Advertisement
U.S. markets open in 9 hours 4 minutes

Virtus Duff & Phelps Real Estate Secs I (PHRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
21.03+0.07 (+0.33%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.72%
5-Year Average Return5.98%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Oct 20, 2024)47.15%
Worst 1 Yr Total Return (Oct 20, 2024)N/A
Best 3-Yr Total Return47.15%
Worst 3-Yr Total Return1.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPHRIXCategory
YTD17.15%20.43%
1-Month3.07%2.69%
3-Month17.30%11.34%
1-Year35.09%36.79%
3-Year4.08%10.81%
5-Year6.71%7.03%
10-Year8.29%9.08%
Last Bull Market18.64%31.03%
Last Bear Market-17.93%-16.60%

Annual Total Return (%) History

Year
PHRIXCategory
2024
N/AN/A
2023
11.16%N/A
2022
-26.13%N/A
2021
47.15%N/A
2020
-1.74%-4.49%
2019
27.32%27.28%
2018
-6.50%-5.97%
2017
6.11%6.22%
2016
6.94%6.89%
2015
2.38%2.41%
2014
31.66%28.03%
2013
0.45%1.55%
2012
16.80%17.60%
2011
9.92%7.51%
2010
27.87%27.08%
2009
28.28%31.26%
2008
-37.10%-39.55%
2007
-15.90%-14.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.24%1.12%17.30%N/A
20233.04%1.56%-7.88%15.31%
2022-5.21%-17.93%-8.77%4.07%
20218.07%13.21%2.61%17.21%
2020-22.95%11.91%1.66%12.10%
201915.47%2.07%8.60%-0.52%
2018-7.04%8.63%0.67%-8.02%
20170.51%1.10%1.77%2.62%
20165.27%6.75%-2.48%-2.43%
20154.20%-9.15%2.30%5.71%
201410.99%6.40%-3.28%15.26%
20135.28%-0.81%-2.81%-1.03%
201210.82%3.40%-0.48%2.42%
20116.82%4.00%-15.03%16.46%
20109.15%-3.29%13.12%7.09%
2009-31.04%27.29%32.93%9.93%
20081.23%-4.08%5.65%-38.68%
20073.49%-10.95%3.69%-11.99%

Rank In Category (By Total Return)

YTD8
1-Month41
3-Month8
1-Year18
3-Year22
5-Year9

Load Adjusted Returns

1-Year35.09%
3-Year4.08%
5-Year6.71%
10-Year8.29%