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Virtus KAR Emerging Markets Small-Cap Fund (VCESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.81+0.01 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.35%
5-Year Average Return5.56%
Number of Years Up5
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)37.47%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return37.47%
Worst 3-Yr Total Return-3.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVCESXCategory
YTD2.44%8.73%
1-Month-1.28%1.20%
3-Month-1.15%5.47%
1-Year12.85%41.79%
3-Year-4.41%11.48%
5-Year5.56%12.18%
10-Year4.81%4.39%
Last Bull Market20.06%17.73%
Last Bear Market-14.38%-25.55%

Annual Total Return (%) History

Year
VCESXCategory
2024
N/AN/A
2023
20.64%N/A
2022
-23.76%N/A
2021
-2.67%N/A
2020
37.47%17.90%
2019
17.17%19.25%
2018
-6.34%-16.07%
2017
29.67%34.17%
2016
15.02%8.47%
2015
-17.30%-13.79%
2014
-0.50%-3.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.63%-1.15%N/AN/A
20236.40%2.93%-1.15%11.44%
2022-12.46%-14.38%-4.97%7.03%
2021-1.91%7.03%-3.92%-3.50%
2020-20.74%34.47%9.96%17.31%
201912.53%0.16%-2.35%6.46%
20186.60%-2.41%-4.04%-6.18%
201712.67%8.88%-0.82%6.58%
20163.78%4.62%8.13%-2.03%
2015-1.66%0.74%-18.07%1.89%
2014-0.40%6.56%-2.84%-3.51%

Rank In Category (By Total Return)

YTD85
1-Month98
3-Month97
1-Year47
3-Year50
5-Year27

Load Adjusted Returns

1-Year11.85%
3-Year-4.41%
5-Year5.56%
10-Year4.81%