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Virtus KAR Mid-Cap Core C (VMCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.20-0.22 (-0.45%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.83%
5-year average return10.28%
Number of years up12
Number of years down2
Best 1-yr total return (17 Apr 2024)29.66%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return29.66%
Worst 3-yr total return6.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVMCCXCategory
YTD5.85%10.80%
1-month2.06%4.43%
3-month5.85%7.00%
1-year20.84%48.17%
3-year6.41%21.26%
5-year12.58%20.18%
10-year11.96%14.07%
Last bull market41.13%27.14%
Last bear market-14.76%-21.26%

Annual total return (%) history

Year
VMCCXCategory
2024
N/AN/A
2023
21.47%N/A
2022
-20.56%N/A
2021
24.01%N/A
2020
24.85%39.26%
2019
29.66%32.52%
2018
-5.12%-6.65%
2017
23.65%23.91%
2016
10.20%6.03%
2015
1.40%-0.95%
2014
15.36%7.00%
2013
25.52%34.93%
2012
14.19%14.07%
2011
2.60%-3.96%
2010
17.48%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.85%N/AN/AN/A
20236.40%6.02%-3.18%11.22%
2022-11.77%-14.76%-3.65%9.63%
20215.11%9.32%-0.12%8.05%
2020-18.39%21.30%7.03%17.83%
201913.37%5.90%0.80%7.13%
20181.78%2.75%5.55%-14.04%
20175.30%3.64%4.48%8.45%
20162.37%1.67%3.47%2.34%
20155.83%-1.23%-8.98%6.58%
20140.21%3.09%1.74%9.76%
201310.03%0.22%5.48%7.92%
201211.76%-3.67%3.77%2.21%
20117.39%1.26%-15.32%11.41%
20106.75%-8.81%7.87%11.88%
200910.93%4.72%N/AN/A

Rank in category (by total return)

YTD86
1-month75
3-month86
1-year66
3-year10
5-year20

Load adjusted returns

1-year19.84%
3-year6.41%
5-year12.58%
10-year11.96%