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Virtus Small-Cap P (AZBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.53+0.10 (+0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.10%
5-year average return8.15%
Number of years up7
Number of years down3
Best 1-yr total return (9 May 2024)24.22%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return24.22%
Worst 3-yr total return3.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAZBPXCategory
YTD1.55%20.19%
1-month-5.14%0.02%
3-month2.01%4.36%
1-year12.89%60.18%
3-year-0.31%11.32%
5-year6.85%13.88%
10-year8.01%11.19%
Last bull market23.22%27.98%
Last bear market-15.63%-24.08%

Annual total return (%) history

Year
AZBPXCategory
2024
N/AN/A
2023
13.99%N/A
2022
-18.20%N/A
2021
19.14%N/A
2020
16.90%10.99%
2019
24.22%23.75%
2018
-9.17%-12.72%
2017
21.03%12.28%
2016
15.39%20.78%
2015
-1.12%-5.38%
2014
2.43%3.79%
2013
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
20234.87%3.58%-3.88%9.17%
2022-8.54%-15.63%-4.63%11.16%
202110.43%4.31%-1.76%5.28%
2020-28.46%19.76%10.42%23.58%
201914.73%2.78%-2.13%7.64%
20180.00%7.49%4.40%-19.07%
20173.83%4.19%8.29%3.31%
2016-1.57%3.01%5.37%8.01%
20155.30%1.04%-8.12%1.15%
20140.84%1.66%-6.49%6.85%
201310.19%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month14
3-month47
1-year62
3-year58
5-year60

Load adjusted returns

1-year12.89%
3-year-0.31%
5-year6.85%
10-year8.01%