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Virtus AllianzGI Preferred Secs&Inc Inst (APEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.040.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-13.29%
5-year average return0.00%
Number of years up3
Number of years downN/A
Best 1-yr total return (21 Jul 2022)20.15%
Worst 1-yr total return (21 Jul 2022)N/A
Best 3-yr total return20.15%
Worst 3-yr total return11.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPEIXCategory
YTD-13.29%5.09%
1-month0.00%1.29%
3-month-5.44%3.60%
1-year-12.71%19.60%
3-year1.65%7.20%
5-year0.00%5.90%
10-year0.00%6.54%
Last bull market16.03%11.27%
Last bear market-18.32%-4.58%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD62
1-month61
3-month28
1-year51
3-year12
5-yearN/A

Load adjusted returns

1-year-12.19%
3-year2.02%
5-yearN/A
10-yearN/A