Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Core C (VMCCX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.86% |
| 5y Average Return | 11.26% |
| Number of Years Up | 12 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 23, 2024) | 29.66% |
| Worst 1Y Total Return (Oct 23, 2024) | -- |
| Best 3Y Total Return | 29.66% |
| Worst 3Y Total Return | 6.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
VMCCX
Category
- YTD
- 8.72%
- 10.80%
- 1-Month
- 1.93%
- 4.43%
- 3-Month
- 8.41%
- 7.00%
- 1-Year
- 20.91%
- 48.17%
- 3-Year
- 4.27%
- 21.26%
- 5-Year
- 11.71%
- 20.18%
- 10-Year
- 11.72%
- 14.07%
- Last Bull Market
- 25.05%
- 27.14%
- Last Bear Market
- -14.76%
- -21.26%
Annual Total Return (%) History
Year
VMCCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.85% | -5.25% | 8.41% | -- |
| 2023 | 6.40% | 6.02% | -3.18% | 11.22% |
| 2022 | -11.77% | -14.76% | -3.65% | 9.63% |
| 2021 | 5.11% | 9.32% | -0.12% | 8.05% |
| 2020 | -18.39% | 21.30% | 7.03% | 17.83% |
| 2019 | 13.37% | 5.90% | 0.80% | 7.13% |
| 2018 | 1.78% | 2.75% | 5.55% | -14.04% |
| 2017 | 5.30% | 3.64% | 4.48% | 8.45% |
| 2016 | 2.37% | 1.67% | 3.47% | 2.34% |
| 2015 | 5.83% | -1.23% | -8.98% | 6.58% |
| 2014 | 0.21% | 3.09% | 1.74% | 9.76% |
| 2013 | 10.03% | 0.22% | 5.48% | 7.92% |
| 2012 | 11.76% | -3.67% | 3.77% | 2.21% |
| 2011 | 7.39% | 1.26% | -15.32% | 11.41% |
| 2010 | 6.75% | -8.81% | 7.87% | 11.88% |
| 2009 | 10.93% | 4.72% | -- | -- |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 61 |
| 3-Month | 23 |
| 1-Year | 79 |
| 3-Year | 18 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 19.91% |
| 3-Year | 4.27% |
| 5-Year | 11.71% |
| 10-Year | 11.72% |
Performance & Risk
| YTD Return | 6.86% |
| 5y Average Return | 11.26% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Virtus |
| Net Assets | 2.91B |
| YTD Return | 8.72% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 30, 2018 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500?? Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
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