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Virtus KAR Mid-Cap Core A (VMACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.26+0.52 (+0.93%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return11.70%
Number of years up12
Number of years down2
Best 1-yr total return (7 May 2024)30.63%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return30.63%
Worst 3-yr total return6.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVMACXCategory
YTD-0.64%10.80%
1-month-6.29%4.43%
3-month0.33%7.00%
1-year16.07%48.17%
3-year2.41%21.26%
5-year10.76%20.18%
10-year12.14%14.07%
Last bull market25.45%27.14%
Last bear market-14.61%-21.26%

Annual total return (%) history

Year
VMACXCategory
2024
N/AN/A
2023
22.38%N/A
2022
-19.96%N/A
2021
24.95%N/A
2020
25.76%39.26%
2019
30.63%32.52%
2018
-4.39%-6.65%
2017
24.63%23.91%
2016
10.99%6.03%
2015
2.19%-0.95%
2014
16.22%7.00%
2013
26.41%34.93%
2012
15.10%14.07%
2011
3.45%-3.96%
2010
18.44%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.03%N/AN/AN/A
20236.60%6.21%-2.98%11.42%
2022-11.59%-14.61%-3.45%9.82%
20215.32%9.53%0.06%8.25%
2020-18.25%21.54%7.22%18.04%
201913.54%6.11%0.98%7.37%
20181.94%2.97%5.74%-13.87%
20175.52%3.84%4.68%8.66%
20162.59%1.86%3.61%2.52%
20156.04%-1.05%-8.80%6.79%
20140.41%3.26%1.94%9.97%
201310.21%0.45%5.69%8.04%
201212.06%-3.53%3.96%2.43%
20117.69%1.45%-15.18%11.64%
20107.07%-8.70%8.09%12.09%
200911.11%4.80%N/AN/A

Rank in category (by total return)

YTD82
1-month54
3-month87
1-year58
3-year13
5-year18

Load adjusted returns

1-year9.68%
3-year0.50%
5-year9.51%
10-year11.50%