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Virtus KAR Small-Mid Cap Core C (VKSCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.89
-0.16
(-0.89%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.47%
5-year average return
10.62%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 June 2024)
37.56%
Worst 1-yr total return (13 June 2024)
N/A
Best 3-yr total return
37.56%
Worst 3-yr total return
2.95%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VKSCX
Category
YTD
2.55%
10.80%
1-month
2.84%
4.43%
3-month
-1.26%
7.00%
1-year
19.97%
48.17%
3-year
0.23%
21.26%
5-year
11.85%
20.18%
10-year
0.00%
14.07%
Last bull market
27.79%
27.14%
Last bear market
-17.43%
-21.26%
Annual total return (%) history
Year
VKSCX
Category
2024
N/A
N/A
2023
22.35%
N/A
2022
-24.59%
N/A
2021
18.28%
N/A
2020
32.07%
39.26%
2019
37.56%
32.52%
2018
N/A
-6.65%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.20%
N/A
N/A
N/A
2023
7.77%
6.57%
-4.47%
11.51%
2022
-12.61%
-17.43%
-5.22%
10.25%
2021
6.97%
4.86%
-0.87%
6.38%
2020
-17.29%
27.93%
8.09%
15.47%
2019
15.00%
9.08%
0.97%
8.60%
2018
3.78%
5.81%
-15.13%
N/A
Rank in category (by total return)
YTD
70
1-month
37
3-month
42
1-year
47
3-year
44
5-year
24
Load adjusted returns
1-year
18.97%
3-year
0.23%
5-year
11.85%
10-year
N/A
Data disclaimer
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