Nasdaq - Delayed Quote USD

Virtus Silvant Focused Growth P (AOGPX)

44.29 +0.79 (+1.82%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.25%
5y Average Return 17.63%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 53.89%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 53.89%
Worst 3Y Total Return 6.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AOGPX
Category
YTD
14.97%
12.38%
1-Month
2.76%
5.09%
3-Month
14.97%
10.28%
1-Year
49.88%
41.70%
3-Year
11.82%
22.56%
5-Year
19.47%
21.98%
10-Year
15.65%
15.99%
Last Bull Market
40.68%
25.99%
Last Bear Market
-23.10%
-17.29%

Annual Total Return (%) History

Year
AOGPX
Category
2024
--
--
2023
53.89%
--
2022
-34.37%
--
2021
22.03%
--
2020
48.87%
35.86%
2019
34.12%
31.90%
2018
-5.44%
-2.09%
2017
31.72%
27.67%

2016
1.76%
3.23%
2015
10.34%
3.60%
2014
9.46%
10.00%
2013
39.15%
33.92%
2012
17.35%
15.34%
2011
-0.08%
-2.46%
2010
13.43%
15.53%
2009
33.66%
35.68%
2008
--
-40.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.97% -- -- --
2023 18.05% 17.71% -4.17% 15.57%
2022 -10.61% -23.10% -4.92% 0.43%
2021 1.36% 11.30% 0.97% 7.14%
2020 -13.25% 30.96% 17.60% 11.44%
2019 16.27% 4.81% -1.53% 11.77%
2018 2.07% 5.49% 8.51% -19.07%
2017 8.73% 5.33% 6.58% 7.91%
2016 -2.43% 1.63% 5.08% -2.34%
2015 5.51% 1.86% -4.80% 7.85%

2014 1.20% 3.90% 0.41% 3.67%
2013 9.27% 2.01% 11.12% 12.34%
2012 16.72% -4.86% 7.60% -1.80%
2011 7.56% -0.31% -14.53% 9.02%
2010 5.76% -12.92% 10.29% 11.67%
2009 -2.86% 15.04% 11.71% 7.06%
2008 -20.38% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 24
3-Month 17
1-Year 2
3-Year 17
5-Year 5

Load Adjusted Returns

1-Year 49.88%
3-Year 11.82%
5-Year 19.47%
10-Year 15.65%

Performance & Risk

YTD Return 11.25%
5y Average Return 17.63%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Virtus
Net Assets 1.25B
YTD Return 14.97%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 1999

Fund Summary

The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least $1 billion. It may also invest up to 20% of its assets in non-U.S. securities (but no more than 10% in any one non-U.S. country or 10% in emerging market securities). The fund is non-diversified.

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