Canada markets closed

Virtus KAR Health Sciences P (AAAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
31.24+0.14 (+0.45%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.18%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 8, 2024)25.79%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return25.79%
Worst 3-Yr Total Return4.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAAAEXCategory
YTD3.41%7.95%
1-Month-5.90%4.81%
3-Month1.41%7.18%
1-Year4.70%30.16%
3-Year3.07%16.10%
5-Year9.93%15.71%
10-Year9.90%15.27%
Last Bull Market25.99%23.06%
Last Bear Market-8.71%-13.88%

Annual Total Return (%) History

Year
AAAEXCategory
2024
N/AN/A
2023
2.95%N/A
2022
-11.48%N/A
2021
25.79%N/A
2020
N/A27.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.90%N/AN/AN/A
20230.25%1.44%-5.95%7.64%
2022-4.10%-8.71%-9.31%11.51%
20213.35%10.32%2.71%7.41%
20207.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD20
1-Month46
3-Month23
1-Year40
3-Year26
5-Year25

Load Adjusted Returns

1-Year4.70%
3-Year3.07%
5-Year9.93%
10-Year9.90%