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Virtus KAR Small-Cap Value R6 (VQSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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23.83
+0.04
(+0.17%)
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
-2.46%
5-year average return
8.27%
Number of years up
5
Number of years down
2
Best 1-yr total return (26 June 2024)
28.22%
Worst 1-yr total return (26 June 2024)
N/A
Best 3-yr total return
28.22%
Worst 3-yr total return
2.60%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VQSRX
Category
YTD
-0.29%
12.40%
1-month
4.29%
3.37%
3-month
-2.33%
4.88%
1-year
20.97%
55.69%
3-year
-3.08%
19.34%
5-year
9.71%
20.72%
10-year
8.77%
13.98%
Last bull market
25.61%
27.85%
Last bear market
-12.61%
-24.06%
Annual total return (%) history
Year
VQSRX
Category
2024
N/A
N/A
2023
19.19%
N/A
2022
-24.23%
N/A
2021
19.58%
N/A
2020
28.22%
38.62%
2019
24.96%
27.68%
2018
-15.83%
-5.76%
2017
19.04%
21.50%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.94%
N/A
N/A
N/A
2023
2.70%
4.10%
-3.01%
14.95%
2022
-14.19%
-12.61%
-5.43%
6.83%
2021
13.15%
2.13%
-3.39%
7.11%
2020
-22.07%
28.51%
3.68%
23.48%
2019
10.87%
3.13%
3.26%
5.84%
2018
-2.64%
1.63%
4.05%
-18.24%
2017
4.63%
1.87%
6.78%
4.60%
Rank in category (by total return)
YTD
92
1-month
57
3-month
81
1-year
34
3-year
57
5-year
37
Load adjusted returns
1-year
20.97%
3-year
-3.08%
5-year
9.71%
10-year
8.77%
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