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Virtus KAR Small-Cap Value R6 (VQSRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.17
+0.01
(+0.04%)
At close: 06:45PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
-0.94%
5-Year Average Return
7.71%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (May 5, 2024)
28.22%
Worst 1 Yr Total Return (May 5, 2024)
N/A
Best 3-Yr Total Return
28.22%
Worst 3-Yr Total Return
2.60%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
VQSRX
Category
YTD
-4.39%
12.40%
1-Month
-8.01%
3.37%
3-Month
-1.98%
4.88%
1-Year
11.69%
55.69%
3-Year
-4.57%
19.34%
5-Year
7.17%
20.72%
10-Year
8.25%
13.98%
Last Bull Market
25.61%
27.85%
Last Bear Market
-12.61%
-24.06%
Annual Total Return (%) History
Year
VQSRX
Category
2024
N/A
N/A
2023
19.19%
N/A
2022
-24.23%
N/A
2021
19.58%
N/A
2020
28.22%
38.62%
2019
24.96%
27.68%
2018
-15.83%
-5.76%
2017
19.04%
21.50%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.94%
N/A
N/A
N/A
2023
2.70%
4.10%
-3.01%
14.95%
2022
-14.19%
-12.61%
-5.43%
6.83%
2021
13.15%
2.13%
-3.39%
7.11%
2020
-22.07%
28.51%
3.68%
23.48%
2019
10.87%
3.13%
3.26%
5.84%
2018
-2.64%
1.63%
4.05%
-18.24%
2017
4.63%
1.87%
6.78%
4.60%
Rank In Category (By Total Return)
YTD
92
1-Month
85
3-Month
93
1-Year
49
3-Year
52
5-Year
38
Load Adjusted Returns
1-Year
11.69%
3-Year
-4.57%
5-Year
7.17%
10-Year
8.25%
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