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Virtus Kar Small-cap Core Fund R6: (MF: VSCRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:43 PM ET

$49.81 USD

-0.13 (-0.26%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.40 30
3 months 9.20 24
6 months 2.37 89
1 Year 6.92 88
3 Year 12.70 32
5 Year 10.31 9
10 Year 16.68 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -2.45
5 Year 9.34
10 Year 15.29
Since Inception 13.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.50 3.68 0.05 -0.48
2024 8.03 -4.88 11.44 -0.52
2023 10.59 5.40 -0.75 14.49
2022 -9.24 -7.05 -2.33 8.30
2021 6.69 3.75 0.00 7.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.40-2.4513.9132.46-10.7819.0221.4440.27-1.8135.0517.54
% Total Return Rel to Index 5.39-20.67-11.106.217.42-9.653.048.782.5713.265.60
% Total Return Rel to Peer 2.20-9.751.9916.388.73-0.292.4414.838.9519.461.59
% Perf Quintile vs Peer* 1.005.000.001.001.003.002.001.001.001.003.00
% Dividends 0.000.300.190.310.140.110.100.000.000.050.00
% Yield 0.000.520.310.490.310.190.200.000.000.160.00
Capital Gains ($) 0.006.672.191.872.615.843.371.681.330.001.36
Expense Ratio 0.000.920.920.920.930.920.930.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%