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Virtus KAR Mid-Cap Core I (VIMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.70-0.25 (-0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.28%
5-year average return11.50%
Number of years up12
Number of years down2
Best 1-yr total return (15 Apr 2024)30.93%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return30.93%
Worst 3-yr total return7.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVIMCXCategory
YTD6.10%10.80%
1-month2.14%4.43%
3-month6.10%7.00%
1-year22.05%48.17%
3-year7.47%21.26%
5-year13.71%20.18%
10-year13.08%14.07%
Last bull market42.27%27.14%
Last bear market-14.55%-21.26%

Annual total return (%) history

Year
VIMCXCategory
2024
N/AN/A
2023
22.68%N/A
2022
-19.75%N/A
2021
25.26%N/A
2020
26.10%39.26%
2019
30.93%32.52%
2018
-4.17%-6.65%
2017
24.95%23.91%
2016
11.29%6.03%
2015
2.40%-0.95%
2014
16.51%7.00%
2013
26.75%34.93%
2012
15.31%14.07%
2011
3.59%-3.96%
2010
18.73%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.10%N/AN/AN/A
20236.65%6.29%-2.93%11.49%
2022-11.54%-14.55%-3.41%9.91%
20215.39%9.58%0.13%8.33%
2020-18.19%21.63%7.29%18.13%
201913.62%6.16%1.08%7.40%
20182.01%3.02%5.81%-13.82%
20175.58%3.90%4.73%8.75%
20162.65%1.93%3.70%2.57%
20156.09%-1.00%-8.73%6.82%
20140.45%3.34%1.97%10.06%
201310.26%0.56%5.73%8.12%
201212.02%-3.39%4.01%2.44%
20117.60%1.52%-15.16%11.78%
20107.06%-8.60%8.17%12.17%
200911.11%4.98%N/AN/A

Rank in category (by total return)

YTD84
1-month72
3-month84
1-year57
3-year6
5-year11

Load adjusted returns

1-year22.05%
3-year7.47%
5-year13.71%
10-year13.08%