Italia markets close in 3 hours 55 minutes

Virtus Opportunities Trust - Virtus Vontobel Global Opportunities Fund (NWWOX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
Aggiungi a watchlist
16,29-0,02 (-0,12%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Valutazione di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno5,44%
Rendimento medio quinquennale9,84%
Numero di anni in rialzo47
Numero di anni in ribasso16
Miglior rendimento complessivo in 1 anno (7 mar 2024)29,21%
Peggior rendimento complessivo in 1 anno (7 mar 2024)N/D
Miglior rendimento complessivo in 3 anni29,21%
Peggior rendimento complessivo in 3 anni1,92%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoNWWOXCategoria
YTD4,68%9,95%
1 mese3,83%2,98%
3 mesi8,68%8,22%
1 anno21,89%40,81%
3 anni4,29%19,17%
5 anni9,59%18,49%
10 anni8,91%11,83%
Ultimo mercato al rialzo29,79%21,12%
Ultimo mercato in ribasso-15,34%-20,34%

Storico del rendimento totale annuo (%)

Anno
NWWOXCategoria
2023
19,73%N/D
2022
-21,24%N/D
2021
13,32%N/D
2020
18,63%32,67%
2019
27,24%30,40%
2018
-5,07%-7,79%
2017
29,21%30,22%
2016
4,34%2,42%
2015
4,54%1,26%
2014
6,35%2,65%
2013
15,94%26,44%
2012
19,41%18,01%
2011
5,37%-6,80%
2010
16,01%15,68%
2009
17,03%39,03%
2008
-43,05%-41,58%
2007
8,55%12,98%
2006
21,29%18,96%
2005
8,63%11,74%
2004
15,80%12,56%
2003
26,89%34,32%
2002
-17,59%-21,99%
2001
-21,41%-16,48%
2000
-1,33%-10,78%
1999
18,07%40,28%
1998
31,21%17,98%
1997
14,08%15,84%
1996
14,99%18,24%
1995
15,08%21,26%
1994
0,02%1,25%
1993
37,78%29,30%
1992
3,17%5,37%
1991
24,49%27,16%
1990
-22,67%-6,88%
1989
9,08%22,49%
1988
11,09%16,97%
1987
-3,38%7,26%
1986
2,20%16,29%
1985
44,18%33,58%
1984
-16,73%-5,09%
1983
8,92%26,44%
1982
25,46%21,62%
1981
-6,20%-5,17%
1980
60,41%38,81%
1979
28,88%37,98%
1978
10,57%13,13%
1977
-8,36%-0,30%
1976
33,73%28,02%
1975
40,33%37,80%
1974
-25,67%-23,57%
1973
-28,19%-19,95%
1972
5,34%10,71%
1971
20,10%19,18%
1970
-16,85%1,60%
1969
-29,23%-17,20%
1968
7,17%14,89%
1967
67,90%40,19%
1966
4,94%-0,13%
1965
41,81%27,25%
1964
5,08%6,45%
1963
16,15%19,73%
1962
-24,51%-16,30%
1961
51,10%31,39%
1960
N/D0,96%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20238,56%5,83%-4,92%9,62%
2022-8,57%-15,34%-7,52%10,01%
20210,95%8,20%-2,15%6,02%
2020-17,90%18,84%10,63%9,90%
201910,12%6,30%1,11%7,50%
2018-0,92%2,23%3,09%-9,08%
201710,44%7,21%2,85%6,11%
20161,01%2,77%2,39%-1,83%
20152,43%0,87%-3,45%4,79%
20141,80%3,62%-1,54%2,40%
20137,31%-2,85%4,83%6,09%
201211,87%-4,20%8,66%2,54%
20112,47%3,73%-8,24%8,03%
20105,67%-8,31%13,89%5,14%
2009-14,10%14,31%11,35%7,03%
2008-9,87%-1,81%-18,63%-20,92%
20072,63%7,52%1,93%-3,50%
20067,95%-0,50%4,87%7,68%
2005-1,64%-0,24%7,64%2,85%
20043,35%0,13%-1,68%13,81%
2003-10,08%19,07%5,18%12,69%
20022,08%-4,61%-20,91%7,01%
2001-12,69%-2,24%-15,63%9,13%
20003,21%-4,21%-0,19%-0,01%
19992,30%2,34%-2,75%15,96%
199818,41%6,53%-12,74%19,21%
19972,04%7,29%6,14%-1,82%
19963,56%7,19%-0,10%3,69%
1995-2,79%8,26%8,74%0,57%
19941,04%-2,21%6,29%-4,76%
19936,54%0,25%12,75%14,41%
1992-0,96%-0,14%-0,84%5,20%
199116,61%0,15%4,40%2,11%
1990-8,32%3,99%-19,71%1,03%
1989-4,62%6,70%12,27%-4,53%
19888,59%9,14%-6,65%0,41%
198725,85%-2,69%4,42%-24,44%
198612,41%2,57%-17,78%7,81%
198515,80%7,57%-5,20%22,10%
1984-13,31%-5,84%5,12%-2,96%
198312,72%18,32%-11,68%-7,53%
1982-19,43%-0,34%16,50%34,11%
1981-1,13%0,13%-16,63%13,65%
1980-11,53%20,18%27,88%17,98%
19795,74%1,89%11,54%7,25%
1978-4,02%12,01%12,85%-8,86%
1977-10,07%5,07%-5,09%2,19%
197620,13%3,66%0,43%6,92%
197520,51%15,60%-7,50%8,90%
1974-3,73%-16,77%-20,32%16,42%
1973-18,06%-19,35%20,48%-9,80%
197214,62%-3,24%-5,65%0,67%
197121,76%-3,17%-2,16%4,11%
1970-5,38%-29,38%20,67%3,12%
1969-9,95%-16,67%-8,00%2,52%
1968-17,44%23,45%2,32%2,76%
196721,19%12,12%8,93%13,43%
19666,02%4,27%-14,33%10,80%
19656,98%-7,12%20,09%18,84%
19645,47%-1,22%1,50%-0,63%
19636,55%5,46%2,04%1,30%
1962-2,13%-34,78%7,95%9,56%
196129,34%-0,60%7,83%8,99%
1960-2,09%10,68%N/DN/D

Classifica di categoria (per rendimento complessivo)

YTD75
1 mese85
3 mesi84
1 anno63
3 anni43
5 anni73

Rendimento con rettifica delle commissioni

1 anno15,19%
3 anni2,35%
5 anni8,36%
10 anni8,30%