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Virtus Ceredex Small-Cap Value Eq I (SCETX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.88-0.10 (-1.25%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.21%
5-Year Average Return6.69%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (Jun 30, 2024)36.04%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.04%
Worst 3-Yr Total Return1.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSCETXCategory
YTD4.45%20.19%
1-Month4.59%0.02%
3-Month5.12%4.36%
1-Year24.19%60.18%
3-Year4.50%11.32%
5-Year9.09%13.88%
10-Year7.04%11.19%
Last Bull Market19.88%27.98%
Last Bear Market-12.56%-24.08%

Annual Total Return (%) History

Year
SCETXCategory
2024
N/AN/A
2023
14.70%N/A
2022
-10.09%N/A
2021
27.20%N/A
2020
0.91%10.99%
2019
17.58%23.75%
2018
-12.42%-12.72%
2017
10.29%12.28%
2016
29.16%20.78%
2015
-5.86%-5.38%
2014
2.12%3.79%
2013
35.05%37.39%
2012
16.80%15.46%
2011
-3.73%-4.07%
2010
28.79%25.61%
2009
36.04%31.80%
2008
-31.97%-36.56%
2007
2.03%-1.10%
2006
16.14%15.03%
2005
12.46%6.75%
2004
25.47%18.94%
2003
37.05%43.41%
2002
-1.74%-16.22%
2001
21.21%8.92%
2000
17.96%11.89%
1999
-2.72%19.95%
1998
-13.45%-3.03%
1997
N/A26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.94%N/AN/AN/A
20233.79%2.00%-1.77%10.29%
2022-6.77%-12.56%-3.17%13.91%
202114.43%3.26%0.52%7.09%
2020-33.88%17.32%2.25%27.22%
201911.33%1.94%1.20%2.38%
2018-3.93%8.50%1.37%-17.12%
20171.33%-2.39%4.05%7.17%
20168.03%6.19%5.92%6.30%
20152.36%1.09%-8.31%-0.77%
20140.45%3.45%-10.55%9.87%
201311.79%0.00%10.23%9.59%
201211.53%-4.81%3.90%5.89%
20116.16%1.53%-19.94%11.57%
20109.66%-7.42%13.88%11.40%
2009-5.07%14.55%19.65%4.55%
2008-8.25%-3.55%4.77%-26.62%
20075.46%7.26%-2.06%-7.90%
200614.02%-3.29%-0.94%6.32%
2005-1.88%1.43%9.14%3.55%
20045.69%3.94%0.15%14.05%
2003-6.40%17.10%7.88%15.92%
20029.71%-1.81%-12.57%4.33%
20015.49%8.68%-7.99%14.89%
2000-4.13%5.86%6.67%8.96%
1999-13.30%19.82%-8.14%1.94%
19989.68%-8.90%-21.99%11.03%
199714.95%12.48%-2.11%N/A

Rank In Category (By Total Return)

YTD37
1-Month60
3-Month6
1-Year26
3-Year16
5-Year67

Load Adjusted Returns

1-Year24.19%
3-Year4.50%
5-Year9.09%
10-Year7.04%