Virtus KAR Small-Mid Cap Growth Fund (VIKSX)
The fund aims for long-term capital appreciation in small and medium market cap sectors with lower risk compared to growth markets, investing in companies with sustainable competitive advantages at attractive prices. It typically allocates at least 80% of its assets to common stocks of small- and mid-market cap firms.
Fund Info
Dec 7, 2020
$100,000
Large-Cap
Growth
Expense Ratio
VIKSX has a high expense ratio of 1.06%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Virtus KAR Small-Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Virtus KAR Small-Mid Cap Growth Fund had a return of 1.43% year-to-date (YTD) and 13.31% in the last 12 months.
VIKSX
1.43%
-0.44%
5.70%
13.31%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of VIKSX, 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 | 3.23% | 1.43% | |||||||||||
| 2024 | -2.42% | 4.54% | 3.06% | -9.00% | 4.32% | 3.73% | 3.21% | 1.51% | 3.71% | -0.09% | 8.69% | -8.00% | 12.39% |
| 2023 | 8.98% | -2.53% | 0.45% | 2.13% | -2.86% | 6.45% | 1.49% | -0.21% | -3.78% | -7.96% | 9.83% | 7.12% | 18.92% |
| 2022 | -12.79% | -0.00% | 2.55% | -10.98% | -3.61% | -4.71% | 10.39% | -4.82% | -6.27% | 5.41% | 5.49% | -3.36% | -22.61% |
| 2021 | -1.96% | 0.90% | -3.16% | 8.27% | -0.94% | 2.19% | 3.63% | 0.09% | -2.60% | 3.96% | -7.09% | 2.96% | 5.47% |
| 2020 | 3.23% | 3.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VIKSX is 46, 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 KAR Small-Mid Cap Growth Fund (VIKSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Virtus KAR Small-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 KAR Small-Mid Cap Growth Fund was 34.44%, occurring on Jun 16, 2022. Recovery took 584 trading sessions.
The current Virtus KAR Small-Mid Cap Growth Fund drawdown is 7.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.44% | Sep 7, 2021 | 197 | Jun 16, 2022 | 584 | Oct 14, 2024 | 781 |
| -10.23% | Nov 26, 2024 | 30 | Jan 10, 2025 | — | — | — |
| -9.98% | Feb 16, 2021 | 13 | Mar 4, 2021 | 36 | Apr 26, 2021 | 49 |
| -8.29% | Apr 27, 2021 | 13 | May 13, 2021 | 26 | Jun 21, 2021 | 39 |
| -3.93% | Jan 11, 2021 | 14 | Jan 29, 2021 | 4 | Feb 4, 2021 | 18 |
Volatility
Volatility Chart
The current Virtus KAR Small-Mid Cap Growth Fund volatility is 3.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.