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Virtus KAR Small-Cap Core R6 (VSCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.17+0.30 (+0.55%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.12%
5-year average return15.30%
Number of years up7
Number of years down2
Best 1-yr total return (14 May 2024)40.27%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return40.27%
Worst 3-yr total return8.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSCRXCategory
YTD-0.50%10.80%
1-month-7.89%4.43%
3-month1.17%7.00%
1-year18.68%48.17%
3-year8.12%21.26%
5-year12.99%20.18%
10-year15.40%14.07%
Last bull market27.85%27.14%
Last bear market-7.05%-21.26%

Annual total return (%) history

Year
VSCRXCategory
2024
N/AN/A
2023
32.46%N/A
2022
-10.78%N/A
2021
19.03%N/A
2020
21.45%39.26%
2019
40.27%32.52%
2018
-1.82%-6.65%
2017
35.06%23.91%
2016
17.54%6.03%
2015
1.20%-0.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.03%N/AN/AN/A
202310.59%5.40%-0.75%14.49%
2022-9.25%-7.05%-2.34%8.30%
20216.69%3.75%0.00%7.53%
2020-18.27%18.44%7.53%16.67%
201921.41%5.23%3.77%5.81%
20186.01%4.74%3.80%-14.81%
20175.65%6.89%8.65%10.07%
20162.90%4.24%2.67%6.73%
20153.71%-0.63%-8.76%7.62%

Rank in category (by total return)

YTD81
1-month90
3-month79
1-year40
3-year1
5-year5

Load adjusted returns

1-year18.68%
3-year8.12%
5-year12.99%
10-year15.40%