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Virtus Newfleet Short Dur H Inc C (ASHCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.67+0.05 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.99%
5-year average return4.08%
Number of years up9
Number of years down3
Best 1-yr total return (1 May 2024)11.96%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return11.96%
Worst 3-yr total return1.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASHCXCategory
YTD1.19%3.62%
1-month0.89%1.08%
3-month1.19%2.50%
1-year10.45%14.69%
3-year3.09%6.16%
5-year4.25%6.21%
10-year3.60%5.48%
Last bull market12.17%11.96%
Last bear market-7.48%-7.27%

Annual total return (%) history

Year
ASHCXCategory
2024
N/AN/A
2023
11.96%N/A
2022
-5.64%N/A
2021
4.84%N/A
2020
5.44%4.91%
2019
6.82%12.62%
2018
-0.49%-2.59%
2017
3.71%6.47%
2016
9.82%13.30%
2015
-0.75%-4.01%
2014
1.61%1.11%
2013
3.98%6.90%
2012
7.63%14.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.19%N/AN/AN/A
20232.57%2.79%1.53%4.59%
2022-1.43%-7.48%0.36%3.10%
20212.28%1.24%-0.14%1.39%
2020-12.12%9.76%2.51%6.63%
20192.50%0.93%1.97%1.26%
2018-0.09%0.66%1.76%-2.76%
20171.14%1.47%0.65%0.40%
20161.84%4.13%2.88%0.67%
20152.17%0.90%-2.23%-1.53%
20141.34%0.95%-1.13%0.46%
20131.14%-1.06%1.94%1.93%
20122.35%1.07%2.23%1.77%

Rank in category (by total return)

YTD78
1-month80
3-month78
1-year49
3-year22
5-year28

Load adjusted returns

1-year9.45%
3-year3.09%
5-year4.25%
10-year3.60%