Nasdaq - Delayed Quote USD

Virtus SGA International Growth I (STITX)

9.08 +0.04 (+0.44%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.06%
5y Average Return 5.50%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 44.93%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 44.93%
Worst 3Y Total Return -1.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STITX
Category
YTD
-1.33%
7.01%
1-Month
-1.03%
0.44%
3-Month
-1.33%
6.77%
1-Year
7.23%
34.50%
3-Year
0.67%
13.81%
5-Year
7.59%
13.83%
10-Year
6.36%
8.22%
Last Bull Market
31.17%
17.48%
Last Bear Market
-13.89%
-22.43%

Annual Total Return (%) History

Year
STITX
Category
2024
--
--
2023
17.25%
--
2022
-18.19%
--
2021
8.59%
--
2020
23.17%
25.48%
2019
28.61%
27.83%
2018
-7.69%
-14.08%
2017
31.58%
30.87%

2016
0.02%
-2.14%
2015
3.03%
0.95%
2014
-7.73%
-3.92%
2013
20.91%
18.58%
2012
21.44%
17.70%
2011
-12.55%
-12.30%
2010
8.30%
14.78%
2009
44.93%
38.02%
2008
-49.27%
-46.56%
2007
10.65%
16.26%
2006
24.62%
23.95%
2005
13.11%
15.23%
2004
19.02%
16.23%
2003
36.86%
33.83%
2002
-17.02%
-19.15%
2001
-17.71%
-24.05%
2000
-3.46%
-21.04%
1999
9.47%
49.56%
1998
11.22%
14.17%
1997
13.35%
6.65%
1996
22.08%
12.41%
1995
--
8.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.33% -- -- --
2023 7.89% 5.45% -7.79% 11.76%
2022 -9.54% -13.89% -6.41% 12.21%
2021 0.75% 7.18% -0.18% 0.74%
2020 -16.51% 20.17% 8.35% 13.31%
2019 12.94% 9.31% -2.53% 6.88%
2018 1.49% 0.84% 3.16% -12.57%
2017 10.87% 8.14% 4.30% 5.22%
2016 0.22% 2.58% 4.40% -6.81%
2015 4.92% 1.63% -8.42% 5.51%

2014 1.47% 1.45% -7.28% -3.32%
2013 2.65% -0.82% 11.13% 6.87%
2012 12.93% -8.75% 8.27% 8.85%
2011 4.22% 2.50% -22.84% 6.10%
2010 1.42% -15.51% 18.58% 6.59%
2009 -12.84% 30.56% 23.77% 2.90%
2008 -10.35% -2.18% -21.90% -25.93%
2007 3.51% 7.07% 2.72% -2.80%
2006 9.12% 0.97% 3.28% 9.51%
2005 -0.84% -1.53% 11.13% 4.24%
2004 3.97% -0.76% 0.77% 14.47%
2003 -7.77% 18.75% 6.24% 17.63%
2002 1.10% -2.51% -19.71% 4.86%
2001 -11.72% 1.13% -11.29% 3.90%
2000 -1.36% 5.34% -8.12% 1.12%
1999 0.15% 2.75% 0.37% 5.99%
1998 15.17% 1.10% -18.28% 16.88%
1997 4.07% 12.19% 5.29% -7.79%
1996 4.72% 5.51% 1.22% 9.16%
1995 11.75% 11.52% 4.21% --

Rank in Category (By Total Return)

YTD 99
1-Month 100
3-Month 99
1-Year 85
3-Year 49
5-Year 46

Load Adjusted Returns

1-Year 7.23%
3-Year 0.67%
5-Year 7.59%
10-Year 6.36%

Performance & Risk

YTD Return -7.06%
5y Average Return 5.50%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family Virtus
Net Assets 657.26M
YTD Return -1.33%
Yield 0.20%
Morningstar Rating
Inception Date Jan 31, 1995

Fund Summary

The fund invests at least 80% of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. From time to time, the fund may have a significant portion of its assets invested in the securities of companies in only a few countries or regions. Although it seeks investments across a number of sectors, from time to time, the fund may have significant positions in particular sectors.

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