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Virtus KAR Small-Mid Cap Core I (VKSIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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19.41
+0.19
(+0.99%)
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
2.84%
5-year average return
11.99%
Number of years up
4
Number of years down
1
Best 1-yr total return (7 May 2024)
38.81%
Worst 1-yr total return (7 May 2024)
N/A
Best 3-yr total return
38.81%
Worst 3-yr total return
4.01%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VKSIX
Category
YTD
0.05%
10.80%
1-month
-6.87%
4.43%
3-month
2.80%
7.00%
1-year
15.72%
48.17%
3-year
-0.02%
21.26%
5-year
11.03%
20.18%
10-year
0.00%
14.07%
Last bull market
28.31%
27.14%
Last bear market
-17.20%
-21.26%
Annual total return (%) history
Year
VKSIX
Category
2024
N/A
N/A
2023
23.61%
N/A
2022
-23.83%
N/A
2021
19.52%
N/A
2020
33.45%
39.26%
2019
38.81%
32.52%
2018
N/A
-6.65%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.44%
N/A
N/A
N/A
2023
8.00%
6.86%
-4.24%
11.85%
2022
-12.44%
-17.20%
-4.93%
10.53%
2021
7.20%
5.16%
-0.63%
6.69%
2020
-17.08%
28.26%
8.36%
15.79%
2019
15.21%
9.38%
1.14%
8.91%
2018
3.98%
6.08%
-14.86%
N/A
Rank in category (by total return)
YTD
76
1-month
73
3-month
56
1-year
61
3-year
36
5-year
16
Load adjusted returns
1-year
15.72%
3-year
-0.02%
5-year
11.03%
10-year
N/A
Data disclaimer
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