VIMCX - Virtus KAR Mid-Cap Core Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.50%
5-Year Average Return12.77%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Feb. 3, 2019)30.93%
Worst 1 Yr Total Return (Feb. 3, 2019)-4.17%
Best 3-Yr Total Return30.93%
Worst 3-Yr Total Return9.91%

Trailing Returns (%) Vs. Benchmarks

ReturnVIMCXCategory
YTD-0.50%0.61%
1-Month0.74%9.99%
3-Month21.63%6.32%
1-Year8.02%13.84%
3-Year12.45%11.95%
5-Year11.10%9.25%
10-Year14.30%12.58%
Last Bull Market24.43%26.98%
Last Bear Market-16.26%-21.30%

Annual Total Return (%) History

Year
VIMCXCategory
2020
N/AN/A
2019
30.93%32.52%
2018
-4.17%-6.65%
2017
24.95%23.91%
2016
11.29%6.03%
2015
2.40%-0.95%
2014
16.51%7.00%
2013
26.75%34.93%
2012
15.31%14.07%
2011
3.59%-3.96%
2010
18.73%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-18.19%21.63%N/AN/A
201913.62%6.16%1.08%7.40%
20182.01%3.02%5.81%-13.82%
20175.58%3.90%4.73%8.75%
20162.65%1.93%3.70%2.57%
20156.09%-1.00%-8.73%6.82%
20140.45%3.34%1.97%10.06%
201310.26%0.56%5.73%8.12%
201212.02%-3.39%4.01%2.44%
20117.60%1.52%-15.16%11.78%
20107.06%-8.60%8.17%12.17%
200911.11%4.98%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month84
3-Month93
1-Year53
3-Year53
5-Year34

Load Adjusted Returns

1-Year8.02%
3-Year12.45%
5-Year11.10%
10-Year14.30%