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Virtus KAR Emerging Markets Small-Cap I (VIESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.20-0.03 (-0.20%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.77%
5-year average return6.39%
Number of years up6
Number of years down4
Best 1-yr total return (30 Jun 2024)38.88%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return38.88%
Worst 3-yr total return-2.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVIESXCategory
YTD4.19%8.73%
1-month2.26%1.20%
3-month2.05%5.47%
1-year18.54%41.79%
3-year-2.23%11.48%
5-year7.80%12.18%
10-year6.18%4.39%
Last bull market20.64%17.73%
Last bear market-14.18%-25.55%

Annual total return (%) history

Year
VIESXCategory
2024
N/AN/A
2023
21.83%N/A
2022
-22.92%N/A
2021
-1.65%N/A
2020
38.88%17.90%
2019
18.28%19.25%
2018
-5.40%-16.07%
2017
31.01%34.17%
2016
16.14%8.47%
2015
-16.51%-13.79%
2014
0.48%-3.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.92%N/AN/AN/A
20236.67%3.17%-0.97%11.79%
2022-12.25%-14.18%-4.64%7.34%
2021-1.72%7.29%-3.64%-3.20%
2020-20.54%34.75%10.29%17.60%
201912.67%0.49%-2.09%6.70%
20186.79%-2.17%-3.78%-5.88%
201712.95%9.19%-0.54%6.81%
20164.07%4.88%8.38%-1.82%
2015-1.35%0.95%-17.92%2.13%
2014-0.10%6.74%-2.54%-3.31%

Rank in category (by total return)

YTD49
1-month27
3-month76
1-year26
3-year30
5-year13

Load adjusted returns

1-year18.54%
3-year-2.23%
5-year7.80%
10-year6.18%