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Virtus Zevenbergen Technology A (RAGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.40+0.08 (+0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.13%
5-year average return16.11%
Number of years up18
Number of years down3
Best 1-yr total return (9 May 2024)68.98%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return68.98%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAGTXCategory
YTD8.98%12.31%
1-month-4.65%6.23%
3-month4.69%8.63%
1-year46.49%53.90%
3-year3.82%27.50%
5-year14.54%28.80%
10-year17.28%18.74%
Last bull market36.69%24.03%
Last bear market-25.82%-20.41%

Annual total return (%) history

Year
RAGTXCategory
2024
N/AN/A
2023
65.13%N/A
2022
-42.85%N/A
2021
12.95%N/A
2020
68.98%55.91%
2019
28.86%37.49%
2018
5.25%-3.21%
2017
46.70%35.35%
2016
4.37%10.84%
2015
5.31%5.21%
2014
12.39%12.55%
2013
43.55%35.45%
2012
11.99%13.08%
2011
-10.43%-7.62%
2010
28.34%20.00%
2009
57.30%61.99%
2008
-47.91%-45.33%
2007
28.72%16.12%
2006
4.59%7.08%
2005
8.43%5.76%
2004
17.49%4.24%
2003
68.54%55.77%
2002
N/A-42.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.29%N/AN/AN/A
202324.99%18.77%-3.82%15.66%
2022-13.44%-25.82%-4.10%-7.18%
2021-2.24%9.19%-0.10%5.91%
2020-8.13%35.36%14.31%18.87%
201920.38%3.73%-7.01%10.98%
20189.47%6.80%10.91%-18.83%
201714.80%7.57%10.26%7.74%
2016-3.19%-0.41%11.43%-2.84%
20152.18%2.68%-8.60%9.81%
20141.62%5.17%2.00%3.10%
20135.31%7.83%17.10%7.96%
201217.17%-7.98%6.99%-2.91%
201110.15%-2.19%-18.37%1.85%
20101.38%-6.08%21.07%11.33%
2009-0.13%23.77%14.51%11.13%
2008-18.63%2.28%-17.59%-24.06%
2007-0.79%11.99%12.21%3.24%
20066.98%-13.22%2.96%9.42%
2005-9.71%3.57%11.01%4.45%
20043.01%3.24%-9.04%21.46%
2003-1.54%37.05%15.23%8.40%
2002-24.85%-22.02%12.66%N/A

Rank in category (by total return)

YTD18
1-month26
3-month26
1-year16
3-year39
5-year38

Load adjusted returns

1-year38.43%
3-year1.88%
5-year13.25%
10-year16.61%