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Virtus Sga Global Growth Fund - Class R6: (MF: SGARX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:43 PM ET

$19.38 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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -6.86 97
3 months -5.01 95
6 months -7.70 96
1 Year -4.39 97
3 Year 9.43 90
5 Year 1.60 93
10 Year 10.83 57

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.75
5 Year 3.24
10 Year 10.75
Since Inception 9.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.69 11.93 -2.66 -0.07
2024 5.05 0.96 5.41 -1.11
2023 8.96 7.21 -2.09 11.19
2022 -9.57 -19.25 -6.51 8.84
2021 1.86 6.88 -0.84 0.24

Annual Return

20262025202420232022202120202019201820172016
% Total Return -6.863.7510.5627.17-25.718.2331.2533.56-2.8133.144.35
% Total Return Rel to Index -4.81-17.59-8.662.75-6.61-9.9317.178.357.6113.03-0.98
% Total Return Rel to Peer -5.50-14.72-1.828.53-6.14-7.9714.588.817.2110.91-1.22
% Perf Quintile vs Peer* 5.005.000.001.004.005.002.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.010.000.000.00
% Yield 0.000.000.000.000.000.000.000.050.000.000.00
Capital Gains ($) 0.002.846.210.000.542.040.930.000.770.640.54
Expense Ratio 0.000.910.900.900.910.900.900.951.081.071.08

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