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Virtus KAR Small-Mid Cap Core R6 (VKSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.50+0.08 (+0.46%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.91%
5-year average return13.37%
Number of years up3
Number of years down1
Best 1-yr total return (6 Dec 2023)39.03%
Worst 1-yr total return (6 Dec 2023)N/A
Best 3-yr total return39.03%
Worst 3-yr total return6.75%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVKSRXCategory
YTD14.91%10.80%
1-month6.61%4.43%
3-month1.16%7.00%
1-year12.24%48.17%
3-year3.21%21.26%
5-year13.37%20.18%
10-year0.00%14.07%
Last bull market38.60%27.14%
Last bear market-17.22%-21.26%

Annual total return (%) history

Year
VKSRXCategory
2023
N/AN/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
20238.11%6.83%-4.17%N/A
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)

YTD46
1-month84
3-month69
1-year48
3-year23
5-year11

Load adjusted returns

1-year6.15%
3-year2.71%
5-year11.59%
10-yearN/A