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Virtus KAR Small-Mid Cap Core R6 (VKSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.08+0.21 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.71%
5-year average return11.35%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)39.03%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.03%
Worst 3-yr total return4.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVKSRXCategory
YTD0.05%10.80%
1-month-6.94%4.43%
3-month2.79%7.00%
1-year15.72%48.17%
3-year0.03%21.26%
5-year11.10%20.18%
10-year0.00%14.07%
Last bull market28.47%27.14%
Last bear market-17.22%-21.26%

Annual total return (%) history

Year
VKSRXCategory
2024
N/AN/A
2023
23.75%N/A
2022
-23.82%N/A
2021
19.60%N/A
2020
33.51%39.26%
2019
39.03%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.52%N/AN/AN/A
20238.11%6.83%-4.17%11.80%
2022-12.46%-17.22%-4.92%10.58%
20217.25%5.15%-0.58%6.67%
2020-17.13%28.33%8.43%15.79%
201915.33%9.37%1.14%8.99%
20184.08%5.98%-14.85%N/A

Rank in category (by total return)

YTD76
1-month75
3-month56
1-year61
3-year36
5-year15

Load adjusted returns

1-year15.72%
3-year0.03%
5-year11.10%
10-yearN/A