VKSIX - Virtus KAR Small-Mid Cap Core Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance overview

Morningstar return ratingN/A1

Year-to-date return9.39%

5-year average return10.32%

Number of years up3

Number of years down1

Best 1-yr total return (7 Jun 2023)38.81%

Worst 1-yr total return (7 Jun 2023)N/A

Best 3-yr total return38.81%

Worst 3-yr total return6.70%

Trailing returns (%) vs. Benchmarks

ReturnVKSIXCategory

YTD9.39%10.80%

1-month2.73%4.43%

3-month0.00%7.00%

1-year6.37%48.17%

3-year6.76%21.26%

5-year10.32%20.18%

10-year0.00%14.07%

Last bull market38.58%27.14%

Last bear market-17.20%-21.26%

Annual total return (%) history

Year

VKSIXCategory

2023

N/AN/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

20238.00%N/AN/AN/A

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)

YTD65

1-month78

3-month80

1-year41

3-year32

5-year7

Load adjusted returns

1-year1.54%

3-year7.48%

5-year10.12%

10-yearN/A