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Virtus KAR Small-Mid Cap Core I (VKSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.53-0.18 (-0.91%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.46%
5-Year Average Return13.13%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 19, 2024)38.81%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return38.81%
Worst 3-Yr Total Return4.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVKSIXCategory
YTD0.05%10.80%
1-Month-6.87%4.43%
3-Month2.80%7.00%
1-Year15.72%48.17%
3-Year-0.02%21.26%
5-Year11.03%20.18%
10-Year0.00%14.07%
Last Bull Market28.31%27.14%
Last Bear Market-17.20%-21.26%

Annual Total Return (%) History

Year
VKSIXCategory
2024
N/AN/A
2023
23.61%N/A
2022
-23.83%N/A
2021
19.52%N/A
2020
33.45%39.26%
2019
38.81%32.52%
2018
N/A-6.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.44%N/AN/AN/A
20238.00%6.86%-4.24%11.85%
2022-12.44%-17.20%-4.93%10.53%
20217.20%5.16%-0.63%6.69%
2020-17.08%28.26%8.36%15.79%
201915.21%9.38%1.14%8.91%
20183.98%6.08%-14.86%N/A

Rank In Category (By Total Return)

YTD76
1-Month73
3-Month56
1-Year61
3-Year36
5-Year16

Load Adjusted Returns

1-Year15.72%
3-Year-0.02%
5-Year11.03%
10-YearN/A