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Virtus KAR Small-Cap Value A (PQSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.46+0.02 (+0.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.30%
5-year average return8.10%
Number of years up13
Number of years down4
Best 1-yr total return (25 June 2024)39.52%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return39.52%
Worst 3-yr total return2.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPQSAXCategory
YTD-0.41%12.40%
1-month4.27%3.37%
3-month-2.38%4.88%
1-year20.63%55.69%
3-year-3.38%19.34%
5-year9.36%20.72%
10-year8.44%13.98%
Last bull market25.47%27.85%
Last bear market-12.72%-24.06%

Annual total return (%) history

Year
PQSAXCategory
2024
N/AN/A
2023
18.83%N/A
2022
-24.48%N/A
2021
19.22%N/A
2020
27.81%38.62%
2019
24.62%27.68%
2018
-16.16%-5.76%
2017
18.58%21.50%
2016
24.13%11.20%
2015
-1.50%-2.41%
2014
1.73%2.44%
2013
39.52%40.91%
2012
7.79%13.15%
2011
6.06%-3.55%
2010
21.81%26.98%
2009
25.30%35.46%
2008
-30.76%-41.55%
2007
0.25%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.83%N/AN/AN/A
20232.62%3.99%-3.03%14.84%
2022-14.25%-12.72%-5.45%6.72%
202113.07%2.06%-3.47%7.03%
2020-22.15%28.38%3.63%23.40%
201910.80%3.13%3.09%5.78%
2018-2.75%1.52%4.01%-18.36%
20174.51%1.78%6.67%4.51%
20165.59%4.70%1.04%11.13%
20153.04%-1.79%-7.85%5.62%
2014-4.12%0.87%-5.44%11.24%
201310.75%0.36%12.51%11.57%
201211.19%-6.88%0.16%3.93%
20119.46%3.19%-15.96%11.73%
20106.06%-6.58%9.28%12.50%
2009-17.35%21.71%16.84%6.60%
2008-13.60%-4.00%4.02%-19.75%
20072.66%1.04%4.11%-7.17%
20060.20%10.83%N/AN/A

Rank in category (by total return)

YTD92
1-month58
3-month81
1-year35
3-year60
5-year39

Load adjusted returns

1-year14.00%
3-year-5.19%
5-year8.13%
10-year7.83%