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Virtus Seix Tax-Exempt Bond A (HXBZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.220.00 (0.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.83%
5-Year Average Return0.90%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Apr 9, 2024)17.96%
Worst 1 Yr Total Return (Apr 9, 2024)N/A
Best 3-Yr Total Return17.96%
Worst 3-Yr Total Return-1.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHXBZXCategory
YTD-0.03%1.33%
1-Month0.03%0.30%
3-Month-0.03%1.53%
1-Year2.38%4.61%
3-Year-0.81%4.51%
5-Year1.04%2.72%
10-Year1.97%3.64%
Last Bull Market3.04%5.19%
Last Bear Market-2.66%5.33%

Annual Total Return (%) History

Year
HXBZXCategory
2024
N/AN/A
2023
4.70%N/A
2022
-7.99%N/A
2021
1.02%N/A
2020
4.23%4.51%
2019
6.54%6.91%
2018
0.55%0.78%
2017
4.42%4.61%
2016
-0.41%-0.20%
2015
2.39%2.50%
2014
7.94%6.77%
2013
-3.48%-2.27%
2012
7.45%5.62%
2011
10.98%9.00%
2010
2.23%2.22%
2009
17.96%11.41%
2008
-5.83%-2.32%
2007
3.09%2.75%
2006
4.57%3.67%
2005
2.50%1.80%
2004
3.20%2.83%
2003
5.55%4.10%
2002
11.14%8.57%
2001
N/A4.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.03%N/AN/AN/A
20232.24%-0.32%-2.77%5.67%
2022-5.63%-2.66%-2.84%3.08%
2021-0.30%1.30%-0.48%0.50%
2020-0.79%2.05%1.41%1.52%
20192.57%1.97%1.37%0.49%
2018-1.01%0.61%-0.42%1.39%
20171.39%1.67%0.81%0.48%
20161.43%1.79%-0.24%-3.31%
20150.80%-0.86%1.34%1.10%
20142.72%2.53%1.38%1.10%
2013-0.13%-3.60%0.07%0.18%
20122.47%1.70%2.47%0.62%
2011-0.11%3.92%4.63%2.19%
20101.68%1.87%4.13%-5.22%
20094.68%4.29%9.96%-1.73%
2008-1.22%1.14%-5.69%-0.05%
20070.58%-0.73%1.99%1.23%
2006-0.04%0.17%3.42%0.97%
2005-0.50%2.53%-0.29%0.77%
20041.51%-2.75%3.47%1.03%
20031.26%2.91%0.09%1.20%
20021.17%3.97%6.07%-0.39%
20011.04%3.20%-0.45%N/A

Rank In Category (By Total Return)

YTD63
1-Month59
3-Month63
1-Year83
3-Year81
5-Year78

Load Adjusted Returns

1-Year-0.43%
3-Year-1.73%
5-Year0.48%
10-Year1.68%