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Virtus KAR Mid-Cap ETF (KMID)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
Virtus
Inception Date
Oct 15, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


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Virtus KAR Mid-Cap ETF

Performance

KMID Performance Chart

Virtus KAR Mid-Cap ETF (KMID) is up 2.1% since the beginning of the year. KMID is currently trading at $25 per share.


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S&P 500 Index

Returns By Period

Virtus KAR Mid-Cap ETF (KMID) has returned 2.12% so far this year and 7.85% over the past 12 months.


Virtus KAR Mid-Cap ETF

1D
-0.92%
1M
3.39%
YTD
2.12%
6M
1.68%
1Y
7.85%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KMID Monthly Returns History

Based on dividend-adjusted daily data since Oct 16, 2024, KMID's average daily return is 0.00%, while the average monthly return is +0.04%. At this rate, an investment would double in approximately 144.4 years.

Historically, 47% of months were positive and 53% were negative. The best month was Nov 2024 with a return of +6.8%, while the worst month was Mar 2026 at -7.7%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, KMID closed higher 48% of trading days. The best single day was Apr 9, 2025 with a return of +8.0%, while the worst single day was Apr 4, 2025 at -5.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.57%2.30%-7.70%4.43%2.12%
20253.37%-1.91%-3.82%-0.44%4.34%1.76%-1.92%0.61%-0.28%-1.30%-0.57%0.76%0.31%
2024-1.99%6.84%-7.30%-2.93%

Benchmark Metrics

Virtus KAR Mid-Cap ETF has an annualized alpha of -9.94%, beta of 0.83, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since October 17, 2024.

  • This ETF participated in 107.35% of S&P 500 Index downside but only 48.80% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -9.94% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-9.94%
Beta
0.83
0.70
Upside Capture
48.80%
Downside Capture
107.35%

Expense Ratio

KMID has an expense ratio of 0.80%, placing it in the medium range.


Return for Risk

Risk / Return Rank

KMID ranks 13 for risk / return — in the bottom 13% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


KMID Risk / Return Rank: 1313
Overall Rank
KMID Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
KMID Sortino Ratio Rank: 1313
Sortino Ratio Rank
KMID Omega Ratio Rank: 1313
Omega Ratio Rank
KMID Calmar Ratio Rank: 1414
Calmar Ratio Rank
KMID Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and compare them to a chosen benchmark (S&P 500 Index).


KMIDBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.53

2.30

-1.77

Sortino ratio

Return per unit of downside risk

0.88

3.18

-2.30

Omega ratio

Gain probability vs. loss probability

1.10

1.43

-0.33

Calmar ratio

Return relative to maximum drawdown

0.81

3.40

-2.59

Martin ratio

Return relative to average drawdown

2.11

15.35

-13.24

Explore KMID risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Virtus KAR Mid-Cap ETF provided a 0.06% dividend yield over the last twelve months, with an annual payout of $0.01 per share.


0.05%0.05%0.05%0.06%0.06%0.06%$0.00$0.01$0.01$0.0220242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.01$0.01$0.01

Dividend yield

0.06%0.06%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for Virtus KAR Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2024$0.01$0.01

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 KAR Mid-Cap ETF. 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 KAR Mid-Cap ETF was 18.89%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Virtus KAR Mid-Cap ETF drawdown is 5.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.89%Dec 2, 202487Apr 8, 2025
-2.53%Nov 11, 20247Nov 19, 20244Nov 25, 202411
-2.07%Oct 21, 20249Oct 31, 20244Nov 6, 202413
-0.33%Nov 26, 20242Nov 27, 20241Nov 29, 20243
-0.1%Oct 17, 20241Oct 17, 20241Oct 18, 20242

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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