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Virtus Opportunities Trust - Virtus FORT Trend Fund (VRPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.300.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.13%
5-year average return-3.03%
Number of years up3
Number of years down5
Best 1-yr total return (9 Jul 2023)21.04%
Worst 1-yr total return (9 Jul 2023)N/A
Best 3-yr total return21.04%
Worst 3-yr total return-5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRPAXCategory
YTD-3.13%6.19%
1-month0.38%-1.44%
3-month2.62%2.66%
1-year-2.99%11.75%
3-year0.03%3.74%
5-year-3.03%0.99%
10-year0.00%0.36%
Last bull market3.25%-2.26%
Last bear market-9.69%-6.61%

Annual total return (%) history

Year
VRPAXCategory
2023
N/AN/A
2022
-10.79%N/A
2021
2.46%N/A
2020
-7.74%2.83%
2019
16.79%4.67%
2018
-6.44%-5.78%
2017
21.04%3.05%
2016
-0.57%-2.75%
2015
-8.43%-0.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-4.08%0.84%N/AN/A
2022-1.43%-9.69%5.26%-4.79%
2021-0.53%0.54%-0.87%3.36%
2020-22.91%4.86%13.22%0.81%
20195.52%4.89%0.26%5.24%
2018-0.07%1.75%5.94%-13.15%
20175.52%3.31%2.61%8.21%
2016-4.12%2.02%1.90%-0.24%
2015-3.85%-1.54%-4.69%1.48%

Rank in category (by total return)

YTD75
1-month48
3-month91
1-year61
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-3.07%
3-year0.30%
5-year-2.60%
10-year1.45%