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Virtus Ceredex Mid-Cap Value Equity R6 (SMVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.81+0.08 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.34%
5-year average return9.36%
Number of years up5
Number of years down4
Best 1-yr total return (29 May 2024)33.31%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return33.31%
Worst 3-yr total return3.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMVZXCategory
YTD4.55%21.28%
1-month-4.32%-1.96%
3-month5.80%4.90%
1-year15.74%55.83%
3-year3.69%11.08%
5-year7.57%11.93%
10-year8.02%10.64%
Last bull market26.93%25.54%
Last bear market-14.06%-22.08%

Annual total return (%) history

Year
SMVZXCategory
2024
N/AN/A
2023
11.21%N/A
2022
-13.76%N/A
2021
29.34%N/A
2020
-0.97%2.63%
2019
33.31%25.18%
2018
-7.58%-12.86%
2017
11.98%13.22%
2016
20.53%18.06%
2015
-5.63%-5.41%
2014
N/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.27%N/AN/AN/A
2023-0.46%4.28%-4.28%11.94%
2022-6.16%-14.06%-4.70%12.21%
202111.59%7.29%-1.95%10.18%
2020-34.06%20.23%6.28%17.53%
201914.31%4.43%3.18%8.23%
2018-0.79%3.86%3.35%-13.21%
20175.23%1.52%-0.11%4.94%
20162.83%2.10%6.42%7.87%
20150.51%-1.31%-10.38%6.16%
20144.90%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month24
3-month15
1-year38
3-year64
5-year68

Load adjusted returns

1-year15.74%
3-year3.69%
5-year7.57%
10-year8.02%