Virtus Income & Growth Fund (AZNIX.O)

At A Glance

You hold AZNIX.O in 0 portfolios

Net Asset Value

11.75USD

 0.11 +0.95%

08/12/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -12.25%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 7.32%
Lipper Index
Lipper Flex Port Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Total
Return		Consistent
Return		Capital
Preservation		Expense*Tax
Efficiency		Overview
Overall Rating
Peers with Rating
(out of 5651 funds)*
416 Funds
412 Funds
4604 Funds
218 Funds
416 Funds
3 Year Rating
Peers with Rating
(out of 5651 funds)*
416 Funds
412 Funds
4604 Funds
218 Funds
416 Funds
5 Year Rating
Peers with Rating
(out of 4958 funds)*
368 Funds
364 Funds
4039 Funds
186 Funds
368 Funds
10 Year Rating
Peers with Rating
(out of 2930 funds)*
215 Funds
211 Funds
2406 Funds
97 Funds
215 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 3.6%
3Yr Return
 7.0%
5Yr Return
 5.1%

FARYX's YTD Return outperformed AZNIX.O

YTD Return
 3.4%
3Yr Return
 6.9%
5Yr Return
 5.1%

FARIX's YTD Return outperformed AZNIX.O

1 ETF »

YTD Return
 8.1%
3Yr Return
 11.3%
5Yr Return
 7.8%

RLY's YTD, 3 year, and 5 year Returns outperformed AZNIX.O

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