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Virtus Opportunities Trust - Virtus FORT Trend Fund (VAPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.170.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.23%
5-year average return-2.94%
Number of years up6
Number of years down6
Best 1-yr total return (10 Jul 2023)29.58%
Worst 1-yr total return (10 Jul 2023)N/A
Best 3-yr total return29.58%
Worst 3-yr total return-5.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVAPIXCategory
YTD-3.23%6.19%
1-month0.38%-1.44%
3-month1.54%2.66%
1-year-2.80%11.75%
3-year-0.05%3.74%
5-year-2.94%0.99%
10-year0.96%0.36%
Last bull market3.20%-2.26%
Last bear market-9.71%-6.61%

Annual total return (%) history

Year
VAPIXCategory
2023
N/AN/A
2022
-10.81%N/A
2021
2.35%N/A
2020
-7.79%2.83%
2019
16.58%4.67%
2018
-6.47%-5.78%
2017
20.86%3.05%
2016
-0.73%-2.75%
2015
-8.51%-0.94%
2014
2.03%9.07%
2013
29.58%-0.95%
2012
10.31%-7.39%
2011
-0.02%-6.92%
2010
N/A3.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-4.19%0.84%N/AN/A
2022-1.44%-9.71%5.23%-4.76%
2021-0.60%0.54%-0.87%3.32%
2020-22.88%4.81%13.16%0.81%
20195.41%4.86%0.26%5.20%
2018-0.07%1.69%5.97%-13.15%
20175.46%3.32%2.54%8.17%
2016-4.13%1.94%1.90%-0.32%
2015-3.77%-1.62%-4.69%1.39%
20141.51%5.28%-1.47%-3.10%
201310.82%1.56%4.86%9.80%
20127.84%-1.21%4.67%-1.07%
20115.48%0.53%-9.37%4.02%
201010.06%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month45
3-month90
1-year64
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-8.49%
3-year-1.67%
5-year-3.78%
10-year0.78%