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Virtus KAR Health Sciences P (AAAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.24+0.14 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.18%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (8 May 2024)25.79%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return25.79%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAAAEXCategory
YTD3.41%7.95%
1-month-5.90%4.81%
3-month1.41%7.18%
1-year4.70%30.16%
3-year3.07%16.10%
5-year9.93%15.71%
10-year9.90%15.27%
Last bull market25.99%23.06%
Last bear market-8.71%-13.88%

Annual total return (%) history

Year
AAAEXCategory
2024
N/AN/A
2023
2.95%N/A
2022
-11.48%N/A
2021
25.79%N/A
2020
N/A27.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.90%N/AN/AN/A
20230.25%1.44%-5.95%7.64%
2022-4.10%-8.71%-9.31%11.51%
20213.35%10.32%2.71%7.41%
20207.31%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month46
3-month23
1-year40
3-year26
5-year25

Load adjusted returns

1-year4.70%
3-year3.07%
5-year9.93%
10-year9.90%