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VTAIX Current & History Performance

Explore the performance of Virtus Tactical Allocation Fund - I compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 30,967.11SPY
  • 11,212.47VTAIX
  • 17,547.41Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%13.49%
VTAIX18.48%28.27%-0.91%-32.92%19.89%0.86%-7.98%0.31%