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Virtus KAR Mid-Cap Core R6 (VRMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.39+0.50 (+0.88%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.93%
5-year average return11.46%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)31.08%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.08%
Worst 3-yr total return7.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRMCXCategory
YTD-0.53%10.80%
1-month-6.26%4.43%
3-month0.43%7.00%
1-year16.45%48.17%
3-year2.75%21.26%
5-year11.13%20.18%
10-year12.48%14.07%
Last bull market25.63%27.14%
Last bear market-14.55%-21.26%

Annual total return (%) history

Year
VRMCXCategory
2024
N/AN/A
2023
22.77%N/A
2022
-19.67%N/A
2021
25.34%N/A
2020
26.19%39.26%
2019
31.08%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.12%N/AN/AN/A
20236.66%6.31%-2.92%11.53%
2022-11.51%-14.55%-3.37%9.94%
20215.40%9.61%0.14%8.34%
2020-18.18%21.65%7.32%18.13%
201913.68%6.18%1.07%7.45%
20183.05%5.84%-13.81%N/A

Rank in category (by total return)

YTD81
1-month52
3-month86
1-year56
3-year10
5-year14

Load adjusted returns

1-year16.45%
3-year2.75%
5-year11.13%
10-year12.48%