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Virtus KAR Long/Short Equity C (VLSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.84+0.03 (+0.18%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.25%
5-year average return8.25%
Number of years up4
Number of years down1
Best 1-yr total return (26 June 2024)36.93%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return36.93%
Worst 3-yr total return0.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVLSCXCategory
YTD0.91%9.18%
1-month2.40%-0.20%
3-month-1.83%3.85%
1-year10.03%22.90%
3-year0.13%7.45%
5-year8.97%7.00%
10-year0.00%4.81%
Last bull market17.24%11.80%
Last bear market-12.17%-12.04%

Annual total return (%) history

Year
VLSCXCategory
2024
N/AN/A
2023
12.97%N/A
2022
-19.21%N/A
2021
11.49%N/A
2020
31.22%7.89%
2019
36.93%11.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.74%N/AN/AN/A
20233.54%4.80%-0.88%5.04%
2022-11.55%-12.17%-0.88%4.92%
2021-2.45%7.59%-0.06%6.28%
2020-8.12%22.54%6.27%9.67%
201918.01%6.93%1.97%6.41%

Rank in category (by total return)

YTD93
1-month56
3-month95
1-year80
3-year72
5-year33

Load adjusted returns

1-year9.03%
3-year0.13%
5-year8.97%
10-yearN/A