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Virtus Ceredex Small-Cap Value Eq R6 (VVERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.770.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.16%
5-Year Average Return7.09%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 2, 2024)27.61%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.61%
Worst 3-Yr Total Return5.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVVERXCategory
YTD2.68%20.19%
1-Month-1.92%0.02%
3-Month-1.43%4.36%
1-Year11.40%60.18%
3-Year4.69%11.32%
5-Year7.37%13.88%
10-Year6.47%11.19%
Last Bull Market20.09%27.98%
Last Bear Market-12.44%-24.08%

Annual Total Return (%) History

Year
VVERXCategory
2024
N/AN/A
2023
14.97%N/A
2022
-9.79%N/A
2021
27.61%N/A
2020
1.19%10.99%
2019
N/A23.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.17%-1.43%N/AN/A
20233.77%2.12%-1.63%10.29%
2022-6.68%-12.44%-3.16%14.00%
202114.61%3.34%0.61%7.10%
2020-33.84%17.45%2.38%27.20%
20192.04%1.30%2.45%N/A

Rank In Category (By Total Return)

YTD38
1-Month69
3-Month11
1-Year35
3-Year11
5-Year67

Load Adjusted Returns

1-Year11.40%
3-Year4.69%
5-Year7.37%
10-Year6.47%