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Virtus NFJ Large-Cap Value P (ALCPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.24+0.17 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.45%
5-year average return7.26%
Number of years up12
Number of years down3
Best 1-yr total return (2 May 2024)32.55%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.55%
Worst 3-yr total return3.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALCPXCategory
YTD-0.63%17.52%
1-month-5.07%-0.87%
3-month1.86%5.51%
1-year10.79%42.88%
3-year4.14%11.93%
5-year7.00%12.07%
10-year7.57%10.95%
Last bull market22.69%23.18%
Last bear market-11.40%-17.87%

Annual total return (%) history

Year
ALCPXCategory
2024
N/AN/A
2023
17.85%N/A
2022
-14.60%N/A
2021
26.48%N/A
2020
2.21%2.91%
2019
24.88%25.04%
2018
-9.45%-8.53%
2017
21.28%15.94%
2016
14.15%14.81%
2015
-5.36%-4.05%
2014
11.43%10.21%
2013
32.55%31.21%
2012
14.01%14.57%
2011
1.72%-0.75%
2010
12.58%13.66%
2009
16.14%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.68%N/AN/AN/A
20233.62%4.74%-3.12%12.08%
2022-3.60%-11.40%-9.81%10.87%
20216.88%7.64%-0.16%10.12%
2020-25.57%15.64%5.32%12.74%
201911.05%2.38%1.34%8.38%
2018-2.16%0.34%7.51%-14.20%
20173.40%5.08%4.14%7.19%
2016-0.66%2.47%2.60%9.29%
2015-0.90%0.34%-9.21%4.84%
20141.68%5.49%0.12%3.76%
201312.63%2.99%4.68%9.16%
20129.86%-2.53%6.60%-0.12%
20116.61%0.08%-14.99%12.15%
20104.56%-10.98%10.63%9.32%
2009-18.68%16.98%14.82%6.34%
2008-25.31%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month86
3-month88
1-year77
3-year83
5-year87

Load adjusted returns

1-year10.79%
3-year4.14%
5-year7.00%
10-year7.57%