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Virtus AllianzGI International Small-Cap Fund Class R (ALORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.01+0.05 (+0.13%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return7.73%
5-year average return3.20%
Number of years up6
Number of years down4
Best 1-yr total return (3 Feb 2019)38.58%
Worst 1-yr total return (3 Feb 2019)-23.01%
Best 3-yr total return38.58%
Worst 3-yr total return-1.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALORXCategory
YTD4.98%7.70%
1-month-1.14%0.28%
3-month-0.10%7.17%
1-year41.49%42.00%
3-year3.19%13.14%
5-year6.13%14.91%
10-year7.06%9.64%
Last bull market17.59%19.05%
Last bear market-24.61%-21.47%

Annual total return (%) history

Year
ALORXCategory
2021
N/AN/A
2020
15.27%28.40%
2019
23.86%27.78%
2018
-23.01%-18.34%
2017
38.58%36.19%
2016
-7.97%-2.98%
2015
15.17%7.05%
2014
-8.86%-5.40%
2013
32.34%26.61%
2012
20.54%22.20%
2011
-17.47%-14.72%
2010
N/A23.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.50%N/AN/AN/A
2020-24.84%21.95%7.26%17.25%
201911.13%1.85%-0.40%9.87%
20182.77%-3.13%-0.52%-22.25%
20178.03%8.87%9.56%7.55%
2016-4.87%-1.68%5.68%-6.89%
201511.00%2.41%-4.47%6.04%
20141.09%-1.40%-6.71%-1.99%
201310.24%-0.06%11.94%7.30%
201215.78%-6.28%6.66%4.15%
20112.28%-0.23%-19.74%0.77%
201020.70%11.85%N/AN/A

Rank in category (by total return)

YTD37
1-month98
3-month69
1-year83
3-year97
5-year95

Load adjusted returns

1-year47.17%
3-year4.53%
5-year9.45%
10-year6.65%