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Virtus KAR Long/Short Equity R6 (VLSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.63-0.04 (-0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.44%
5-Year Average Return9.58%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 4, 2024)38.34%
Worst 1 Yr Total Return (Jun 4, 2024)N/A
Best 3-Yr Total Return38.34%
Worst 3-Yr Total Return1.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVLSRXCategory
YTD1.38%9.18%
1-Month2.50%-0.20%
3-Month-1.56%3.85%
1-Year11.17%22.90%
3-Year1.18%7.45%
5-Year10.13%7.00%
10-Year0.00%4.81%
Last Bull Market17.84%11.80%
Last Bear Market-11.91%-12.04%

Annual Total Return (%) History

Year
VLSRXCategory
2024
N/AN/A
2023
14.08%N/A
2022
-18.28%N/A
2021
12.60%N/A
2020
32.67%7.89%
2019
38.34%11.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.12%N/AN/AN/A
20233.77%5.07%-0.60%5.26%
2022-11.28%-11.91%-0.59%5.18%
2021-2.22%7.87%0.22%6.53%
2020-7.88%22.88%6.56%9.98%
201918.30%7.17%2.28%6.68%

Rank In Category (By Total Return)

YTD91
1-Month54
3-Month93
1-Year74
3-Year69
5-Year21

Load Adjusted Returns

1-Year11.17%
3-Year1.18%
5-Year10.13%
10-YearN/A