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Virtus SGA Global Growth C Class (SGACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.21+0.62 (+3.16%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.18%
5-Year Average Return10.35%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)31.68%
Worst 1 Yr Total Return (Feb 3, 2019)-3.75%
Best 3-Yr Total Return31.68%
Worst 3-Yr Total Return3.44%

Trailing Returns (%) Vs. Benchmarks

ReturnSGACXCategory
YTD-10.55%9.95%
1-Month-0.38%2.98%
3-Month-10.12%8.22%
1-Year-5.97%40.81%
3-Year13.06%19.17%
5-Year14.77%18.49%
10-Year0.00%11.83%
Last Bull Market24.91%21.12%
Last Bear Market-14.56%-20.34%

Annual Total Return (%) History

Year
SGACXCategory
2021
N/AN/A
2020
29.68%32.67%
2019
31.15%30.40%
2018
-3.75%-7.79%
2017
31.68%30.22%
2016
3.30%2.42%
2015
6.91%1.26%
2014
0.21%2.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.56%6.57%-1.17%N/A
2020-14.47%25.10%9.29%10.90%
201917.01%5.81%-1.29%7.31%
20182.47%2.74%3.36%-11.56%
20179.21%8.14%2.78%8.48%
2016-0.38%4.77%6.85%-7.37%
20153.82%0.82%-5.93%8.58%
2014-2.01%1.71%-1.43%2.01%

Rank In Category (By Total Return)

YTD90
1-Month89
3-Month92
1-Year91
3-Year73
5-Year61

Load Adjusted Returns

1-Year5.50%
3-Year18.21%
5-Year17.24%
10-Year12.79%
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