Virtus KAR Mid-Cap ETF (KMID) Performance
KMID total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.7% since Dec 31, 2025
- 1 year
- −2.4% total return
- Since first price
- −3.3% since 2024
KMID trailing returns vs SPY, QQQ, AGG
| Period | KMID total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.8% | +1.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.1% | −4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −6.0% | −6.1% | +7.8% | +8.4% | −1.5% |
| YTD | −0.7% | −0.7% | +12.3% | +15.1% | −1.0% |
| 1 year | −2.4% | −2.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 16, 2024 | −3.3% | −3.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: KMID vs SPY
From Oct 16, 2024: KMID grew to $9,670, SPY to $13,352.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
KMID returns by calendar year
1 of 1 full years positive. Best 2025 (+0.3%), worst 2025 (+0.3%). 2026 is year to date.
KMID annual returns table
| Year | KMID | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.7% | −10.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +0.3% | −16.3% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
KMID largest drawdowns
Now 7.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 29, 2024 | −18.9% | Apr 8, 2025 | not yet | 4 months | 1.9 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
KMID risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | −2.4% |
| Volatility (annualized) | 13.1% |
| Sharpe ratio | -0.42 |
| Sortino ratio | -0.55 |
| Best month | +6.8% |
| Worst month | −7.7% |
| Best 12 months | +7.9% |
| Worst 12 months | −7.7% |
| Positive months | 43% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
KMID rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 13 | −7.7% | +0.3% | +7.9% | 62% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
KMID performance overview
Virtus KAR Mid-Cap ETF (KMID) returned −2.4% over the past year, with distributions reinvested. Since its first recorded price on Oct 16, 2024 it has returned −3.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.9%, from Nov 29, 2024 to Apr 8, 2025; the fund has not yet regained that high. Volatility has been 13.1% a year.
Related: KMID chart, KMID holdings, KMID dividends, KMID valuation. See the KMID overview for the latest quote and fund facts.
KMID performance FAQ
What is the KMID return over the past year?
KMID returned −2.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.5%.
How much would $10,000 invested in KMID be worth?
$10,000 invested in KMID at its first recorded close on October 16, 2024 would be worth about $9,670 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of KMID?
The largest peak-to-trough decline was −18.9% between November 29, 2024 and April 8, 2025. It has not yet recovered to that high; it is 7.6% below its peak.
How volatile is KMID?
Over the past history KMID had an annualized volatility of 13.1% and a Sharpe ratio of -0.42 (excess return over 1–3 month T-bills per unit of risk).