Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Core A (VMACX)

57.92
-0.51
(-0.87%)
At close: May 30 at 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.53%
5y Average Return 10.70%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 30.63%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 30.63%
Worst 3Y Total Return 0.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VMACX
Category
YTD
-4.40%
10.80%
1-Month
-0.95%
4.43%
3-Month
-7.90%
7.00%
1-Year
0.95%
48.17%
3-Year
5.93%
21.26%
5-Year
11.12%
20.18%
10-Year
10.08%
14.07%
Last Bull Market
13.49%
27.14%
Last Bear Market
-14.61%
-21.26%

Annual Total Return (%) History

Year
VMACX
Category
2025
--
--
2024
4.92%
--
2023
22.38%
--
2022
-19.96%
--
2021
24.95%
--
2020
25.76%
39.26%
2019
30.63%
32.52%
2018
-4.39%
-6.65%

2017
24.63%
23.91%
2016
10.99%
6.03%
2015
2.19%
-0.95%
2014
16.22%
7.00%
2013
26.41%
34.93%
2012
15.10%
14.07%
2011
3.45%
-3.96%
2010
18.44%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.48% -- -- --
2024 6.03% -5.07% 8.62% -4.04%
2023 6.60% 6.21% -2.98% 11.42%
2022 -11.59% -14.61% -3.45% 9.82%
2021 5.32% 9.53% 0.06% 8.25%
2020 -18.25% 21.54% 7.22% 18.04%
2019 13.54% 6.11% 0.98% 7.37%
2018 1.94% 2.97% 5.74% -13.87%
2017 5.52% 3.84% 4.68% 8.66%
2016 2.59% 1.86% 3.61% 2.52%

2015 6.04% -1.05% -8.80% 6.79%
2014 0.41% 3.26% 1.94% 9.97%
2013 10.21% 0.45% 5.69% 8.04%
2012 12.06% -3.53% 3.96% 2.43%
2011 7.69% 1.45% -15.18% 11.64%
2010 7.07% -8.70% 8.09% 12.09%
2009 11.11% 4.80% -- --

Rank in Category (By Total Return)

YTD 19
1-Month 83
3-Month 10
1-Year 65
3-Year 52
5-Year 30

Load Adjusted Returns

1-Year -4.60%
3-Year 3.96%
5-Year 9.87%
10-Year 9.46%

Performance & Risk

YTD Return 1.53%
5y Average Return 10.70%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.61B
YTD Return -4.40%
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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