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VAKSX: Virtus KAR Small-Mid Cap Growth Fund Class A (MUTUAL FUND)
Basic Info 9.59 0.09(0.95%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (8%) |
Start Date: | 12/15/2020 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/15/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.6 | 6.1 | -2.2 | -1.3 | 18.7 | -22.8 | 5.2 | 2.0 |
Sharpe Ratio | NA | -0.96 | 0.1 | -0.25 | -0.18 | 1.0 | -0.88 | 0.32 | 4.45 |
Draw Down(%) | NA | 8.3 | 12.6 | 34.6 | 34.6 | 12.6 | 30.5 | 11.1 | 2.1 |
Standard Deviation(%) | NA | 15.6 | 14.0 | 19.9 | 19.9 | 14.6 | 27.6 | 16.3 | 12.9 |
Treynor Ratio | NA | -0.14 | 0.01 | -0.05 | -0.04 | 0.16 | -0.24 | 0.06 | 1.44 |
Alpha | NA | -0.1 | -0.05 | -0.03 | -0.04 | -0.02 | -0.02 | -0.06 | 0.12 |
Beta | NA | 1.1 | 0.96 | 0.98 | 0.99 | 0.93 | 1.01 | 0.93 | 0.4 |
RSquared | NA | 0.7 | 0.69 | 0.77 | 0.76 | 0.74 | 0.84 | 0.62 | 0.03 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/2020
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