Nasdaq - Delayed Quote USD

Virtus KAR Small-Mid Cap Core C (VKSCX)

18.68
-0.47
(-2.45%)
At close: 6:07:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.06%
5y Average Return 10.05%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 37.56%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 37.56%
Worst 3Y Total Return -0.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VKSCX
Category
YTD
-6.28%
10.80%
1-Month
-2.84%
4.43%
3-Month
-9.89%
7.00%
1-Year
1.49%
48.17%
3-Year
5.19%
21.26%
5-Year
9.54%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
16.78%
27.14%
Last Bear Market
-17.43%
-21.26%

Annual Total Return (%) History

Year
VKSCX
Category
2025
--
--
2024
7.98%
--
2023
22.35%
--
2022
-24.59%
--
2021
18.28%
--
2020
32.07%
39.26%
2019
37.56%
32.52%
2018
--
-6.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.54% -- -- --
2024 7.20% -5.29% 10.28% -3.56%
2023 7.77% 6.57% -4.47% 11.51%
2022 -12.61% -17.43% -5.22% 10.25%
2021 6.97% 4.86% -0.87% 6.38%
2020 -17.29% 27.93% 8.09% 15.47%
2019 15.00% 9.08% 0.97% 8.60%
2018 3.78% 5.81% -15.13% --

Rank in Category (By Total Return)

YTD 38
1-Month 98
3-Month 29
1-Year 64
3-Year 60
5-Year 46

Load Adjusted Returns

1-Year 0.49%
3-Year 5.19%
5-Year 9.54%
10-Year --

Performance & Risk

YTD Return 1.06%
5y Average Return 10.05%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.05B
YTD Return -6.28%
Yield 0.00%
Morningstar Rating
Inception Date Mar 07, 2018

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

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