Nasdaq - Delayed Quote USD
Virtus KAR Small-Mid Cap Core R6 (VKSRX)
18.78
+0.17
+(0.91%)
As of 8:07:19 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -7.94% |
| 5y Average Return | 10.97% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VKSRX | Category Average | VKSRX | Category Average | VKSRX | Category Average | |
| Alpha | -4.38 | 0.01 | -4.81 | 0.01 | -- | -0.02 |
| BETA | 1.11 | 0.01 | 1.08 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.53 | 0.02 | 1.26 | 0.02 | -- | 0.01 |
| R-squared | 82.96 | 0.82 | 82.78 | 0.79 | -- | 0.8 |
| Standard Deviation | 21.03 | 0.23 | 20.12 | 0.19 | -- | 0.17 |
| Sharpe Ratio | 0.09 | 0.01 | 0.61 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.22 | 0.18 | 10.27 | 0.17 | -- | 0.12 |
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