UK markets closed

Virtus KAR Small-Mid Cap Core A (VKSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.77-0.05 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.17%
5-year average return10.49%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)38.52%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.52%
Worst 3-yr total return3.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVKSAXCategory
YTD1.95%10.80%
1-month-0.90%4.43%
3-month-5.10%7.00%
1-year9.00%48.17%
3-year0.35%21.26%
5-year10.76%20.18%
10-year0.00%14.07%
Last bull market28.26%27.14%
Last bear market-17.31%-21.26%

Annual total return (%) history

Year
VKSAXCategory
2024
N/AN/A
2023
23.29%N/A
2022
-24.05%N/A
2021
19.16%N/A
2020
33.07%39.26%
2019
38.52%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.44%-5.10%N/AN/A
20238.03%6.75%-4.29%11.70%
2022-12.46%-17.31%-4.99%10.42%
20217.19%5.03%-0.69%6.58%
2020-17.13%28.17%8.25%15.73%
201915.23%9.20%1.14%8.85%
20183.98%5.89%-14.89%N/A

Rank in category (by total return)

YTD75
1-month83
3-month74
1-year73
3-year28
5-year20

Load adjusted returns

1-year3.00%
3-year-1.52%
5-year9.51%
10-yearN/A