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Virtus Zevenbergen Innovative Gr Stk R6 (VZGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.21-0.45 (-0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.87%
5-year average return0.00%
Number of years up1
Number of years down2
Best 1-yr total return (26 Jun 2024)65.74%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return65.74%
Worst 3-yr total return-12.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVZGRXCategory
YTD8.03%12.38%
1-month3.19%5.09%
3-month-3.46%10.28%
1-year28.25%41.70%
3-year-6.73%22.56%
5-year11.54%21.98%
10-year13.37%15.99%
Last bull market39.54%25.99%
Last bear market-42.20%-17.29%

Annual total return (%) history

Year
VZGRXCategory
2024
N/AN/A
2023
65.74%N/A
2022
-55.26%N/A
2021
-9.82%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.23%N/AN/AN/A
202331.98%14.88%-5.64%15.84%
2022-19.10%-42.20%9.69%-12.78%
2021-7.78%8.33%-4.44%-5.53%

Rank in category (by total return)

YTD83
1-month84
3-month97
1-year70
3-year97
5-year87

Load adjusted returns

1-year28.25%
3-year-6.73%
5-year11.54%
10-year13.37%