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Nasdaq - Delayed Quote USD

Virtus KAR Equity Income Fund (VECRX)

20.42
-0.05
(-0.24%)
At close: 8:02:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.20%
5y Average Return 11.00%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 28.48%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 28.48%
Worst 3Y Total Return 2.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VECRX
Category
YTD
2.75%
4.44%
1-Month
-1.67%
-4.04%
3-Month
2.75%
4.09%
1-Year
7.19%
14.37%
3-Year
3.70%
6.04%
5-Year
13.77%
9.20%
10-Year
9.03%
8.57%
Last Bull Market
15.09%
22.97%
Last Bear Market
-4.07%
-11.27%

Annual Total Return (%) History

Year
VECRX
Category
2025
--
--
2024
9.47%
--
2023
1.43%
11.63%
2022
-2.38%
-5.90%
2021
17.36%
26.22%
2020
14.83%
2.91%
2019
28.48%
25.04%
2018
--
-8.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.75% -- -- --
2024 4.93% -2.12% 10.78% -3.79%
2023 -1.15% -1.00% -4.26% 8.26%
2022 -0.14% -4.07% -9.49% 12.58%
2021 7.13% 3.60% -1.69% 7.56%
2020 -21.28% 19.95% 10.07% 10.48%
2019 13.27% 2.23% 1.98% 8.79%
2018 4.03% 8.51% -15.79% --

Rank in Category (By Total Return)

YTD 28
1-Month 18
3-Month 28
1-Year 42
3-Year 93
5-Year 88

Load Adjusted Returns

1-Year 7.19%
3-Year 3.70%
5-Year 13.77%
10-Year 9.03%

Performance & Risk

YTD Return 2.20%
5y Average Return 11.00%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Virtus
Net Assets 118.85M
YTD Return 2.75%
Yield 3.04%
Morningstar Rating
Inception Date Sep 25, 1997

Fund Summary

The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.

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