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Virtus KAR Mid-Cap Core A (VMACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.30+0.48 (+0.88%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.82%
5-Year Average Return11.09%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)30.63%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.63%
Worst 3-Yr Total Return6.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVMACXCategory
YTD-0.64%10.80%
1-Month-6.29%4.43%
3-Month0.33%7.00%
1-Year16.07%48.17%
3-Year2.41%21.26%
5-Year10.76%20.18%
10-Year12.14%14.07%
Last Bull Market25.45%27.14%
Last Bear Market-14.61%-21.26%

Annual Total Return (%) History

Year
VMACXCategory
2024
N/AN/A
2023
22.38%N/A
2022
-19.96%N/A
2021
24.95%N/A
2020
25.76%39.26%
2019
30.63%32.52%
2018
-4.39%-6.65%
2017
24.63%23.91%
2016
10.99%6.03%
2015
2.19%-0.95%
2014
16.22%7.00%
2013
26.41%34.93%
2012
15.10%14.07%
2011
3.45%-3.96%
2010
18.44%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.03%N/AN/AN/A
20236.60%6.21%-2.98%11.42%
2022-11.59%-14.61%-3.45%9.82%
20215.32%9.53%0.06%8.25%
2020-18.25%21.54%7.22%18.04%
201913.54%6.11%0.98%7.37%
20181.94%2.97%5.74%-13.87%
20175.52%3.84%4.68%8.66%
20162.59%1.86%3.61%2.52%
20156.04%-1.05%-8.80%6.79%
20140.41%3.26%1.94%9.97%
201310.21%0.45%5.69%8.04%
201212.06%-3.53%3.96%2.43%
20117.69%1.45%-15.18%11.64%
20107.07%-8.70%8.09%12.09%
200911.11%4.80%N/AN/A

Rank In Category (By Total Return)

YTD82
1-Month54
3-Month87
1-Year58
3-Year13
5-Year18

Load Adjusted Returns

1-Year9.68%
3-Year0.50%
5-Year9.51%
10-Year11.50%