U.S. Markets closed

Virtus Newfleet High Yield A (PHCHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
4.240.00 (0.00%)
At close: 8:00PM EDT
People also watch
PHBLXPSTAXPHSKXKHYAXPHIGX

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.75%
5-Year Average Return5.55%
Number of Years Up27
Number of Years Down9
Best 1 Yr Total Return (Aug 30, 2017)31.15%
Worst 1 Yr Total Return (Aug 30, 2017)-23.91%
Best 3-Yr Total Return31.15%
Worst 3-Yr Total Return-5.60%

Trailing Returns (%) Vs. Benchmarks

ReturnPHCHXCategory
YTD4.75%5.18%
1-Month-0.21%-0.04%
3-Month0.23%1.10%
1-Year6.74%7.61%
3-Year3.53%3.21%
5-Year5.55%5.29%
10-Year5.44%6.39%
Last Bull Market12.85%11.97%
Last Bear Market-6.81%-7.33%

Annual Total Return (%) History

Year
PHCHXCategory
2017
N/AN/A
2016
13.00%13.30%
2015
-2.74%-4.01%
2014
2.14%1.11%
2013
6.19%6.90%
2012
16.19%14.67%
2011
3.12%2.83%
2010
12.58%14.24%
2009
31.15%46.70%
2008
-23.91%-26.41%
2007
2.24%1.47%
2006
8.11%10.14%
2005
1.75%2.59%
2004
7.96%9.99%
2003
18.65%24.36%
2002
-2.99%-1.52%
2001
-6.61%2.39%
2000
-9.82%-7.12%
1999
11.73%5.05%
1998
-6.72%-0.13%
1997
13.61%13.27%
1996
17.23%13.49%
1995
17.72%17.30%
1994
-7.97%-3.04%
1993
21.48%18.60%
1992
16.96%17.13%
1991
24.67%37.19%
1990
-1.08%-10.34%
1989
-0.95%-0.44%
1988
13.60%12.57%
1987
1.65%1.99%
1986
15.91%13.55%
1985
21.06%21.87%
1984
7.85%8.69%
1983
13.38%16.06%
1982
29.05%31.32%
1981
8.02%6.01%
1980
N/A3.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.69%1.28%N/AN/A
20162.08%4.38%4.75%1.24%
20151.92%0.61%-4.25%-0.95%
20143.22%2.91%-2.27%-1.61%
20132.77%-2.09%1.89%3.57%
20125.81%1.27%4.90%3.37%
20113.04%0.28%-5.88%6.04%
20103.25%0.52%6.37%1.98%
20093.71%11.27%8.70%4.57%
2008-3.81%1.85%-8.98%-14.67%
20072.75%0.16%0.78%-1.43%
20062.00%-0.45%2.65%3.72%
2005-2.00%2.25%0.92%0.62%
20040.91%-1.62%4.44%4.13%
20034.48%7.03%1.24%4.80%
20020.32%-4.26%-3.91%5.11%
20012.06%-5.24%-7.50%4.40%
20000.08%-3.16%-1.70%-5.34%
19994.35%0.29%-0.00%6.77%
19984.70%-0.95%-13.86%4.43%
19970.59%7.16%5.05%0.34%
19962.85%2.25%6.05%5.12%
19950.22%10.35%2.56%3.79%
1994-2.51%-2.80%1.03%-3.87%
19936.95%4.47%2.89%5.68%
19926.62%3.75%4.86%0.82%
19917.70%3.99%5.92%5.09%
1990-3.43%3.34%-4.03%3.29%
19891.46%2.40%-1.79%-2.92%
19884.59%3.20%2.32%2.85%
19876.48%-2.61%-1.64%-0.35%
19867.70%3.69%0.53%3.24%
19854.85%7.07%2.46%5.25%
19840.72%-2.38%5.15%4.33%
19838.78%0.45%2.57%1.15%
19820.80%2.65%13.90%9.51%
19811.70%1.21%-5.14%10.63%
19801.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD68
1-Month75
3-Month98
1-Year69
3-Year48
5-Year43

Load Adjusted Returns

1-Year2.74%
3-Year2.22%
5-Year4.75%
10-Year5.04%