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Virtus KAR Mid-Cap Growth R6 (VRMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.26-0.32 (-0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.82%
5-year average return8.59%
Number of years up4
Number of years down1
Best 1-yr total return (24 June 2024)65.59%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return65.59%
Worst 3-yr total return-5.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRMGXCategory
YTD3.97%10.80%
1-month3.26%4.43%
3-month-3.00%7.00%
1-year19.04%48.17%
3-year-3.86%21.26%
5-year10.17%20.18%
10-year13.11%14.07%
Last bull market28.25%27.14%
Last bear market-25.72%-21.26%

Annual total return (%) history

Year
VRMGXCategory
2024
N/AN/A
2023
22.53%N/A
2022
-33.17%N/A
2021
1.63%N/A
2020
65.59%39.26%
2019
43.14%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20236.13%9.66%-4.09%9.77%
2022-14.93%-25.72%1.80%3.87%
2021-4.49%7.69%2.32%-3.42%
2020-8.34%38.02%11.46%17.43%
201923.98%9.60%-5.17%11.09%
20189.01%5.37%-16.14%N/A

Rank in category (by total return)

YTD52
1-month28
3-month71
1-year56
3-year76
5-year50

Load adjusted returns

1-year19.04%
3-year-3.86%
5-year10.17%
10-year13.11%