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Virtus Ceredex Mid-Cap Value Equity I (SMVTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.61+0.15 (+1.20%)
At close: 06:06PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.59%
5-year average return7.58%
Number of years up15
Number of years down7
Best 1-yr total return (2 May 2024)46.98%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.98%
Worst 3-yr total return3.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMVTXCategory
YTD4.49%21.28%
1-month-4.34%-1.96%
3-month5.75%4.90%
1-year15.52%55.83%
3-year3.46%11.08%
5-year7.32%11.93%
10-year7.75%10.64%
Last bull market26.88%25.54%
Last bear market-14.06%-22.08%

Annual total return (%) history

Year
SMVTXCategory
2024
N/AN/A
2023
10.97%N/A
2022
-13.92%N/A
2021
28.99%N/A
2020
-1.20%2.63%
2019
33.08%25.18%
2018
-7.83%-12.86%
2017
11.68%13.22%
2016
20.16%18.06%
2015
-6.00%-5.41%
2014
11.00%9.31%
2013
31.21%35.14%
2012
21.79%16.60%
2011
-7.31%-3.96%
2010
27.66%21.92%
2009
46.98%35.41%
2008
-34.79%-36.77%
2007
5.43%0.83%
2006
21.97%15.87%
2005
9.46%8.82%
2004
20.21%17.85%
2003
29.51%33.85%
2002
-21.26%-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.24%N/AN/AN/A
2023-0.56%4.21%-4.22%11.80%
2022-6.19%-14.06%-4.83%12.19%
202111.48%7.25%-1.96%10.04%
2020-34.13%20.18%6.21%17.53%
201914.34%4.35%3.11%8.18%
2018-0.87%3.78%3.36%-13.32%
20175.16%1.45%-0.25%4.95%
20162.66%2.11%6.35%7.78%
20150.37%-1.38%-10.41%6.00%
20143.37%6.25%-3.61%4.84%
201311.15%1.30%7.63%8.27%
201213.06%-4.84%6.76%6.02%
20117.29%-1.46%-24.11%15.52%
201012.36%-11.09%11.15%14.97%
2009-5.82%19.05%24.79%5.04%
2008-10.39%-2.46%-2.62%-23.38%
20074.69%7.69%-1.43%-5.13%
20068.70%-0.51%2.65%9.88%
2005-0.42%1.04%4.98%3.63%
20045.89%2.82%-0.78%11.27%
2003-8.23%17.79%5.09%14.01%
20026.75%-10.21%-23.08%6.79%

Rank in category (by total return)

YTD18
1-month25
3-month16
1-year41
3-year67
5-year72

Load adjusted returns

1-year15.52%
3-year3.46%
5-year7.32%
10-year7.75%