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Virtus KAR Equity Income Fund (PGICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.66-0.05 (-0.30%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.00%
5-year average return8.21%
Number of years up19
Number of years down7
Best 1-yr total return (21 May 2024)27.76%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return27.76%
Worst 3-yr total return4.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGICXCategory
YTD0.50%4.44%
1-month-4.05%-4.04%
3-month0.12%4.09%
1-year1.47%14.37%
3-year0.76%6.04%
5-year6.82%9.20%
10-year7.90%8.57%
Last bull market14.96%22.97%
Last bear market-4.33%-11.27%

Annual total return (%) history

Year
PGICXCategory
2024
N/AN/A
2023
0.35%11.63%
2022
-3.42%-5.90%
2021
16.13%26.22%
2020
13.66%2.91%
2019
27.15%25.04%
2018
-13.42%-8.53%
2017
21.62%15.94%
2016
11.11%14.81%
2015
2.22%-4.05%
2014
12.17%10.21%
2013
27.76%31.21%
2012
13.47%14.57%
2011
-2.80%-0.75%
2010
12.10%13.66%
2009
22.72%24.13%
2008
-35.56%-37.09%
2007
5.23%1.42%
2006
16.14%18.15%
2005
3.63%5.95%
2004
9.54%12.97%
2003
26.40%28.44%
2002
-23.53%-18.69%
2001
-9.32%-4.99%
2000
-7.30%7.87%
1999
17.78%6.72%
1998
29.81%12.00%
1997
N/A26.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%N/AN/AN/A
2023-1.41%-1.24%-4.46%7.88%
2022-0.39%-4.33%-9.70%12.24%
20216.88%3.30%-1.96%7.29%
2020-21.52%19.67%9.80%10.22%
201912.95%1.98%1.72%8.52%
2018-8.16%3.72%8.28%-16.06%
20174.72%3.65%5.07%6.65%
20161.17%0.97%1.26%7.42%
20150.21%0.13%-4.23%6.38%
20143.21%4.12%-0.61%5.03%
20139.04%1.11%6.33%8.99%
201214.28%-5.22%6.00%-1.17%
20117.10%-1.03%-17.70%11.43%
20103.64%-16.71%14.21%13.70%
2009-13.83%17.73%14.27%5.86%
2008-10.22%-2.90%-7.34%-20.23%
20070.60%5.55%1.36%-2.23%
20064.04%-1.27%6.10%6.58%
2005-1.44%1.46%2.45%1.15%
20041.50%1.01%-2.08%9.11%
2003-3.98%14.73%2.26%12.20%
2002-0.53%-13.02%-17.87%7.61%
2001-9.53%6.72%-14.66%10.06%
20002.88%-2.68%-0.90%-6.58%
19992.31%8.30%-6.05%13.14%
199815.85%3.81%-11.74%22.29%
19974.35%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month50
3-month98
1-year99
3-year98
5-year89

Load adjusted returns

1-year0.48%
3-year0.76%
5-year6.82%
10-year7.90%