Nasdaq - Delayed Quote • USD
Virtus KAR Mid-Cap Core I (VIMCX)
At close: 8:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 4.45% |
5y Average Return | 11.60% |
Number of Years Up | 12 |
Number of Years Down | 2 |
Best 1Y Total Return (Sep 5, 2024) | 30.93% |
Worst 1Y Total Return (Sep 5, 2024) | -- |
Best 3Y Total Return | 30.93% |
Worst 3Y Total Return | 7.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VIMCX
Category
- YTD
- 7.37%
- 10.80%
- 1-Month
- 2.90%
- 4.43%
- 3-Month
- 5.45%
- 7.00%
- 1-Year
- 13.57%
- 48.17%
- 3-Year
- 3.21%
- 21.26%
- 5-Year
- 12.52%
- 20.18%
- 10-Year
- 12.55%
- 14.07%
- Last Bull Market
- 25.56%
- 27.14%
- Last Bear Market
- -14.55%
- -21.26%
Annual Total Return (%) History
Year
VIMCX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 6.10% | -5.01% | -- | -- |
2023 | 6.65% | 6.29% | -2.93% | 11.49% |
2022 | -11.54% | -14.55% | -3.41% | 9.91% |
2021 | 5.39% | 9.58% | 0.13% | 8.33% |
2020 | -18.19% | 21.63% | 7.29% | 18.13% |
2019 | 13.62% | 6.16% | 1.08% | 7.40% |
2018 | 2.01% | 3.02% | 5.81% | -13.82% |
2017 | 5.58% | 3.90% | 4.73% | 8.75% |
2016 | 2.65% | 1.93% | 3.70% | 2.57% |
2015 | 6.09% | -1.00% | -8.73% | 6.82% |
2014 | 0.45% | 3.34% | 1.97% | 10.06% |
2013 | 10.26% | 0.56% | 5.73% | 8.12% |
2012 | 12.02% | -3.39% | 4.01% | 2.44% |
2011 | 7.60% | 1.52% | -15.16% | 11.78% |
2010 | 7.06% | -8.60% | 8.17% | 12.17% |
2009 | 11.11% | 4.98% | -- | -- |
Rank in Category (By Total Return)
YTD | 69 |
1-Month | 19 |
3-Month | 34 |
1-Year | 73 |
3-Year | 12 |
5-Year | 11 |
Load Adjusted Returns
1-Year | 13.57% |
3-Year | 3.21% |
5-Year | 12.52% |
10-Year | 12.55% |
Performance & Risk
YTD Return | 4.45% |
5y Average Return | 11.60% |
Rank in Category (ytd) | 69 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.97 |
Morningstar Risk Rating |
Fund Overview
Category | Mid-Cap Growth |
Fund Family | Virtus |
Net Assets | 2.83B |
YTD Return | 7.37% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Jun 22, 2009 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500?® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
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