Nasdaq - Delayed Quote USD

Virtus Opportunities Trust- Virtus Stone Harbor High Yield Bond Fund (SHHYX)

6.83 +0.03 (+0.44%)
At close: December 21 at 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 11.48%
5y Average Return 3.91%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Dec 13, 2023) 38.46%
Worst 1Y Total Return (Dec 13, 2023) --
Best 3Y Total Return 38.46%
Worst 3Y Total Return -0.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SHHYX
Category
YTD
10.01%
3.62%
1-Month
4.98%
1.08%
3-Month
1.40%
2.50%
1-Year
8.61%
14.69%
3-Year
0.99%
6.16%
5-Year
3.66%
6.21%
10-Year
3.17%
5.48%
Last Bull Market
10.02%
11.96%
Last Bear Market
-11.72%
-7.27%

Annual Total Return (%) History

Year
SHHYX
Category
2023
--
--
2022
-12.06%
--
2021
4.38%
--
2020
7.23%
4.91%
2019
13.34%
12.62%
2018
-2.72%
-2.59%
2017
5.23%
6.47%
2016
12.56%
13.30%

2015
-4.46%
-4.01%
2014
0.64%
1.11%
2013
7.67%
6.90%
2012
15.71%
14.67%
2011
3.40%
2.83%
2010
12.51%
14.24%
2009
38.46%
46.70%
2008
-20.06%
-26.41%
2007
--
1.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.70% 1.19% 0.91% --
2022 -4.67% -11.72% -0.03% 4.53%
2021 0.24% 2.60% 0.86% 0.62%
2020 -11.58% 8.58% 4.78% 6.59%
2019 7.38% 2.92% 0.64% 1.90%
2018 -1.24% 1.01% 2.54% -4.90%
2017 2.08% 1.33% 1.84% -0.10%
2016 2.53% 3.47% 4.53% 1.50%
2015 2.45% -0.60% -5.56% -0.65%
2014 3.19% 2.41% -2.92% -1.90%

2013 3.12% -1.37% 2.22% 3.57%
2012 5.12% 1.75% 4.52% 3.50%
2011 4.11% 0.58% -6.92% 6.08%
2010 2.76% 0.23% 6.07% 2.98%
2009 6.46% 12.07% 10.38% 5.13%
2008 -2.66% 1.82% -6.38% -13.85%
2007 -1.17% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 10
3-Month 77
1-Year 28
3-Year 58
5-Year 45

Load Adjusted Returns

1-Year 8.61%
3-Year 0.99%
5-Year 3.66%
10-Year 3.17%

Performance & Risk

YTD Return 11.48%
5y Average Return 3.91%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Virtus
Net Assets 22.98M
YTD Return 10.01%
Yield 11.17%
Morningstar Rating
Inception Date Aug 16, 2007

Fund Summary

The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in High Yield Debt Securities. "High Yield Debt Securities" include fixed income securities and derivative instruments rated below investment grade. The Adviser normally maintains an average portfolio duration of between 3 and 7 years. It may invest in securities of any duration and maturity.

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