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Virtus SGA Global Growth I (SGAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.88-0.01 (-0.04%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.25%
5-year average return9.20%
Number of years up8
Number of years down2
Best 1-yr total return (14 May 2024)32.75%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return32.75%
Worst 3-yr total return0.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGAPXCategory
YTD-0.45%9.95%
1-month-5.24%2.98%
3-month-1.93%8.22%
1-year15.15%40.81%
3-year-2.02%19.17%
5-year7.63%18.49%
10-year10.29%11.83%
Last bull market19.64%21.12%
Last bear market-19.33%-20.34%

Annual total return (%) history

Year
SGAPXCategory
2024
N/AN/A
2023
26.92%N/A
2022
-25.90%N/A
2021
8.02%N/A
2020
30.93%32.67%
2019
32.44%30.40%
2018
-3.13%-7.79%
2017
32.75%30.22%
2016
4.07%2.42%
2015
7.76%1.26%
2014
1.02%2.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%N/AN/AN/A
20238.91%7.17%-2.13%11.11%
2022-9.65%-19.33%-6.55%8.80%
20211.81%6.85%-0.93%0.22%
2020-14.32%25.43%9.62%11.14%
201917.32%5.99%-1.04%7.62%
20182.66%2.85%3.59%-11.43%
20179.42%8.35%2.99%8.72%
2016-0.20%4.97%7.04%-7.19%
20154.02%1.04%-5.76%8.80%
2014-1.82%1.92%-1.24%2.21%

Rank in category (by total return)

YTD88
1-month80
3-month98
1-year65
3-year77
5-year80

Load adjusted returns

1-year15.15%
3-year-2.02%
5-year7.63%
10-year10.29%