Nasdaq - Delayed Quote USD

Virtus Zevenbergen Innovative Growth Stock Fund (SCATX)

42.94 -1.55 (-3.48%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.14%
5y Average Return 10.73%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 119.67%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 119.67%
Worst 3Y Total Return -12.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCATX
Category
YTD
12.20%
12.38%
1-Month
0.27%
5.09%
3-Month
12.20%
10.28%
1-Year
40.80%
41.70%
3-Year
-6.74%
22.56%
5-Year
12.44%
21.98%
10-Year
13.62%
15.99%
Last Bull Market
26.44%
25.99%
Last Bear Market
-42.22%
-17.29%

Annual Total Return (%) History

Year
SCATX
Category
2024
--
--
2023
65.58%
--
2022
-55.31%
--
2021
-9.93%
--
2020
119.67%
35.86%
2019
37.02%
31.90%
2018
11.07%
-2.09%
2017
34.29%
27.67%

2016
-2.12%
3.23%
2015
7.02%
3.60%
2014
2.22%
10.00%
2013
59.73%
33.92%
2012
7.85%
15.34%
2011
-10.41%
-2.46%
2010
21.71%
15.53%
2009
56.24%
35.68%
2008
-43.53%
-40.67%
2007
23.12%
13.35%
2006
5.32%
7.05%
2005
7.11%
6.71%
2004
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.20% -- -- --
2023 31.94% 14.86% -5.65% 15.80%
2022 -19.12% -42.22% 9.67% -12.81%
2021 -7.81% 8.28% -4.46% -5.55%
2020 -2.37% 52.48% 20.50% 22.47%
2019 25.24% 9.16% -13.57% 15.97%
2018 8.96% 14.19% 15.18% -22.49%
2017 12.53% 10.93% 3.56% 3.88%
2016 -8.70% -1.36% 12.04% -3.00%
2015 2.58% 6.98% -8.22% 6.26%

2014 0.24% 5.19% -0.18% -2.87%
2013 11.42% 10.64% 22.19% 6.04%
2012 17.99% -10.92% 3.31% -0.68%
2011 9.15% -2.19% -21.80% 7.31%
2010 3.79% -11.20% 17.78% 12.12%
2009 -2.52% 23.29% 19.62% 8.68%
2008 -16.75% 4.90% -10.22% -27.98%
2007 4.72% 8.54% 7.07% 1.16%
2006 6.81% -6.70% 0.79% 4.87%
2005 -7.57% 3.04% 5.50% 6.60%
2004 3.04% -7.07% 13.11% --

Rank in Category (By Total Return)

YTD 50
1-Month 98
3-Month 50
1-Year 31
3-Year 98
5-Year 82

Load Adjusted Returns

1-Year 40.80%
3-Year -6.74%
5-Year 12.44%
10-Year 13.62%

Performance & Risk

YTD Return 4.14%
5y Average Return 10.73%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.47
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Virtus
Net Assets 584.66M
YTD Return 12.20%
Yield 0.00%
Morningstar Rating
Inception Date Feb 23, 2004

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.

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