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Virtus Opportunities Trust - Virtus SGA International Growth Fund (JVIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.64-0.02 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.22%
5-year average return8.29%
Number of years up24
Number of years down9
Best 1-yr total return (7 Mar 2024)32.33%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return32.33%
Worst 3-yr total return0.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVIAXCategory
YTD5.45%7.01%
1-month5.00%0.44%
3-month10.13%6.77%
1-year16.87%34.50%
3-year3.43%13.81%
5-year7.71%13.83%
10-year5.94%8.22%
Last bull market28.37%17.48%
Last bear market-14.97%-22.43%

Annual total return (%) history

Year
JVIAXCategory
2023
15.32%N/A
2022
-21.45%N/A
2021
11.98%N/A
2020
14.88%25.48%
2019
27.48%27.83%
2018
-12.63%-14.08%
2017
32.33%30.87%
2016
-4.42%-2.14%
2015
3.11%0.95%
2014
2.36%-3.92%
2013
5.43%18.58%
2012
19.83%17.70%
2011
0.26%-12.30%
2010
12.62%14.78%
2009
22.34%38.02%
2008
-41.92%-46.56%
2007
18.96%16.26%
2006
29.30%23.95%
2005
16.35%15.23%
2004
28.23%16.23%
2003
30.16%33.83%
2002
-7.92%-19.15%
2001
-29.18%-24.05%
2000
-18.70%-21.04%
1999
46.50%49.56%
1998
16.77%14.17%
1997
9.18%6.65%
1996
16.98%12.41%
1995
10.89%8.72%
1994
-5.31%-3.09%
1993
40.80%37.44%
1992
-2.37%-3.83%
1991
18.77%14.88%
1990
N/A-10.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.63%4.33%-7.62%9.13%
2022-11.33%-14.97%-6.99%12.01%
2021-1.42%7.85%1.45%3.82%
2020-19.06%17.09%10.86%9.35%
201911.51%6.27%0.89%6.62%
2018-2.23%0.37%-0.60%-10.44%
201711.87%8.98%3.63%4.73%
20160.85%0.44%3.31%-8.66%
20152.05%0.34%-4.02%4.90%
20144.06%3.83%-4.58%-0.71%
20136.01%-6.22%4.41%1.57%
201210.81%-3.31%8.12%3.44%
20112.11%5.14%-12.99%7.33%
20103.38%-6.74%13.83%2.61%
2009-13.28%18.64%13.14%5.10%
2008-11.28%-1.05%-19.26%-18.05%
20072.84%5.54%5.66%3.73%
20069.25%1.13%6.26%10.13%
20050.38%1.56%7.68%5.98%
20044.92%-0.16%2.74%19.15%
2003-6.66%14.63%6.71%14.00%
2002-0.93%3.92%-14.63%4.77%
2001-18.82%-2.35%-15.18%5.34%
2000-2.61%-9.71%-4.67%-3.01%
19990.94%3.14%5.00%34.02%
199812.89%3.86%-16.02%18.60%
19972.36%9.38%3.14%-5.45%
19965.78%3.64%-0.11%6.81%
1995-5.11%3.83%6.88%5.31%
1994-4.67%-0.37%7.06%-6.88%
19938.01%2.80%10.60%14.65%
1992-0.39%3.09%-7.46%2.74%
199110.12%-0.26%5.72%2.28%
19908.40%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month30
3-month40
1-year39
3-year20
5-year42

Load adjusted returns

1-year10.44%
3-year1.50%
5-year6.50%
10-year5.35%