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Virtus KAR Global Quality Dividend R6 (VGQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.68+0.05 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.76%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (1 Jul 2024)13.22%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return13.22%
Worst 3-yr total return1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGQRXCategory
YTD0.76%14.38%
1-month-1.35%-1.21%
3-month-1.15%5.03%
1-year5.06%39.50%
3-year2.35%9.11%
5-year3.37%10.10%
10-year4.79%7.90%
Last bull market13.07%15.53%
Last bear market-4.98%-17.52%

Annual total return (%) history

Year
VGQRXCategory
2024
N/AN/A
2023
5.14%N/A
2022
-2.25%N/A
2021
13.22%N/A
2020
-6.00%2.50%
2019
N/A20.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.93%-1.15%N/AN/A
20230.56%0.28%-4.83%9.56%
20221.71%-4.98%-11.29%14.01%
20215.07%4.07%-1.66%5.29%
2020-25.10%7.96%4.91%10.80%
20194.70%N/AN/AN/A

Rank in category (by total return)

YTD94
1-month55
3-month62
1-year93
3-year80
5-year94

Load adjusted returns

1-year5.06%
3-year2.35%
5-year3.37%
10-year4.79%