Nasdaq - Delayed Quote USD

Virtus KAR International Small-Mid Cap C (VCISX)

16.97 +0.03 (+0.18%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.47%
5y Average Return 1.45%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 28.54%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 28.54%
Worst 3Y Total Return -6.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VCISX
Category
YTD
-1.25%
7.70%
1-Month
1.52%
0.28%
3-Month
-1.25%
7.17%
1-Year
10.71%
42.00%
3-Year
-6.74%
13.14%
5-Year
2.53%
14.91%
10-Year
4.76%
9.64%
Last Bull Market
40.19%
19.05%
Last Bear Market
-17.78%
-21.47%

Annual Total Return (%) History

Year
VCISX
Category
2024
--
--
2023
21.07%
--
2022
-35.03%
--
2021
4.61%
--
2020
23.14%
28.40%
2019
26.31%
27.78%
2018
-7.67%
-18.34%
2017
27.24%
36.19%

2016
19.89%
-2.98%
2015
-1.84%
7.05%
2014
-4.06%
-5.40%
2013
28.54%
26.61%
2012
--
22.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.25% -- -- --
2023 7.99% 4.15% -5.27% 13.64%
2022 -20.72% -17.78% -15.85% 18.43%
2021 0.17% 6.78% -1.42% -0.78%
2020 -25.69% 22.86% 9.89% 22.75%
2019 11.55% 2.09% -2.46% 13.71%
2018 5.20% 2.04% -3.71% -10.68%
2017 8.69% 8.63% 4.50% 3.13%
2016 2.62% 3.09% 10.62% 2.45%
2015 5.11% 3.29% -14.51% 5.76%

2014 5.31% 3.02% -5.35% -6.56%
2013 11.43% 0.55% 11.24% 3.13%
2012 5.03% -- -- --

Rank in Category (By Total Return)

YTD 84
1-Month 70
3-Month 84
1-Year 37
3-Year 85
5-Year 86

Load Adjusted Returns

1-Year 9.71%
3-Year -6.74%
5-Year 2.53%
10-Year 4.76%

Performance & Risk

YTD Return -3.47%
5y Average Return 1.45%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family Virtus
Net Assets 1.01B
YTD Return -1.25%
Yield 0.00%
Morningstar Rating
Inception Date Sep 05, 2012

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of non-U.S. small- and mid-capitalization companies. The advisor intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. Equity securities in which the fund invests include common stocks, preferred stocks and American Depositary Receipts (ADRs).

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