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VAKSX: Virtus KAR Small-Mid Cap Growth Fund Class A (MUTUAL FUND)
Basic Info 11.17 0(0.0%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/15/2020 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 1.2 | 10.6 | 12.1 | 1.6 | 12.5 | 18.7 | -22.8 | 5.2 | 2.0 |
| Sharpe Ratio | NA | -0.38 | 0.18 | 0.51 | -0.03 | 0.5 | 1.0 | -0.88 | 0.32 | 4.45 |
| Draw Down(%) | NA | 16.6 | 20.9 | 20.9 | 34.6 | 9.1 | 12.6 | 30.5 | 11.1 | 2.1 |
| Standard Deviation(%) | NA | 21.5 | 18.1 | 17.8 | 19.3 | 14.5 | 14.6 | 27.6 | 16.3 | 12.9 |
| Treynor Ratio | NA | -0.11 | 0.04 | 0.1 | -0.01 | 0.08 | 0.16 | -0.24 | 0.06 | 1.44 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.03 | -0.03 | -0.02 | -0.02 | -0.06 | 0.12 |
| Beta | NA | 0.78 | 0.79 | 0.88 | 0.93 | 0.88 | 0.93 | 1.01 | 0.93 | 0.4 |
| RSquared | NA | 0.83 | 0.77 | 0.76 | 0.75 | 0.62 | 0.74 | 0.84 | 0.62 | 0.03 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 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 12/09/2020
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