Nasdaq - Delayed Quote USD

Virtus Opportunities Trust - Virtus Vontobel Greater European Opportunities Fund (VGEIX)

11.04 0.00 (0.00%)
At close: April 24 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.28%
5y Average Return 7.26%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Dec 27, 2023) 25.98%
Worst 1Y Total Return (Dec 27, 2023) --
Best 3Y Total Return 25.98%
Worst 3Y Total Return -1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VGEIX
Category
YTD
9.07%
12.84%
1-Month
9.07%
-1.13%
3-Month
-1.80%
7.61%
1-Year
4.99%
37.22%
3-Year
0.04%
9.43%
5-Year
5.49%
10.86%
10-Year
3.60%
6.49%
Last Bull Market
33.65%
18.36%
Last Bear Market
-15.84%
-24.49%

Annual Total Return (%) History

Year
VGEIX
Category
2023
--
--
2022
-23.90%
--
2021
15.53%
--
2020
15.02%
7.98%
2019
25.23%
24.68%
2018
-16.29%
-15.13%
2017
25.75%
23.70%
2016
-6.10%
-1.66%

2015
7.03%
1.70%
2014
-4.05%
-7.30%
2013
12.34%
26.52%
2012
25.98%
20.94%
2011
1.18%
-15.15%
2010
7.43%
10.51%
2009
--
47.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 11.47% 3.22% -9.27% --
2022 -12.82% -15.84% -8.07% 12.82%
2021 -0.17% 9.34% 0.54% 5.27%
2020 -18.56% 17.35% 8.50% 10.92%
2019 10.32% 6.48% 0.43% 6.14%
2018 -3.88% 0.13% 0.26% -13.24%
2017 10.81% 7.96% 1.61% 3.45%
2016 1.39% -1.88% 1.34% -6.86%
2015 3.02% 1.50% -1.93% 4.36%
2014 2.77% 1.35% -6.90% -1.06%

2013 6.47% -4.01% 7.28% 2.46%
2012 11.70% -1.57% 8.13% 5.97%
2011 2.80% 6.23% -13.26% 6.82%
2010 2.13% -8.13% 10.48% 3.63%
2009 12.97% 5.62% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 71
3-Month 94
1-Year 99
3-Year 87
5-Year 73

Load Adjusted Returns

1-Year 4.99%
3-Year 0.04%
5-Year 5.49%
10-Year 3.60%

Performance & Risk

YTD Return 10.28%
5y Average Return 7.26%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Europe Stock
Fund Family Virtus
Net Assets 5.83M
YTD Return 9.07%
Yield 0.00%
Morningstar Rating
Inception Date Apr 21, 2009

Fund Summary

The fund invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in Europe, including issuers in emerging markets countries. Equity-linked securities are hybrid debt securities whose return is connected to an underlying equity, usually a stock. The subadviser intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. In determining the "location" of an issuer, the subadviser primarily relies on the country where the issuer is incorporated.

Related Tickers