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Virtus Newfleet Low Dur Cor Pl Bd R6 (VLDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.45+0.02 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.08%
5-year average return2.07%
Number of years up4
Number of years down1
Best 1-yr total return (29 Apr 2024)7.08%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.08%
Worst 3-yr total return-0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVLDRXCategory
YTD1.38%0.44%
1-month0.67%0.02%
3-month1.38%0.56%
1-year6.43%2.65%
3-year1.26%3.38%
5-year2.22%2.40%
10-year2.12%2.01%
Last bull market1.72%2.63%
Last bear market-2.10%-0.33%

Annual total return (%) history

Year
VLDRXCategory
2024
N/AN/A
2023
7.08%N/A
2022
-4.78%N/A
2021
0.31%N/A
2020
4.03%3.81%
2019
5.61%4.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.38%N/AN/AN/A
20232.00%0.61%0.98%3.33%
2022-2.74%-2.10%-1.19%1.21%
2021-0.13%0.59%0.20%-0.35%
2020-3.60%5.08%1.60%1.09%
20192.08%1.79%1.02%0.61%

Rank in category (by total return)

YTD13
1-month23
3-month13
1-year11
3-year17
5-year17

Load adjusted returns

1-year6.43%
3-year1.26%
5-year2.22%
10-year2.12%