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Virtus KAR Global Quality Dividend R6 (VGQRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.63+0.03 (+0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.55%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)13.22%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return13.22%
Worst 3-Yr Total Return1.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVGQRXCategory
YTD2.13%14.38%
1-Month3.56%-1.21%
3-Month2.63%5.03%
1-Year10.30%39.50%
3-Year2.16%9.11%
5-Year4.62%10.10%
10-Year5.30%7.90%
Last Bull Market13.07%15.53%
Last Bear Market-4.98%-17.52%

Annual Total Return (%) History

Year
VGQRXCategory
2024
N/AN/A
2023
5.14%N/A
2022
-2.25%N/A
2021
13.22%N/A
2020
-6.00%2.50%
2019
N/A20.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.93%N/AN/AN/A
20230.56%0.28%-4.83%9.56%
20221.71%-4.98%-11.29%14.01%
20215.07%4.07%-1.66%5.29%
2020-25.10%7.96%4.91%10.80%
20194.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD94
1-Month64
3-Month94
1-Year97
3-Year84
5-Year97

Load Adjusted Returns

1-Year10.30%
3-Year2.16%
5-Year4.62%
10-Year5.30%