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Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Core R6 (VRMCX)
58.03
+0.20
+(0.35%)
At close: 8:02:19 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -3.39% |
| 5y Average Return | 14.16% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VRMCX | Category Average | VRMCX | Category Average | VRMCX | Category Average | |
| Alpha | -5.48 | 0.01 | -3.96 | 0.01 | -1.56 | -0.02 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.64 | 0.02 | 1.11 | 0.02 | 0.98 | 0.01 |
| R-squared | 83.18 | 0.82 | 85.66 | 0.79 | 86.99 | 0.8 |
| Standard Deviation | 18.15 | 0.23 | 19.21 | 0.19 | 16.14 | 0.17 |
| Sharpe Ratio | 0.18 | 0.01 | 0.55 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | 1.74 | 0.18 | 9.39 | 0.17 | 9.12 | 0.12 |
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