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Virtus Small-Cap R6 (ASCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.16+0.04 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.85%
5-year average return7.58%
Number of years up4
Number of years down1
Best 1-yr total return (1 Jul 2024)24.38%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return24.38%
Worst 3-yr total return3.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASCFXCategory
YTD5.31%20.19%
1-month-0.81%0.02%
3-month-1.65%4.36%
1-year10.58%60.18%
3-year0.64%11.32%
5-year7.73%13.88%
10-year7.98%11.19%
Last bull market23.30%27.98%
Last bear market-15.64%-24.08%

Annual total return (%) history

Year
ASCFXCategory
2024
N/AN/A
2023
14.16%N/A
2022
-18.08%N/A
2021
19.35%N/A
2020
17.09%10.99%
2019
24.38%23.75%
2018
N/A-12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%-1.65%N/AN/A
20234.89%3.65%-3.90%9.26%
2022-8.49%-15.64%-4.58%11.23%
202110.46%4.38%-1.74%5.34%
2020-28.42%19.85%10.43%23.59%
201914.78%2.78%-2.06%7.65%
2018-19.02%N/AN/AN/A

Rank in category (by total return)

YTD16
1-month15
3-month14
1-year45
3-year52
5-year62

Load adjusted returns

1-year10.58%
3-year0.64%
5-year7.73%
10-year7.98%