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Virtus Global Allocation Fund Cl A: (MF: PALAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:45 PM ET

$11.35 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.28 17
3 months 6.58 15
6 months 11.69 15
1 Year 21.88 20
3 Year 12.76 56
5 Year 6.83 52
10 Year 7.65 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 89.91
Bear Market (10/07 - 2/09) -37.12
Bull Market (2/09 - 3/21) 296.30

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.31
5 Year 4.40
10 Year 6.28
Since Inception 5.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.57 7.95 5.12 4.09
2024 2.89 0.09 6.49 -2.75
2023 5.76 2.05 -5.43 9.53
2022 -6.73 -9.95 -6.27 7.12
2021 0.96 5.26 -0.35 4.69

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2817.446.6511.79-15.6810.8613.9417.87-8.7516.883.50
% Total Return Rel to Index 1.40-0.78-18.36-14.452.52-17.81-4.46-13.61-4.36-4.91-8.43
% Total Return Rel to Peer 0.602.93-3.26-1.36-2.71-0.643.250.67-2.253.42-2.77
% Perf Quintile vs Peer* 2.002.000.004.003.003.002.003.005.003.005.00
% Dividends 0.080.250.180.260.100.220.160.190.170.580.17
% Yield 0.362.061.712.321.041.741.331.601.584.551.51
Capital Gains ($) 0.000.530.120.000.470.840.530.880.440.650.00
Expense Ratio 0.000.520.520.520.520.560.520.610.590.600.60

* 1 = Top 20%, 5 = Bottom 20%