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Virtus KAR Small-Cap Value I (PXQSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.45-0.07 (-0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.29%
5-year average return7.66%
Number of years up13
Number of years down4
Best 1-yr total return (2 July 2024)39.85%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return39.85%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPXQSXCategory
YTD-2.34%12.40%
1-month-2.02%3.37%
3-month-6.02%4.88%
1-year8.86%55.69%
3-year-3.06%19.34%
5-year8.04%20.72%
10-year8.09%13.98%
Last bull market25.60%27.85%
Last bear market-12.66%-24.06%

Annual total return (%) history

Year
PXQSXCategory
2024
N/AN/A
2023
19.15%N/A
2022
-24.33%N/A
2021
19.48%N/A
2020
28.16%38.62%
2019
24.86%27.68%
2018
-15.92%-5.76%
2017
18.89%21.50%
2016
24.48%11.20%
2015
-1.28%-2.41%
2014
1.98%2.44%
2013
39.85%40.91%
2012
8.06%13.15%
2011
6.32%-3.55%
2010
22.10%26.98%
2009
25.60%35.46%
2008
-30.58%-41.55%
2007
0.52%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.91%-6.02%N/AN/A
20232.66%4.12%-3.02%14.95%
2022-14.21%-12.66%-5.39%6.74%
202113.12%2.10%-3.40%7.09%
2020-22.08%28.47%3.63%23.54%
201910.88%3.13%3.21%5.80%
2018-2.69%1.63%4.06%-18.29%
20174.57%1.87%6.72%4.58%
20165.66%4.74%1.10%11.26%
20153.10%-1.69%-7.85%5.69%
2014-4.06%0.94%-5.38%11.29%
201310.83%0.41%12.58%11.62%
201211.27%-6.88%0.25%4.04%
20119.46%3.23%-15.89%11.87%
20106.16%-6.56%9.39%12.52%
2009-17.35%21.86%16.84%6.72%
2008-13.51%-3.98%4.02%-19.64%
20072.75%1.04%4.19%-7.07%
20060.29%10.86%N/AN/A

Rank in category (by total return)

YTD93
1-month92
3-month87
1-year52
3-year46
5-year38

Load adjusted returns

1-year8.86%
3-year-3.06%
5-year8.04%
10-year8.09%