VIKSX
Virtus KAR Small/MidCap Growth-I
$10.44
0.05 (0.48%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap Growth |
---|---|
Market Cap | 7.689M |
52 Week High | 10.44 |
52 Week Low | 8.39 |
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Key Data
Symbol | VIKSX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 10.44 |
Price Yesterday | 10.39 |
Market Cap | 7.69 |
YTD Return | 5.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0105 |
Overview
52 Week High | 10.44 |
---|---|
52 Week Low | 8.39 |
Market Cap | 7.69M |
Shares Outstanding | 0.74M |
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 | 235.68% |
---|---|
Five Days | 47.41% |
One Months | 46.25% |
Three Months | 23.01% |
Six Months | 30.19% |
Nine Months | 15.04% |
One Year | 17.41% |
Three Years | 2.14% |
Five Years | -999 |
Ten Years | -999 |
YTD | 23.01% |
Since Inception | 1.82% |
Returns Total
One Day | 0.48% |
---|---|
Five Days | 0.77% |
One Month | 3.06% |
Three Months | 5.14% |
Six Months | 13.85% |
Nine Months | 10.95% |
One Year | 17.17% |
Three Years | 6.53% |
Five Years | -999 |
Ten Years | -999 |
YTD | 5.14% |
Since Inception | 6.10% |
Yearly Returns
2024 | 5.14% |
---|---|
2023 | 18.92% |
2022 | -22.54% |
2021 | 5.38% |
2020 | 3.96% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -14.56% |
---|---|
Beta | 1.04 |
Correlation | 88.68% |
Downside Deviation | 3.25% |
Coefficient of determination | 78.64% |
Standard Deviation | 3.93% |
Sharpe Ratio | -0.99 |
Sortino | -4.14 |
Treynor | 15.16 |
Ulcer Index | 3.44 |
Ulcer Performance Index | -3.91 |