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Virtus Opportunities Trust - Virtus SGA International Growth Fund (JVXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.90-0.02 (-0.07%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.26%
5-year average return8.63%
Number of years up13
Number of years down4
Best 1-yr total return (7 Mar 2024)32.70%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return32.70%
Worst 3-yr total return0.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVXIXCategory
YTD5.48%7.01%
1-month5.03%0.44%
3-month10.18%6.77%
1-year17.24%34.50%
3-year3.76%13.81%
5-year8.05%13.83%
10-year6.26%8.22%
Last bull market28.73%17.48%
Last bear market-14.86%-22.43%

Annual total return (%) history

Year
JVXIXCategory
2023
15.73%N/A
2022
-21.23%N/A
2021
12.38%N/A
2020
15.24%25.48%
2019
27.88%27.83%
2018
-12.36%-14.08%
2017
32.70%30.87%
2016
-4.20%-2.14%
2015
3.38%0.95%
2014
2.63%-3.92%
2013
5.69%18.58%
2012
20.17%17.70%
2011
0.44%-12.30%
2010
12.96%14.78%
2009
22.58%38.02%
2008
-41.68%-46.56%
2007
19.29%16.26%
2006
N/A23.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.76%4.43%-7.57%9.24%
2022-11.30%-14.86%-6.96%12.11%
2021-1.33%7.95%1.51%3.93%
2020-19.01%17.21%10.94%9.43%
201911.62%6.32%1.00%6.70%
2018-2.14%0.46%-0.54%-10.36%
201711.98%9.00%3.72%4.82%
20160.88%0.52%3.38%-8.62%
20152.13%0.39%-3.95%4.97%
20144.13%3.88%-4.51%-0.64%
20136.09%-6.17%4.48%1.62%
201210.90%-3.23%8.17%3.51%
20112.15%5.17%-12.92%7.36%
20103.48%-6.68%13.85%2.74%
2009-13.27%18.77%13.18%5.15%
2008-11.21%-1.01%-19.23%-17.85%
20072.92%5.65%5.69%3.80%
20066.35%10.16%N/AN/A

Rank in category (by total return)

YTD29
1-month29
3-month40
1-year36
3-year16
5-year37

Load adjusted returns

1-year17.24%
3-year3.76%
5-year8.05%
10-year6.26%