- Issuer
- Virtus
- Inception Date
- Oct 15, 2024
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $47M
Share Price Chart
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Performance
KMID Performance Chart
Virtus KAR Mid-Cap ETF (KMID) is up 1.3% since the beginning of the year. KMID is currently trading at $25 per share.
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Returns By Period
Virtus KAR Mid-Cap ETF (KMID) has returned 1.29% so far this year and -0.00% over the past 12 months.
Virtus KAR Mid-Cap ETF
- 1D
- -1.22%
- 1M
- -2.43%
- YTD
- 1.29%
- 6M
- 0.60%
- 1Y
- -0.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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 0.00%.
Historically, 43% of months were positive and 57% 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 47% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.57% | 2.30% | -7.70% | 6.80% | -2.63% | -0.39% | 1.29% | ||||||
| 2025 | 3.37% | -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 -16.08%, beta of 0.83, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since October 17, 2024.
- This ETF participated in 64.42% of S&P 500 Index downside but only 13.67% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.49 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -16.08%
- Beta
- 0.83
- R²
- 0.49
- Upside Capture
- 13.67%
- Downside Capture
- 64.42%
Expense Ratio
KMID has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Risk / Return Rank
KMID ranks 9 for risk / return — in the bottom 9% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and compare them to S&P 500 Index.
| KMID | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.01 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | — | — |
| Martin ratioReturn relative to average drawdown | -0.00 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Virtus KAR Mid-Cap ETF provided a 0.12% dividend yield over the last twelve months, with an annual payout of $0.03 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.03 | $0.01 | $0.01 |
Dividend yield | 0.12% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.01 | ||||||
| 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 5.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -18.89%Apr 2025 | 4mo 7d | — | 1y 6moDec 2024 - now |
2024 pullback2024 | -2.53%Nov 2024 | 8d | 6d | 14dNov 2024 - Nov 2024 |
2024 pullback2024 | -2.07%Oct 2024 | 10d | 6d | 16dOct 2024 - Nov 2024 |
2024 pullback2024 | -0.33%Nov 2024 | 1d | 2d | 3dNov 2024 - Nov 2024 |
2024 pullback2024 | -0.10%Oct 2024 | 0s | 1d | 1dOct 2024 - Oct 2024 |
Drawdown Indicators
| KMID | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.89% | -9.10% | -9.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | — | — |
Current DrawdownCurrent decline from peak | -5.81% | -2.97% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -1.13% | -4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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