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Virtus Small-Cap R6 (ASCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.22+0.07 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.99%
5-Year Average Return7.96%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)24.38%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return24.38%
Worst 3-Yr Total Return3.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnASCFXCategory
YTD6.17%20.19%
1-Month4.56%0.02%
3-Month2.90%4.36%
1-Year19.16%60.18%
3-Year1.25%11.32%
5-Year9.36%13.88%
10-Year8.58%11.19%
Last Bull Market23.30%27.98%
Last Bear Market-15.64%-24.08%

Annual Total Return (%) History

Year
ASCFXCategory
2024
N/AN/A
2023
14.16%N/A
2022
-18.08%N/A
2021
19.35%N/A
2020
17.09%10.99%
2019
24.38%23.75%
2018
N/A-12.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.07%N/AN/AN/A
20234.89%3.65%-3.90%9.26%
2022-8.49%-15.64%-4.58%11.23%
202110.46%4.38%-1.74%5.34%
2020-28.42%19.85%10.43%23.59%
201914.78%2.78%-2.06%7.65%
2018-19.02%N/AN/AN/A

Rank In Category (By Total Return)

YTD22
1-Month61
3-Month28
1-Year74
3-Year52
5-Year64

Load Adjusted Returns

1-Year19.16%
3-Year1.25%
5-Year9.36%
10-Year8.58%