Three Year Return breakdown for VirtusTree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Virtus Three Year Return Assessment
Based on latest financial disclosure Virtus Tactical Allocation A has Three Year Return of 11.98%. This is 4.9% higher than that of Virtus family, and 34.21% higher than that of Moderate Allocation category, The Three Year Return for all funds is 141.05% lower than the firm.
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Three Year Return ComparisonVirtus is currently under evaluation in three year return among similar funds.
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