VKSCX
Virtus KAR Small/MidCap Core-C
$17.76
-0.14 (-0.78%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1911.9M |
| 52 Week High | 18.91 |
| 52 Week Low | 14.57 |
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Key Data
| Symbol | VKSCX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 17.76 |
| Price Yesterday | 17.9 |
| Market Cap | 1,911.90 |
| YTD Return | 0.74% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0204 |
Overview
| 52 Week High | 18.91 |
|---|---|
| 52 Week Low | 14.57 |
| Market Cap | 1,911.90M |
| Shares Outstanding | 107.65M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -86.20% |
|---|---|
| Five Days | 0.00% |
| One Months | -6.18% |
| Three Months | -18.22% |
| Six Months | 7.24% |
| Nine Months | 17.59% |
| One Year | 8.70% |
| Three Years | -1.07% |
| Five Years | 9.79% |
| Ten Years | -999 |
| YTD | 1.44% |
| Since Inception | 9.96% |
Returns Total
| One Day | -0.78% |
|---|---|
| Five Days | 0.00% |
| One Month | -0.50% |
| Three Months | -4.82% |
| Six Months | 3.50% |
| Nine Months | 12.76% |
| One Year | 8.69% |
| Three Years | -3.16% |
| Five Years | 59.34% |
| Ten Years | -999 |
| YTD | 0.74% |
| Since Inception | 82.21% |
Yearly Returns
| 2024 | 0.74% |
|---|---|
| 2023 | 22.35% |
| 2022 | -24.59% |
| 2021 | 18.28% |
| 2020 | 32.07% |
| 2019 | 37.56% |
| 2018 | -8.76% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -17.76% |
|---|---|
| Beta | 0.9 |
| Correlation | 67.59% |
| Downside Deviation | 3.56% |
| Coefficient of determination | 45.69% |
| Standard Deviation | 4.30% |
| Sharpe Ratio | -1.34 |
| Sortino | -5.62 |
| Treynor | 3.68 |
| Ulcer Index | 5.18 |
| Ulcer Performance Index | -3.87 |