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Virtus NFJ Mid-Cap Value C (PQNCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.88+0.15 (+0.85%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.90%
5-Year Average Return7.71%
Number of Years Up26
Number of Years Down9
Best 1 Yr Total Return (Mar 26, 2024)32.63%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return32.63%
Worst 3-Yr Total Return2.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPQNCXCategory
YTD-2.41%21.28%
1-Month2.17%-1.96%
3-Month7.23%4.90%
1-Year3.83%55.83%
3-Year6.61%11.08%
5-Year6.36%11.93%
10-Year6.85%10.64%
Last Bull Market36.10%25.54%
Last Bear Market-11.25%-22.08%

Annual Total Return (%) History

Year
PQNCXCategory
2023
15.37%N/A
2022
-13.68%N/A
2021
24.99%N/A
2020
0.19%2.63%
2019
28.00%25.18%
2018
-16.89%-12.86%
2017
25.65%13.22%
2016
15.97%18.06%
2015
-4.18%-5.41%
2014
7.62%9.31%
2013
31.00%35.14%
2012
14.46%16.60%
2011
-1.99%-3.96%
2010
19.52%21.92%
2009
32.63%35.41%
2008
-40.49%-36.77%
2007
4.76%0.83%
2006
11.17%15.87%
2005
-4.35%8.82%
2004
14.63%17.85%
2003
57.35%33.85%
2002
-26.66%-13.25%
2001
18.51%6.67%
2000
36.66%18.45%
1999
9.02%8.50%
1998
10.72%1.94%
1997
34.90%25.58%
1996
24.40%21.11%
1995
27.61%28.05%
1994
-5.05%-1.02%
1993
21.23%15.40%
1992
7.78%14.26%
1991
33.24%27.57%
1990
-15.46%-7.42%
1989
11.16%20.65%
1988
N/A18.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.64%4.20%-4.97%11.35%
2022-3.79%-11.25%-9.06%11.16%
20218.50%6.31%-2.72%11.39%
2020-28.24%16.26%5.45%13.89%
201913.50%4.12%1.87%6.32%
2018-2.72%-1.68%4.02%-16.47%
20175.94%8.93%3.97%4.72%
20161.67%1.64%4.06%7.85%
20151.53%-0.32%-8.20%3.14%
20142.22%4.59%-1.66%2.37%
201310.05%1.23%6.53%10.39%
201210.38%-5.33%7.01%2.36%
20117.84%-0.46%-17.38%10.50%
20105.53%-8.02%12.00%9.94%
2009-10.34%18.65%16.44%7.07%
2008-11.49%0.37%-13.59%-22.48%
20072.15%5.47%1.10%-3.82%
20065.97%-5.34%2.80%7.81%
2005-7.39%-1.78%1.19%3.91%
20043.87%2.84%-5.21%13.23%
2003-11.15%32.52%11.99%19.33%
20027.14%-13.66%-31.93%16.47%
2001-1.40%6.21%-6.44%20.95%
20000.72%3.49%12.92%16.11%
19995.44%5.04%-10.16%9.56%
199811.62%0.69%-16.77%18.37%
19970.31%16.28%13.73%1.69%
19965.45%4.12%4.17%8.76%
19955.09%4.47%9.40%6.25%
1994-3.98%-3.57%6.97%-4.13%
19934.35%3.40%10.50%1.68%
19921.58%-0.15%1.86%4.32%
199111.78%2.43%9.45%6.33%
1990-2.61%2.35%-15.96%0.91%
19893.24%6.15%3.66%-2.15%
1988-0.39%3.75%N/AN/A

Rank In Category (By Total Return)

YTD97
1-Month82
3-Month87
1-Year85
3-Year77
5-Year92

Load Adjusted Returns

1-Year2.89%
3-Year6.61%
5-Year6.36%
10-Year6.85%