Virtus NFJ Mid-Cap Value C (PQNCX)

23.30 +0.34 (+1.48%) USD  |  Jul 01 2022

PQNCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Virtus NFJ Mid-Cap Value C
14.46%
31.00%
7.62%
-4.18%
15.97%
25.65%
-16.89%
28.00%
0.19%
24.99%
-13.35%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
Franklin Mutual U.S. Mid Cap Value C
14.81%
35.58%
-0.01%
-10.12%
19.57%
11.58%
-13.10%
23.57%
-3.18%
26.70%
-13.09%
Transamerica Small/Mid Cap Value C
14.94%
35.08%
3.87%
-3.82%
19.91%
14.33%
-12.30%
23.74%
2.55%
26.28%
-10.43%
Invesco Value Opportunities C
16.90%
31.54%
5.82%
-11.09%
17.13%
16.35%
-20.31%
29.03%
4.78%
34.56%
-10.34%
Invesco American Value C
16.12%
33.11%
8.60%
-9.62%
14.86%
8.68%
-13.48%
23.78%
0.50%
26.60%
-14.63%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Virtus NFJ Mid-Cap Value C
-4.90%
-10.25%
-13.35%
-6.70%
5.39%
4.68%
9.55%
5.83%
7.10%
9.78%
S&P 500 Total Return
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
Franklin Mutual U.S. Mid Cap Value C
-8.76%
-13.47%
-13.09%
-10.05%
4.62%
4.66%
7.59%
3.32%
6.06%
8.68%
Transamerica Small/Mid Cap Value C
-7.70%
-9.82%
-10.43%
-6.84%
7.22%
6.18%
9.65%
7.55%
9.55%
9.86%
Invesco Value Opportunities C
-10.34%
-13.81%
-10.34%
-5.57%
10.27%
7.39%
8.96%
4.16%
6.45%
5.35%
Invesco American Value C
-10.42%
-14.16%
-14.63%
-9.72%
4.94%
4.51%
7.30%
4.99%
7.50%
7.89%
As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022