Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Core R6 (VSCRX)

55.97 -0.50 (-0.89%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.97%
5y Average Return 14.06%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 40.27%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 40.27%
Worst 3Y Total Return 8.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VSCRX
Category
YTD
11.63%
10.80%
1-Month
0.15%
4.43%
3-Month
8.19%
7.00%
1-Year
21.67%
48.17%
3-Year
11.12%
21.26%
5-Year
15.27%
20.18%
10-Year
16.12%
14.07%
Last Bull Market
27.85%
27.14%
Last Bear Market
-7.05%
-21.26%

Annual Total Return (%) History

Year
VSCRX
Category
2024
--
--
2023
32.46%
--
2022
-10.78%
--
2021
19.03%
--
2020
21.45%
39.26%
2019
40.27%
32.52%
2018
-1.82%
-6.65%
2017
35.06%
23.91%

2016
17.54%
6.03%
2015
1.20%
-0.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.03% -4.88% -- --
2023 10.59% 5.40% -0.75% 14.49%
2022 -9.25% -7.05% -2.34% 8.30%
2021 6.69% 3.75% 0.00% 7.53%
2020 -18.27% 18.44% 7.53% 16.67%
2019 21.41% 5.23% 3.77% 5.81%
2018 6.01% 4.74% 3.80% -14.81%
2017 5.65% 6.89% 8.65% 10.07%
2016 2.90% 4.24% 2.67% 6.73%
2015 3.71% -0.63% -8.76% 7.62%

Rank in Category (By Total Return)

YTD 32
1-Month 85
3-Month 11
1-Year 17
3-Year 3
5-Year 5

Load Adjusted Returns

1-Year 21.67%
3-Year 11.12%
5-Year 15.27%
10-Year 16.12%

Performance & Risk

YTD Return 7.97%
5y Average Return 14.06%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.27B
YTD Return 11.63%
Yield 0.52%
Morningstar Rating
Inception Date Aug 30, 2002

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

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