Canada markets closed

Virtus KAR Small-Cap Value R6 (VQSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.17+0.01 (+0.04%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.94%
5-Year Average Return7.71%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 5, 2024)28.22%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return28.22%
Worst 3-Yr Total Return2.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVQSRXCategory
YTD-4.39%12.40%
1-Month-8.01%3.37%
3-Month-1.98%4.88%
1-Year11.69%55.69%
3-Year-4.57%19.34%
5-Year7.17%20.72%
10-Year8.25%13.98%
Last Bull Market25.61%27.85%
Last Bear Market-12.61%-24.06%

Annual Total Return (%) History

Year
VQSRXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20243.94%N/AN/AN/A
20232.70%4.10%-3.01%14.95%
2022-14.19%-12.61%-5.43%6.83%
202113.15%2.13%-3.39%7.11%
2020-22.07%28.51%3.68%23.48%
201910.87%3.13%3.26%5.84%
2018-2.64%1.63%4.05%-18.24%
20174.63%1.87%6.78%4.60%

Rank In Category (By Total Return)

YTD92
1-Month85
3-Month93
1-Year49
3-Year52
5-Year38

Load Adjusted Returns

1-Year11.69%
3-Year-4.57%
5-Year7.17%
10-Year8.25%