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Virtus KAR Small-Cap Value R6 (VQSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.17+0.01 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.90%
5-year average return8.11%
Number of years up5
Number of years down2
Best 1-yr total return (6 May 2024)28.22%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return28.22%
Worst 3-yr total return2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVQSRXCategory
YTD-4.39%12.40%
1-month-8.01%3.37%
3-month-1.98%4.88%
1-year11.69%55.69%
3-year-4.57%19.34%
5-year7.17%20.72%
10-year8.25%13.98%
Last bull market25.61%27.85%
Last bear market-12.61%-24.06%

Annual total return (%) history

Year
VQSRXCategory
2024
N/AN/A
2023
19.19%N/A
2022
-24.23%N/A
2021
19.58%N/A
2020
28.22%38.62%
2019
24.96%27.68%
2018
-15.83%-5.76%
2017
19.04%21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.94%N/AN/AN/A
20232.70%4.10%-3.01%14.95%
2022-14.19%-12.61%-5.43%6.83%
202113.15%2.13%-3.39%7.11%
2020-22.07%28.51%3.68%23.48%
201910.87%3.13%3.26%5.84%
2018-2.64%1.63%4.05%-18.24%
20174.63%1.87%6.78%4.60%

Rank in category (by total return)

YTD92
1-month85
3-month93
1-year49
3-year52
5-year38

Load adjusted returns

1-year11.69%
3-year-4.57%
5-year7.17%
10-year8.25%