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Virtus Tactical Allocation A (NAINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43+0.07 (+0.62%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.17%
5-year average return7.26%
Number of years up64
Number of years down19
Best 1-yr total return (2 Jul 2024)33.01%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.01%
Worst 3-yr total return-2.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNAINXCategory
YTD8.21%9.69%
1-month1.69%0.91%
3-month0.52%5.21%
1-year16.15%27.06%
3-year-1.13%11.00%
5-year7.40%10.26%
10-year6.09%8.34%
Last bull market23.65%15.58%
Last bear market-19.62%-12.16%

Annual total return (%) history

Year
NAINXCategory
2024
N/AN/A
2023
22.38%N/A
2022
-28.43%N/A
2021
6.59%N/A
2020
33.01%11.72%
2019
27.00%19.23%
2018
-7.15%-5.76%
2017
19.84%13.21%
2016
1.91%7.34%
2015
-4.94%-1.93%
2014
4.44%6.21%
2013
17.47%16.48%
2012
12.44%11.72%
2011
1.08%-0.11%
2010
11.38%11.83%
2009
22.00%24.13%
2008
-23.41%-28.00%
2007
5.43%5.99%
2006
10.02%11.29%
2005
2.82%5.13%
2004
7.03%8.86%
2003
17.19%20.35%
2002
-7.72%-12.02%
2001
-0.46%-5.05%
2000
0.03%1.82%
1999
6.57%10.71%
1998
10.96%13.52%
1997
17.10%19.63%
1996
12.70%13.70%
1995
23.40%25.63%
1994
-6.25%-2.52%
1993
14.52%11.37%
1992
11.90%7.73%
1991
23.40%24.89%
1990
-1.50%-1.10%
1989
21.30%19.04%
1988
18.07%12.38%
1987
1.86%2.33%
1986
22.40%16.43%
1985
26.65%27.31%
1984
12.06%8.22%
1983
17.30%17.96%
1982
29.20%29.46%
1981
8.84%4.32%
1980
16.94%19.48%
1979
14.29%15.00%
1978
5.71%4.67%
1977
5.59%0.43%
1976
36.91%27.96%
1975
27.65%29.04%
1974
-10.38%-16.55%
1973
-12.68%-14.06%
1972
7.30%8.41%
1971
17.84%13.97%
1970
3.83%2.83%
1969
-11.36%-13.18%
1968
15.24%14.58%
1967
18.93%18.14%
1966
-6.18%-7.48%
1965
12.25%12.18%
1964
12.92%11.92%
1963
15.74%13.59%
1962
-3.25%-7.04%
1961
17.84%20.08%
1960
-2.62%2.92%
1959
10.94%6.96%
1958
40.90%34.00%
1957
-14.65%-7.52%
1956
2.58%3.50%
1955
14.27%14.17%
1954
42.42%34.02%
1953
-2.95%-0.79%
1952
14.94%9.24%
1951
6.94%11.13%
1950
25.14%15.89%
1949
11.43%14.44%
1948
2.28%0.23%
1947
-2.47%-2.48%
1946
-15.84%-5.09%
1945
32.41%27.63%
1944
34.68%21.77%
1943
28.70%28.08%
1942
8.84%12.20%
1941
-11.39%-6.93%
1940
N/A-4.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.65%0.52%N/AN/A
20237.60%5.96%-3.41%11.13%
2022-11.98%-19.62%-3.81%5.16%
2021-1.94%6.60%0.61%1.35%
2020-11.42%22.60%10.39%10.96%
201914.31%4.45%-1.70%8.21%
20182.63%1.11%2.59%-12.79%
20176.43%4.22%4.83%3.07%
2016-0.68%1.48%4.05%-2.83%
20151.91%-0.35%-8.05%1.80%
20142.75%3.53%-2.49%0.69%
20135.10%-1.49%5.93%7.10%
20129.42%-2.80%5.34%0.36%
20114.45%0.23%-10.59%7.98%
20103.16%-8.22%9.34%7.59%
2009-4.86%12.69%9.95%3.49%
2008-5.17%-1.53%-5.73%-13.01%
20071.04%2.39%1.94%-0.02%
20061.65%-0.77%5.01%3.87%
2005-1.32%2.22%1.09%0.84%
20042.16%-1.35%0.90%5.25%
2003-0.94%9.49%1.32%6.64%
20020.52%-5.62%-7.54%5.20%
2001-3.28%3.54%-5.80%5.52%
20002.11%-1.04%0.69%-1.68%
19991.22%1.89%-2.61%6.11%
19985.49%2.04%-6.03%9.69%
19970.50%8.68%5.86%1.28%
19962.66%2.53%1.30%5.70%
19955.88%6.88%4.35%4.50%
1994-3.98%-0.22%1.62%-3.71%
19936.12%2.72%3.66%1.35%
19920.88%4.04%2.95%3.56%
19918.43%0.12%7.35%5.89%
1990-3.77%3.98%-8.44%7.52%
19896.10%7.29%5.38%1.11%
19885.00%4.17%3.67%4.12%
19878.28%-0.00%2.54%-8.26%
198613.38%10.26%-6.55%4.77%
19857.03%6.68%-1.80%12.96%
1984-3.25%1.96%8.72%4.49%
19838.26%5.08%3.26%-0.15%
1982-0.91%2.58%13.58%11.92%
19817.69%0.63%-7.56%8.66%
1980-7.27%16.94%6.54%1.23%
19797.63%3.18%5.67%-2.61%
19781.77%3.82%5.82%-5.45%
1977-1.28%6.55%-0.71%1.10%
197617.83%4.03%3.34%8.09%
197518.83%8.75%-4.18%3.08%
19744.48%-6.57%-11.88%4.19%
1973-6.04%-6.43%6.82%-7.01%
19723.84%-0.74%0.37%3.71%
197113.80%-1.13%2.62%2.06%
19701.75%-15.44%10.74%8.97%
1969-3.66%-2.79%-3.20%-2.22%
1968-3.70%11.74%4.68%2.32%
196711.28%2.83%5.25%-1.24%
19660.77%-4.21%-6.87%4.36%
19653.49%-0.97%6.55%2.80%
19645.52%1.82%4.43%0.64%
19636.74%5.23%1.50%1.52%
19621.13%-11.37%-0.80%8.82%
196110.92%-0.35%3.37%3.13%
1960-3.47%-0.70%-1.60%3.25%
19596.16%3.83%-1.56%2.24%
19589.16%7.44%10.49%8.73%
1957-0.65%0.50%-6.42%-8.66%
19564.66%-2.61%-1.32%1.99%
19553.99%6.21%0.12%3.34%
19548.77%6.85%6.70%14.85%
19530.35%-3.16%-3.59%3.58%
19524.02%3.31%0.41%6.52%
19512.38%-3.70%8.90%-0.39%
19501.81%-0.55%14.31%8.13%
1949-0.93%-5.91%9.41%9.26%
19484.17%6.39%-3.83%-4.04%
1947-1.19%-3.91%1.79%0.91%
19464.77%-0.95%-19.71%1.01%
19453.97%10.85%3.07%11.47%
194411.38%7.12%0.06%12.81%
194322.26%6.66%-1.34%0.04%
19421.78%-5.23%8.57%3.93%
1941-1.85%-0.56%2.01%-11.00%
1940-3.15%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month34
3-month71
1-year15
3-year99
5-year40

Load adjusted returns

1-year9.76%
3-year-2.98%
5-year6.20%
10-year5.49%