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Nasdaq - Delayed Quote USD
Virtus KAR Small-Mid Cap Core A (VKSAX)
19.57
+0.21
+(1.08%)
At close: 6:47:19 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.41% |
| 5y Average Return | 13.50% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Mar 31, 2025) | 38.52% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 38.52% |
| Worst 3Y Total Return | 0.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VKSAX
Category
- YTD
- 1.30%
- 10.80%
- 1-Month
- -2.65%
- 4.43%
- 3-Month
- -5.98%
- 7.00%
- 1-Year
- 5.99%
- 48.17%
- 3-Year
- 6.11%
- 21.26%
- 5-Year
- 10.90%
- 20.18%
- 10-Year
- 0.00%
- 14.07%
- Last Bull Market
- 17.26%
- 27.14%
- Last Bear Market
- -17.31%
- -21.26%
Annual Total Return (%) History
Year
VKSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.44% | -5.10% | 10.44% | -3.34% |
| 2023 | 8.03% | 6.75% | -4.29% | 11.70% |
| 2022 | -12.46% | -17.31% | -4.99% | 10.42% |
| 2021 | 7.19% | 5.03% | -0.69% | 6.58% |
| 2020 | -17.13% | 28.17% | 8.25% | 15.73% |
| 2019 | 15.23% | 9.20% | 1.14% | 8.85% |
| 2018 | 3.98% | 5.89% | -14.89% | -- |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 7 |
| 3-Month | 29 |
| 1-Year | 53 |
| 3-Year | 31 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | 0.16% |
| 3-Year | 4.12% |
| 5-Year | 9.65% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -3.41% |
| 5y Average Return | 13.50% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Virtus |
| Net Assets | 2.2B |
| YTD Return | 1.30% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 07, 2018 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
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