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Nasdaq - Delayed Quote USD
Virtus SGA Global Growth Fund (SGAPX)
20.12
-1.19
(-5.58%)
At close: 8:02:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -7.75% |
| 5y Average Return | 10.54% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 3, 2025) | 32.75% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 32.75% |
| Worst 3Y Total Return | 0.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SGAPX
Category
- YTD
- -4.89%
- 9.95%
- 1-Month
- -5.91%
- 2.98%
- 3-Month
- -4.89%
- 8.22%
- 1-Year
- -0.03%
- 40.81%
- 3-Year
- 3.02%
- 19.17%
- 5-Year
- 10.27%
- 18.49%
- 10-Year
- 9.88%
- 11.83%
- Last Bull Market
- 13.84%
- 21.12%
- Last Bear Market
- -19.33%
- -20.34%
Annual Total Return (%) History
Year
SGAPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.89% | -- | -- | -- |
| 2024 | 5.06% | 0.90% | 5.45% | -1.20% |
| 2023 | 8.91% | 7.17% | -2.13% | 11.11% |
| 2022 | -9.65% | -19.33% | -6.55% | 8.80% |
| 2021 | 1.81% | 6.85% | -0.93% | 0.22% |
| 2020 | -14.32% | 25.43% | 9.62% | 11.14% |
| 2019 | 17.32% | 5.99% | -1.04% | 7.62% |
| 2018 | 2.66% | 2.85% | 3.59% | -11.43% |
| 2017 | 9.42% | 8.35% | 2.99% | 8.72% |
| 2016 | -0.20% | 4.97% | 7.04% | -7.19% |
| 2015 | 4.02% | 1.04% | -5.76% | 8.80% |
| 2014 | -1.82% | 1.92% | -1.24% | 2.21% |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 61 |
| 3-Month | 74 |
| 1-Year | 60 |
| 3-Year | 75 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | -0.03% |
| 3-Year | 3.02% |
| 5-Year | 10.27% |
| 10-Year | 9.88% |
Performance & Risk
| YTD Return | -7.75% |
| 5y Average Return | 10.54% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Virtus |
| Net Assets | 238.27M |
| YTD Return | -4.89% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 04, 2013 |
Fund Summary
The fund will invest in securities of issuers located throughout the world, including the United States ("U.S."). Under normal circumstances, it will invest primarily in equity securities, with at least 40% of the fund's net assets in issuers organized, headquartered or doing a substantial amount of business outside the U.S.
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