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Virtus Duff & Phelps Glb Rl Estt Secs R6 (VRGEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
35.94+0.18 (+0.50%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.88%
5-Year Average Return3.45%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Oct 21, 2024)31.88%
Worst 1 Yr Total Return (Oct 21, 2024)N/A
Best 3-Yr Total Return31.88%
Worst 3-Yr Total Return-1.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVRGEXCategory
YTD14.20%14.32%
1-Month2.88%0.73%
3-Month16.85%8.73%
1-Year31.89%32.33%
3-Year1.23%7.75%
5-Year4.61%6.57%
10-Year7.05%6.49%
Last Bull Market19.26%23.44%
Last Bear Market-19.02%-20.52%

Annual Total Return (%) History

Year
VRGEXCategory
2024
N/AN/A
2023
10.48%N/A
2022
-26.69%N/A
2021
31.88%N/A
2020
-0.70%-5.43%
2019
30.04%23.45%
2018
-4.49%-7.11%
2017
13.20%15.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.27%-1.01%16.85%N/A
20231.47%0.43%-6.12%15.49%
2022-4.78%-19.02%-11.26%7.14%
20215.44%10.32%1.11%12.13%
2020-24.35%11.62%3.63%13.48%
201915.35%2.50%6.37%3.40%
2018-3.37%5.41%0.63%-6.82%
20171.41%3.06%2.89%5.27%

Rank In Category (By Total Return)

YTD16
1-Month71
3-Month9
1-Year17
3-Year31
5-Year9

Load Adjusted Returns

1-Year31.89%
3-Year1.23%
5-Year4.61%
10-Year7.05%