Nasdaq - Delayed Quote USD

Virtus KAR Small-Mid Cap Core C (VKSCX)

18.32 -0.24 (-1.29%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.28%
5y Average Return 10.78%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Sep 5, 2024) 37.56%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 37.56%
Worst 3Y Total Return 2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VKSCX
Category
YTD
8.17%
10.80%
1-Month
1.49%
4.43%
3-Month
5.48%
7.00%
1-Year
15.09%
48.17%
3-Year
0.03%
21.26%
5-Year
11.74%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
27.79%
27.14%
Last Bear Market
-17.43%
-21.26%

Annual Total Return (%) History

Year
VKSCX
Category
2024
--
--
2023
22.35%
--
2022
-24.59%
--
2021
18.28%
--
2020
32.07%
39.26%
2019
37.56%
32.52%
2018
--
-6.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.20% -5.29% -- --
2023 7.77% 6.57% -4.47% 11.51%
2022 -12.61% -17.43% -5.22% 10.25%
2021 6.97% 4.86% -0.87% 6.38%
2020 -17.29% 27.93% 8.09% 15.47%
2019 15.00% 9.08% 0.97% 8.60%
2018 3.78% 5.81% -15.13% --

Rank in Category (By Total Return)

YTD 63
1-Month 62
3-Month 33
1-Year 61
3-Year 32
5-Year 18

Load Adjusted Returns

1-Year 14.09%
3-Year 0.03%
5-Year 11.74%
10-Year --

Performance & Risk

YTD Return 5.28%
5y Average Return 10.78%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.13B
YTD Return 8.17%
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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