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

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk overview

Morningstar risk rating★★
Number of years up3
Number of years down1
Best 1-yr total return (4 Jun 2023)38.81%
Worst 1-yr total return (4 Jun 2023)N/A

Risk statistics

3 years
VKSIXCategory average
5 years
VKSIXCategory average
10 years
VKSIXCategory average
Alpha
-4.960.01
-0.930.01
N/A-0.02
BETA
1.030.01
1.060.01
N/A0.01
Mean annual return
0.760.02
0.990.02
N/A0.01
R-squared
86.250.82
87.160.79
N/A0.8
Standard deviation
19.810.23
21.120.19
N/A0.17
Sharpe ratio
0.390.01
0.490.01
N/A0.01
Treynor ratio
5.880.18
8.040.17
N/A0.12