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Virtus KAR Small-Cap Growth R6 (VRSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.83+0.08 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.90%
5-year average return4.99%
Number of years up4
Number of years down1
Best 1-yr total return (17 Jun 2024)43.44%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return43.44%
Worst 3-yr total return-4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVRSGXCategory
YTD-3.62%12.40%
1-month1.61%3.37%
3-month-4.58%4.88%
1-year10.34%55.69%
3-year-4.77%19.34%
5-year5.96%20.72%
10-year13.97%13.98%
Last bull market19.67%27.85%
Last bear market-13.42%-24.06%

Annual total return (%) history

Year
VRSGXCategory
2024
N/AN/A
2023
20.50%N/A
2022
-30.16%N/A
2021
4.42%N/A
2020
43.44%38.62%
2019
40.38%27.68%
2018
N/A-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.85%N/AN/AN/A
202313.70%-0.42%0.45%5.95%
2022-15.50%-13.42%-6.08%1.65%
2021-1.97%4.29%1.40%0.72%
2020-17.24%34.48%10.53%16.60%
201922.21%8.15%-2.04%8.43%
201811.48%2.18%-11.50%N/A

Rank in category (by total return)

YTD96
1-month95
3-month91
1-year89
3-year68
5-year89

Load adjusted returns

1-year10.34%
3-year-4.77%
5-year5.96%
10-year13.97%