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Virtus KAR Global Small-Cap P (ARSPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.44+0.37 (+0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.89%
5-year average return6.70%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)43.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return43.68%
Worst 3-yr total return0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARSPXCategory
YTD-5.18%12.99%
1-month-6.94%1.30%
3-month-3.20%6.38%
1-year9.59%53.27%
3-year-4.03%14.94%
5-year6.05%15.72%
10-year5.83%9.30%
Last bull market19.00%18.45%
Last bear market-18.14%-25.47%

Annual total return (%) history

Year
ARSPXCategory
2024
N/AN/A
2023
23.93%N/A
2022
-24.20%N/A
2021
11.66%N/A
2020
29.60%24.89%
2019
22.86%26.49%
2018
-16.55%-14.25%
2017
27.20%25.44%
2016
1.57%9.32%
2015
2.41%-1.23%
2014
-1.36%-0.42%
2013
40.18%30.99%
2012
20.86%18.46%
2011
-5.24%-11.76%
2010
31.07%20.56%
2009
43.68%47.20%
2008
N/A-44.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.89%N/AN/AN/A
20236.89%4.55%-0.47%11.43%
2022-9.69%-18.14%-9.96%13.87%
20218.86%2.28%-2.81%3.18%
2020-26.35%27.55%10.65%24.69%
201914.18%3.10%-3.88%8.58%
20181.09%1.66%2.02%-20.40%
20175.24%5.84%7.30%6.43%
2016-3.50%0.86%4.87%-0.48%
20157.43%1.22%-8.63%3.08%
20141.11%1.30%-5.82%2.26%
201312.78%1.58%12.82%8.46%
201216.33%-3.80%6.87%1.06%
20116.95%3.54%-21.76%9.37%
20105.99%-11.40%18.49%17.79%
2009-11.41%26.31%24.68%2.99%
2008-28.49%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month83
3-month88
1-year31
3-year34
5-year43

Load adjusted returns

1-year9.59%
3-year-4.03%
5-year6.05%
10-year5.83%