Nasdaq - Delayed Quote • USD
Virtus KAR Long/Short Equity A (VLSAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.25% |
| 5y Average Return | 9.27% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Sep 27, 2024) | 38.07% |
| Worst 1Y Total Return (Sep 27, 2024) | -- |
| Best 3Y Total Return | 38.07% |
| Worst 3Y Total Return | 1.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VLSAX
Category
- YTD
- 4.61%
- 9.18%
- 1-Month
- 3.17%
- -0.20%
- 3-Month
- 3.34%
- 3.85%
- 1-Year
- 6.76%
- 22.90%
- 3-Year
- -0.38%
- 7.45%
- 5-Year
- 8.65%
- 7.00%
- 10-Year
- 0.00%
- 4.81%
- Last Bull Market
- 17.68%
- 11.80%
- Last Bear Market
- -11.99%
- -12.04%
Annual Total Return (%) History
Year
VLSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.01% | -4.47% | -- | -- |
| 2023 | 3.69% | 5.02% | -0.73% | 5.22% |
| 2022 | -11.39% | -11.99% | -0.66% | 5.11% |
| 2021 | -2.30% | 7.81% | 0.11% | 6.48% |
| 2020 | -7.98% | 22.81% | 6.39% | 9.92% |
| 2019 | 18.32% | 7.09% | 2.21% | 6.61% |
Rank in Category (By Total Return)
| YTD | 87 |
| 1-Month | 11 |
| 3-Month | 50 |
| 1-Year | 89 |
| 3-Year | 79 |
| 5-Year | 39 |
Load Adjusted Returns
| 1-Year | 0.89% |
| 3-Year | -2.24% |
| 5-Year | 7.42% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.25% |
| 5y Average Return | 9.27% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | Long-Short Equity |
| Fund Family | Virtus |
| Net Assets | 62.66M |
| YTD Return | 4.61% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 06, 2018 |
Fund Summary
Normally, the fund invests at least 80% of its assets in equity securities and equity-related instruments, in long and short positions of U.S.-listed equity securities of any capitalization. Its investments may include securities of U.S. and foreign issuers, including securities of issuers in emerging market countries and securities denominated in a currency other than the U.S. dollar. The fund may invest in derivative instruments, such as options or futures, as an alternative method to take a short position consistent with the fund's investment strategy described herein. It is non-diversified.
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