Nasdaq - Delayed Quote USD
Virtus Opportunities Trust - Virtus FORT Trend Fund (VRPAX)
13.30
0.00
(0.00%)
As of July 24 at 8:00:58 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.13% |
| 5y Average Return | -3.03% |
| Number of Years Up | 3 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Jul 10, 2023) | 21.04% |
| Worst 1Y Total Return (Jul 10, 2023) | -- |
| Best 3Y Total Return | 21.04% |
| Worst 3Y Total Return | -5.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VRPAX
Category
- YTD
- -3.13%
- 6.19%
- 1-Month
- 0.38%
- -1.44%
- 3-Month
- 2.62%
- 2.66%
- 1-Year
- -2.99%
- 11.75%
- 3-Year
- 0.03%
- 3.74%
- 5-Year
- -3.03%
- 0.99%
- 10-Year
- 0.00%
- 0.36%
- Last Bull Market
- 3.25%
- -2.26%
- Last Bear Market
- -9.69%
- -6.61%
Annual Total Return (%) History
Year
VRPAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | -4.08% | 0.84% | -- | -- |
| 2022 | -1.43% | -9.69% | 5.26% | -4.79% |
| 2021 | -0.53% | 0.54% | -0.87% | 3.36% |
| 2020 | -22.91% | 4.86% | 13.22% | 0.81% |
| 2019 | 5.52% | 4.89% | 0.26% | 5.24% |
| 2018 | -0.07% | 1.75% | 5.94% | -13.15% |
| 2017 | 5.52% | 3.31% | 2.61% | 8.21% |
| 2016 | -4.12% | 2.02% | 1.90% | -0.24% |
| 2015 | -3.85% | -1.54% | -4.69% | 1.48% |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 48 |
| 3-Month | 91 |
| 1-Year | 61 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -3.07% |
| 3-Year | 0.30% |
| 5-Year | -2.60% |
| 10-Year | 1.45% |
Performance & Risk
| YTD Return | -3.13% |
| 5y Average Return | -3.03% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Systematic Trend |
| Fund Family | Virtus |
| Net Assets | 93.07M |
| YTD Return | -3.13% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 01, 2010 |
Fund Summary
The manager employs a systematic, technical trend-following futures investment strategy that attempts to capture large directional moves in futures contracts to produce risk-adjusted returns with a low correlation to broad-based equity market indexes such as the S&P 500® Index or the MSCI World Index. In pursuing its investment strategy, the fund may invest without restriction as to country, currency, or underlying asset type. Its investments may be publicly traded or privately issued or negotiated.
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