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Virtus Zevenbergen Innovative Gr Stk A (SAGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.76+0.91 (+2.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.76%
5-year average return9.81%
Number of years up14
Number of years down5
Best 1-yr total return (1 May 2024)119.10%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return119.10%
Worst 3-yr total return-12.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAGAXCategory
YTD12.13%12.38%
1-month0.25%5.09%
3-month12.13%10.28%
1-year40.46%41.70%
3-year-6.97%22.56%
5-year12.16%21.98%
10-year13.37%15.99%
Last bull market26.19%25.99%
Last bear market-42.27%-17.29%

Annual total return (%) history

Year
SAGAXCategory
2024
N/AN/A
2023
65.15%N/A
2022
-55.42%N/A
2021
-10.14%N/A
2020
119.10%35.86%
2019
36.73%31.90%
2018
10.80%-2.09%
2017
33.97%27.67%
2016
-2.30%3.23%
2015
6.87%3.60%
2014
2.10%10.00%
2013
59.50%33.92%
2012
7.43%15.34%
2011
-10.70%-2.46%
2010
21.46%15.53%
2009
55.70%35.68%
2008
-43.70%-40.67%
2007
22.73%13.35%
2006
5.09%7.05%
2005
6.85%6.71%
2004
N/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.13%N/AN/AN/A
202331.84%14.81%-5.73%15.74%
2022-19.17%-42.27%9.65%-12.87%
2021-7.87%8.23%-4.53%-5.61%
2020-2.46%52.41%20.43%22.38%
201925.20%9.09%-13.60%15.87%
20188.87%14.14%15.14%-22.56%
201712.42%10.88%3.50%3.84%
2016-8.79%-1.36%11.98%-3.02%
20152.57%6.94%-8.29%6.24%
20140.24%5.16%-0.19%-2.97%
201311.46%10.49%22.15%6.03%
201217.82%-10.94%3.18%-0.77%
20119.00%-2.24%-21.86%7.24%
20103.78%-11.33%17.78%12.06%
2009-2.56%23.13%19.64%8.47%
2008-16.81%4.88%-10.35%-28.03%
20074.68%8.46%6.92%1.10%
20066.76%-6.83%0.88%4.72%
2005-7.69%3.15%5.32%6.55%
20042.94%-7.19%13.04%N/A

Rank in category (by total return)

YTD51
1-month98
3-month51
1-year35
3-year98
5-year85

Load adjusted returns

1-year32.73%
3-year-8.71%
5-year10.90%
10-year12.73%