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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.47%
5-year average return10.62%
Number of years up4
Number of years down1
Best 1-yr total return (13 June 2024)37.56%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return37.56%
Worst 3-yr total return2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVKSCXCategory
YTD2.55%10.80%
1-month2.84%4.43%
3-month-1.26%7.00%
1-year19.97%48.17%
3-year0.23%21.26%
5-year11.85%20.18%
10-year0.00%14.07%
Last bull market27.79%27.14%
Last bear market-17.43%-21.26%

Annual total return (%) history

Year
VKSCXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20247.20%N/AN/AN/A
20237.77%6.57%-4.47%11.51%
2022-12.61%-17.43%-5.22%10.25%
20216.97%4.86%-0.87%6.38%
2020-17.29%27.93%8.09%15.47%
201915.00%9.08%0.97%8.60%
20183.78%5.81%-15.13%N/A

Rank in category (by total return)

YTD70
1-month37
3-month42
1-year47
3-year44
5-year24

Load adjusted returns

1-year18.97%
3-year0.23%
5-year11.85%
10-yearN/A