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Three Year Return breakdown for Virtus Tree 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.
Virtus Three Year Return = (Mean of Monthly Returns - 1) X 100%
= 11.98 %
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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Japan Equity Asia-Pacific ex-Japan Equity Global Large-Cap Blend Equity Thailand Equity Bear Market Managed Futures Trading-Inverse Debt Sector Equity Alternative Energy UK Large-Cap Blend Equity Multicurrency China Equity Trading-Inverse Commodities US Equity - Currency Hedged US Large-Cap Growth Equity High Yield Bond - Other Hedged USD High Yield Bond Alt - Currency Global Equity - Currency Hedged Other Asia-Pacific Equity Global Large-Cap Growth Equity US Small-Cap Equity Property - Indirect North America Property - Indirect Other US Flex-Cap Equity Trading-Miscellaneous Property - Indirect Global GBP Corporate Bond Global Equity Balanced Natural Resources Equity Canadian Equity Balanced Global Equity Miscellaneous Sector Commodities - Broad Basket Asia Bond EUR Diversified Bond Europe Large-Cap Blend Equity Global Neutral Balanced Global Fixed Income Balanced Canadian Fixed Income Canadian Small/Mid Cap Equity Canadian Focused Equity US Equity Canadian Neutral Balanced Canadian Equity Canadian Fixed Income Balanced Global Small/Mid Cap Equity International Equity North American Equity Sector Equity Consumer Goods and Services Precious Metals Equity Canadian Synthetic Money Market Canadian Money Market Emerging Markets Equity Canadian Short Term Fixed Income Canadian Long Term Fixed Income Canadian Focused Small/Mid Cap Equity Sector Equity Private Equity GBP High Yield Bond UK Small-Cap Equity EUR Cautious Allocation - Global Global Bond - EUR Biased EUR Flexible Allocation - Global Europe Flex-Cap Equity Sector Equity Financial Services UK Large-Cap Growth Equity UK Flex-Cap Equity Europe ex-UK Large-Cap Equity Sector Equity Healthcare USD Aggressive Allocation Asia Allocation RMB Bond GBP Money Market Russia Equity Property - Indirect Europe Europe Large-Cap Growth Equity Property - Direct Other MXN Short-Term Debt MXN Cautious Allocation Mexico Equity MXN Long-Term Debt Government Debt - Short Term Money Market EUR MXN Medium-Term Debt Money Market USD Government Debt Money Market MXN MXN Moderate Allocation Prime Long-Term Debt Prime Short-Term Debt Short Bond USD EUR Moderate Allocation Flexible Debt High Grade Long-Term Debt High Grade Medium Term Debt High Grade Short-Term Debt Other Debt Lifecycle MXN Aggressive Allocation Prime Medium-Term Debt Emerging Market Equity Small/Mid-Cap Equity Guaranteed Funds Equities Bond EUR Guaranteed Funds Asia Equity Sector Equity Precious Metals Other Allocation EUR Aggressive Allocation - Global Other Europe Equity Liquid Intermediate Bond Intermediate Government Bond Long-Term Government Bond Large-Cap Small/Mid-Cap Arbitrage Fund Sector - FMCG ELSS (Tax Savings) Sector - Financial Services Sector - Technology Sector - Precious Metals Asia Pacific Equity European Equity US Money Market US Small/Mid Cap Equity Canadian Dividend and Income Equity Greater China Equity Retail Venture Capital Tactical Balanced 2025 Target Date Portfolio 2015 Target Date Portfolio 2020 Target Date Portfolio High Yield Fixed Income Global Fixed Income Miscellaneous - Sector Equity 2025+ Target Date Portfolio Canadian Inflation Protected Fixed Income Commodity Miscellaneous - Income and Real Property Miscellaneous - Other Real Estate Equity Health Care Equity Japanese Equity Other Bond Miscellaneous - Geographic Equity UK Equity Income Latin America Equity GBP Cautious Allocation Global Small-Cap Equity India Equity UK Mid-Cap Equity GBP Flexible Bond GBP Moderate Allocation GBP Aggressive Allocation Global Bond GBP Government Bond Alt - Multistrategy Property - Direct UK GBP Money Market - Short Term Capital Protected US Mid-Cap Equity Alt - Global Macro Sector Equity Agriculture GBP Diversified Bond Europe Small-Cap Equity Alt - Fund of Funds - Multistrategy Alt - Debt Arbitrage GBP Inflation-Linked Bond Global Emerging Markets Bond Alt - Long/Short Equity - Global Africa and Middle East Equity Sector Equity Energy Global Emerging Markets Bond - Local Currency UK Large-Cap Value Equity Japan Small/Mid-Cap Equity Europe High Yield Bond Alt - Long/Short Debt EUR Corporate Bond Europe ex-UK Small/Mid-Cap Equity USD Diversified Bond Alt - Long/Short Equity - Europe EUR Government Bond USD Money Market - Short Term USD Flexible Bond EUR Moderate Allocation - Global USD Moderate Allocation Brazil Equity Global Emerging Markets Bond - EUR Biased Global High Yield Bond - EUR Hedged Europe Large-Cap Value Equity Emerging Europe Equity Global Bond - EUR Hedged Global Bond - GBP Hedged Global Bond - GBP Biased Global Flex-Cap Equity Sector Equity Infrastructure EUR Flexible Allocation EUR Ultra Short-Term Bond EUR Cautious Allocation EUR Diversified Bond - Short Term Germany Large-Cap Equity EUR Bond - Long Term Eurozone Large-Cap Equity Europe Bond EUR Money Market EUR High Yield Bond Germany Small/Mid-Cap Equity EUR Aggressive Allocation Switzerland Large-Cap Equity Europe Mid-Cap Equity Sector Equity Communications Property - Direct Global Sector Equity Biotechnology Sector Equity Ecology EUR Corporate Bond - Short Term Sector Equity Industrial Materials Convertible Bond - Global Sector Equity Technology Target Date 2000-2014 Convertible Bond - Global, EUR Hedged Money Market - Other France Large-Cap Equity Nordic Equity Alt - Volatility Eurozone Flex-Cap Equity Eurozone Small-Cap Equity Property - Direct Europe EUR Flexible Bond Emerging Europe Bond EUR Money Market - Short Term Commodities - Precious Metals Convertible Bond - Europe Hong Kong Equity Alt - Event Driven Alt - Market Neutral - Equity Target Date 2015+ Property - Indirect Asia Commodities - Broad Agriculture Global High Yield Bond Spain Equity BRIC Equity USD Government Bond Africa Equity Global Bond - USD Hedged USD Corporate Bond EUR Inflation-Linked Bond USD Diversified Bond - Short Term Global Inflation-Linked Bond - EUR Hedged Global High Yield Bond - GBP Hedged Other Inflation-Linked Bond Global Inflation-Linked Bond - USD Hedged Global Inflation-Linked Bond GBP Diversified Bond - Short Term Short-Term Government Bond Sector - Healthcare Sector - Other Fixed Maturity Short-Term Bond Fixed Maturity Ultrashort Bond Sector - Energy Global - Other India - Floating Rate Ultrashort Bond India - Fixed Maturity Multisector Bond EUR Government Bond - Short Term Euro Short Bond PP Global Equity PP Euro Cautious Balanced PP Guaranteed PP Europe Equity PP USD Money Market Taiwan Small/Mid-Cap Equity TWD Money Market TWD Aggressive Allocation Taiwan Large-Cap Equity Global Bond - USD Biased SEK Money Market Sweden Large-Cap Equity Eurozone Equity PP Euro Aggressive Balanced PP Euro Moderate Balanced PP Alt - Long/Short Equity - Emerging Markets Euro Diversified Bond PP Euro Money Market PP Sector Equity Utilities TWD Cautious Allocation Commodities - Energy TWD Bond ASEAN Equity Eurozone Mid-Cap Equity USD Cautious Allocation Global Emerging Markets Allocation Korea Equity Malaysia Equity Euro Global Bond PP Alt - Long/Short Equity - UK Alt - Fund of Funds - Other Hedge Funds - Global Equity Emerging Markets Equity Australia Large Blend Equity Australia Mid/Small Growth Equity World Large Value Multisector Conservative Multisector Growth Equity World / Australia Multisector Moderate Equity World Large Blend Unlisted and Direct Property Equity Australia Large Value Equity World Mid/Small Equity Australia Real Estate Hedge Funds - Australia Bonds - Australia Equity Australia Other Multi-Strategy Income Diversified Credit Commodities and Precious Metals Equity World Other Equity World - Currency Hedged Equity Australia Large Growth Bonds - Global Equity Greater China Equity World Large Growth Multisector Balanced Equity Australia Mid/Small Value Equity Global Resources Bonds - Global / Australia Equity Global Real Estate Multisector Aggressive Australian Cash Equity Australia Large Geared Mortgages Australian Short Term Fixed Interest Equity Asia Pacific w/o Japan Infrastructure - Global Bonds - Inflation-linked Equity Australia Mid/Small Blend Sector Equity Other Equity Japan Equity Australia Derivative Income Equity North America Equity Europe Equity Global Technology Asia Pacific ex-Japan Equity Mortgages Aggressive High Yield Credit USD Flexible Allocation EMEA Equity Alternative Strategies HKD Bond Indonesia Equity Norway Equity JPY Bond Alt - Systematic Futures Global Bond - Other Hedged Singapore Equity Miscellaneous Vietnam Equity HKD Money Market Italy Equity SGD Money Market Commodities Precious Metals Europe Equity Japan Equity China and Greater China Equity Target Date Miscellaneous - Undisclosed Holdings CHF Aggressive Allocation Property - Indirect Eurozone Sector Equity Water Cautious Allocation EUR Absolute Return SGD Bond Alt - Diversified Arbitrage Islamic Equity - Other Convertible Bond - Global, GBP Hedged France Small/Mid-Cap Equity Alt - Long/Short Equity - US Non-Euro Absolute Return
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Three Year Return Comparison Virtus is currently under evaluation in three year return among similar funds.
NAINX
Virtus Tactical Allocation A
Other Virtus Fundamentals
NASDAQ Virtus Tactical Allocation A
-0.83%
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