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Virtus KAR Small-Mid Cap Core I (VKSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.28-0.22 (-1.13%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.16%
5-year average return12.76%
Number of years up4
Number of years down1
Best 1-yr total return (27 May 2024)38.81%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return38.81%
Worst 3-yr total return4.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVKSIXCategory
YTD0.05%10.80%
1-month-6.87%4.43%
3-month2.80%7.00%
1-year15.72%48.17%
3-year-0.02%21.26%
5-year11.03%20.18%
10-year0.00%14.07%
Last bull market28.31%27.14%
Last bear market-17.20%-21.26%

Annual total return (%) history

Year
VKSIXCategory
2024
N/AN/A
2023
23.61%N/A
2022
-23.83%N/A
2021
19.52%N/A
2020
33.45%39.26%
2019
38.81%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.44%N/AN/AN/A
20238.00%6.86%-4.24%11.85%
2022-12.44%-17.20%-4.93%10.53%
20217.20%5.16%-0.63%6.69%
2020-17.08%28.26%8.36%15.79%
201915.21%9.38%1.14%8.91%
20183.98%6.08%-14.86%N/A

Rank in category (by total return)

YTD76
1-month73
3-month56
1-year61
3-year36
5-year16

Load adjusted returns

1-year15.72%
3-year-0.02%
5-year11.03%
10-yearN/A