Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Core C (VMCCX)

50.33 -0.61 (-1.20%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.75%
5y Average Return 10.49%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 29.66%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 29.66%
Worst 3Y Total Return 6.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VMCCX
Category
YTD
6.66%
10.80%
1-Month
2.81%
4.43%
3-Month
5.20%
7.00%
1-Year
12.43%
48.17%
3-Year
2.18%
21.26%
5-Year
11.41%
20.18%
10-Year
11.43%
14.07%
Last Bull Market
25.05%
27.14%
Last Bear Market
-14.76%
-21.26%

Annual Total Return (%) History

Year
VMCCX
Category
2024
--
--
2023
21.47%
--
2022
-20.56%
--
2021
24.01%
--
2020
24.85%
39.26%
2019
29.66%
32.52%
2018
-5.12%
-6.65%
2017
23.65%
23.91%

2016
10.20%
6.03%
2015
1.40%
-0.95%
2014
15.36%
7.00%
2013
25.52%
34.93%
2012
14.19%
14.07%
2011
2.60%
-3.96%
2010
17.48%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.85% -5.25% -- --
2023 6.40% 6.02% -3.18% 11.22%
2022 -11.77% -14.76% -3.65% 9.63%
2021 5.11% 9.32% -0.12% 8.05%
2020 -18.39% 21.30% 7.03% 17.83%
2019 13.37% 5.90% 0.80% 7.13%
2018 1.78% 2.75% 5.55% -14.04%
2017 5.30% 3.64% 4.48% 8.45%
2016 2.37% 1.67% 3.47% 2.34%
2015 5.83% -1.23% -8.98% 6.58%

2014 0.21% 3.09% 1.74% 9.76%
2013 10.03% 0.22% 5.48% 7.92%
2012 11.76% -3.67% 3.77% 2.21%
2011 7.39% 1.26% -15.32% 11.41%
2010 6.75% -8.81% 7.87% 11.88%
2009 10.93% 4.72% -- --

Rank in Category (By Total Return)

YTD 75
1-Month 21
3-Month 38
1-Year 77
3-Year 18
5-Year 24

Load Adjusted Returns

1-Year 11.43%
3-Year 2.18%
5-Year 11.41%
10-Year 11.43%

Performance & Risk

YTD Return 3.75%
5y Average Return 10.49%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.83B
YTD Return 6.66%
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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