Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘16
2001
2 24 22 63.8%
2002
2 39 37 20.9%
2003
2 11 9 6.96%
XWIN
2004
XMAX Inc
XWIN
$255M
2 2 0 41.9%
2005
2 5 3 58.1%
2006
2 68 66 219%
2007
2 12 10 692%
2008
2 37 35 89.5%
2009
2 8 6 24.3%
2010
2 5 3 8.63%
NCZ
2011
Virtus Convertible & Income Fund II
NCZ
$281M
2 18 16 30.4%
2012
2 711 709 124%
2013
2 16 14 59.4%
2014
2 17 15 29.7%
2015
2 4 2 68.7%
2016
2 37 35 336%
2017
2 3 1 108%
2018
2 4 2 52.8%
2019
2 14 12 36.7%
2020
2 19 17 141%
2021
2 4 2 116%
2022
2 5 3 51.2%
2023
2 6 4 92.1%
2024
2 6 4 90.8%
2025
2 33 31 13.7%