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Virtus KAR Small-Cap Core R6 (VSCRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.04+0.73 (+1.37%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.33%
5-Year Average Return13.79%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 5, 2024)40.27%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return40.27%
Worst 3-Yr Total Return8.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSCRXCategory
YTD-0.50%10.80%
1-Month-7.89%4.43%
3-Month1.17%7.00%
1-Year18.68%48.17%
3-Year8.12%21.26%
5-Year12.99%20.18%
10-Year15.40%14.07%
Last Bull Market27.85%27.14%
Last Bear Market-7.05%-21.26%

Annual Total Return (%) History

Year
VSCRXCategory
2024
N/AN/A
2023
32.46%N/A
2022
-10.78%N/A
2021
19.03%N/A
2020
21.45%39.26%
2019
40.27%32.52%
2018
-1.82%-6.65%
2017
35.06%23.91%
2016
17.54%6.03%
2015
1.20%-0.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.03%N/AN/AN/A
202310.59%5.40%-0.75%14.49%
2022-9.25%-7.05%-2.34%8.30%
20216.69%3.75%0.00%7.53%
2020-18.27%18.44%7.53%16.67%
201921.41%5.23%3.77%5.81%
20186.01%4.74%3.80%-14.81%
20175.65%6.89%8.65%10.07%
20162.90%4.24%2.67%6.73%
20153.71%-0.63%-8.76%7.62%

Rank In Category (By Total Return)

YTD81
1-Month90
3-Month79
1-Year40
3-Year1
5-Year5

Load Adjusted Returns

1-Year18.68%
3-Year8.12%
5-Year12.99%
10-Year15.40%