Virtus Mid-Cap Growth Fund (DRMCX)
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of medium-sized companies. The adviser currently defines medium-sized companies as those having market capitalizations comparable to those companies included in the Russell Midcap Growth Index. The fund normally invests primarily in equity securities of U.S. companies.
Fund Info
US92837N2953
018919688
Nov 6, 1979
$1,000,000
Mid-Cap
Growth
Expense Ratio
DRMCX has an expense ratio of 0.83%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Virtus Mid-Cap Growth Fund (DRMCX) returned 2.04% year-to-date (YTD) and 13.42% over the past 12 months. Over the past 10 years, DRMCX returned 4.08% annually, underperforming the S&P 500 benchmark at 10.46%.
DRMCX
2.04%
16.50%
-1.32%
13.42%
5.63%
4.08%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of DRMCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.31% | -6.34% | -8.29% | 5.35% | 5.08% | 2.04% | |||||||
| 2024 | 1.02% | 6.69% | 2.28% | -3.72% | 0.97% | 2.10% | -1.69% | 2.67% | 3.34% | -0.00% | 12.75% | -6.37% | 20.49% |
| 2023 | 7.42% | -0.24% | 0.48% | -2.38% | 1.22% | 9.86% | 2.84% | -4.47% | -5.35% | -6.82% | 13.89% | 8.20% | 24.81% |
| 2022 | -15.34% | -0.61% | 0.41% | -12.24% | -3.95% | -9.93% | 11.83% | -1.92% | -8.58% | 7.51% | 3.99% | -6.24% | -32.59% |
| 2021 | 0.16% | 5.12% | -2.80% | 6.83% | -2.56% | 4.66% | 3.20% | 2.16% | -4.49% | 8.44% | -3.32% | -23.48% | -9.94% |
| 2020 | 1.99% | -4.55% | -13.15% | 14.36% | 12.33% | 3.46% | 7.86% | 6.92% | -0.68% | -0.00% | 13.38% | -2.57% | 42.16% |
| 2019 | 15.02% | 4.96% | 1.74% | 4.89% | -5.59% | 8.40% | 2.28% | -1.78% | -1.59% | -0.23% | 6.24% | -1.52% | 36.04% |
| 2018 | 4.90% | -2.67% | 0.00% | -2.28% | 3.50% | -0.00% | 2.03% | 6.19% | -0.21% | -12.11% | 0.95% | -21.65% | -22.38% |
| 2017 | 4.29% | 3.34% | 1.24% | 0.49% | 3.42% | -0.47% | 2.85% | 0.46% | 1.15% | 3.18% | 2.64% | -7.94% | 15.01% |
| 2016 | -9.38% | -0.00% | 8.88% | 0.54% | 3.51% | -1.31% | 6.08% | -0.25% | 0.75% | -4.96% | 4.96% | -7.21% | 0.00% |
| 2015 | -1.05% | 6.08% | 0.75% | -1.73% | 2.52% | -1.23% | 1.99% | -4.63% | -4.86% | 5.65% | 2.04% | -6.98% | -2.36% |
| 2014 | -2.46% | 7.30% | -2.58% | -3.13% | 2.24% | 3.41% | -2.35% | 3.61% | -2.56% | 1.19% | 3.07% | -12.59% | -6.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DRMCX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Virtus Mid-Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Virtus Mid-Cap Growth Fund was 87.23%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current Virtus Mid-Cap Growth Fund drawdown is 45.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.23% | Sep 5, 2000 | 2066 | Nov 20, 2008 | — | — | — |
| -16.44% | Jul 18, 2000 | 9 | Jul 28, 2000 | 24 | Aug 31, 2000 | 33 |
| -5.89% | Jun 22, 2000 | 2 | Jun 23, 2000 | 10 | Jul 10, 2000 | 12 |
| -3.35% | Jun 5, 2000 | 6 | Jun 12, 2000 | 1 | Jun 13, 2000 | 7 |
| -0.73% | Jun 14, 2000 | 1 | Jun 14, 2000 | 1 | Jun 15, 2000 | 2 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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