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Virtus Newfleet Short Dur H Inc R6 (ASHSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.47-0.02 (-0.15%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.76%
5-year average return4.57%
Number of years up4
Number of years down1
Best 1-yr total return (6 Dec 2023)7.48%
Worst 1-yr total return (6 Dec 2023)N/A
Best 3-yr total return7.48%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnASHSXCategory
YTD10.76%3.62%
1-month2.16%1.08%
3-month2.90%2.50%
1-year10.17%14.69%
3-year3.99%6.16%
5-year4.57%6.21%
10-year0.00%5.48%
Last bull market12.69%11.96%
Last bear market-7.28%-7.27%

Annual total return (%) history

Year
ASHSXCategory
2023
N/AN/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
20232.74%2.97%1.65%N/A
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)

YTD10
1-month85
3-month25
1-year13
3-year2
5-year18

Load adjusted returns

1-year9.44%
3-year4.09%
5-year4.42%
10-year3.98%