74%

Annual Total Return (%) History

Year
WCFIXCategory
2024
N/AN/A
2023
9.56%N/A
2022
-4.87%N/A
2021
7.39%N/A
2020
16.08%3.44%
2019
12.87%6.69%
2018
-2.93%-1.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.82%N/AN/AN/A
20233.07%1.86%1.46%2.86%
2022-1.69%-6.69%1.45%2.22%
20215.36%1.59%-0.08%0.41%
2020-15.39%11.53%8.11%13.80%
20195.55%3.77%1.43%1.59%
2018-0.40%0.50%0.10%-3.12%

Rank In Category (By Total Return)

YTD31
1-Month25
3-Month28
1-Year25
3-Year23
5-Year1

Load Adjusted Returns

1-Year7.45%
3-Year2.25%
5-Year6.70%
10-YearN/A