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Nasdaq - Delayed Quote USD

Virtus Convertible C (ANZCX)

33.77
-0.94
(-2.71%)
At close: April 4 at 8:00:05 PM EDT

Fund Summary

The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in convertible securities. Convertible securities include, but are not limited to, corporate bonds, debentures, notes or preferred stocks and their hybrids that can be converted into (exchanged for) equity securities or other securities (such as warrants or options) that provide an opportunity for equity participation.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 54.19%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return -5.62%
5y Average Return 11.63%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ANZCXCategory AverageANZCXCategory AverageANZCXCategory Average
Alpha -3.41 0.05 2.19 0.04 1.72 0.01
BETA 0.9 0.01 1.1 0.01 1.11 0.01
Mean Annual Return 0.1 0.02 1 0.01 0.72 0.01
R-squared 72.55 0.8 67.87 0.77 71.19 0.79
Standard Deviation 13.26 0.16 15.48 0.13 13.26 0.11
Sharpe Ratio -0.26 0.01 0.59 0.01 0.5 0.01
Treynor Ratio -4.79 0.14 7.78 0.12 5.48 0.08

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