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Virtus Newfleet Short Dur H Inc R6 (ASHSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.53+0.02 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.22%
5-year average return4.88%
Number of years up5
Number of years down1
Best 1-yr total return (13 Jun 2024)12.64%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return12.64%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASHSXCategory
YTD1.69%3.62%
1-month0.81%1.08%
3-month1.30%2.50%
1-year10.14%14.69%
3-year3.46%6.16%
5-year4.89%6.21%
10-year4.14%5.48%
Last bull market6.83%11.96%
Last bear market-7.28%-7.27%

Annual total return (%) history

Year
ASHSXCategory
2024
N/AN/A
2023
12.64%N/A
2022
-5.21%N/A
2021
5.45%N/A
2020
6.09%4.91%
2019
7.48%12.62%
2018
0.04%-2.59%
2017
N/A6.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.35%N/AN/AN/A
20232.74%2.97%1.65%4.74%
2022-1.38%-7.28%0.44%3.21%
20212.35%1.37%0.08%1.55%
2020-11.93%9.81%2.67%6.85%
20192.73%1.00%2.15%1.42%
20180.10%0.80%1.82%-2.63%
20171.62%0.79%0.54%N/A

Rank in category (by total return)

YTD56
1-month88
3-month64
1-year68
3-year9
5-year14

Load adjusted returns

1-year10.14%
3-year3.46%
5-year4.89%
10-year4.14%