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Virtus KAR Small-Cap Core I (PKSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.92-0.37 (-0.69%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.36%
5-year average return13.60%
Number of years up22
Number of years down5
Best 1-yr total return (2 July 2024)40.19%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return40.19%
Worst 3-yr total return8.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKSFXCategory
YTD2.71%10.80%
1-month-0.41%4.43%
3-month-4.91%7.00%
1-year16.68%48.17%
3-year9.21%21.26%
5-year13.94%20.18%
10-year15.10%14.07%
Last bull market27.82%27.14%
Last bear market-7.06%-21.26%

Annual total return (%) history

Year
PKSFXCategory
2024
N/AN/A
2023
32.38%N/A
2022
-10.86%N/A
2021
18.94%N/A
2020
21.35%39.26%
2019
40.19%32.52%
2018
-1.92%-6.65%
2017
34.98%23.91%
2016
17.37%6.03%
2015
1.07%-0.95%
2014
6.35%7.00%
2013
27.81%34.93%
2012
12.23%14.07%
2011
9.36%-3.96%
2010
21.22%24.61%
2009
30.50%39.11%
2008
-30.54%-43.77%
2007
-0.11%15.09%
2006
12.05%9.00%
2005
2.95%9.84%
2004
13.92%13.23%
2003
26.71%35.96%
2002
-18.98%-27.24%
2001
6.40%-19.98%
2000
24.77%-4.78%
1999
3.64%60.49%
1998
16.17%18.76%
1997
19.47%17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.01%-4.91%N/AN/A
202310.59%5.36%-0.78%14.49%
2022-9.27%-7.06%-2.37%8.28%
20216.70%3.73%-0.02%7.50%
2020-18.28%18.42%7.54%16.61%
201921.42%5.19%3.73%5.81%
20186.00%4.70%3.79%-14.84%
20175.66%6.83%8.67%10.03%
20162.86%4.20%2.63%6.70%
20153.67%-0.71%-8.77%7.63%
2014-2.92%3.43%-3.27%9.51%
20139.38%0.94%8.33%6.86%
201211.68%-3.07%2.26%1.39%
201110.58%3.66%-13.52%10.32%
20105.20%-6.66%7.91%14.40%
2009-13.48%20.08%18.47%6.03%
2008-14.66%-0.93%-0.30%-17.60%
20074.01%1.03%0.60%-5.50%
20067.04%-3.45%3.33%4.93%
2005-5.27%0.87%3.19%4.41%
20042.64%1.13%-3.61%13.86%
2003-7.81%18.53%3.38%12.16%
20025.26%-10.31%-16.40%2.65%
2001-4.07%17.24%-16.62%13.46%
20002.97%1.59%2.33%16.56%
1999-4.12%14.03%-9.06%4.24%
199810.90%1.10%-10.24%15.43%
1997-2.62%12.44%12.88%-3.34%

Rank in category (by total return)

YTD69
1-month75
3-month71
1-year23
3-year1
5-year5

Load adjusted returns

1-year16.68%
3-year9.21%
5-year13.94%
10-year15.10%