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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

Risk overview

Morningstar risk rating
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

Risk statistics

3 years
PXQSXCategory average
5 years
PXQSXCategory average
10 years
PXQSXCategory average
Alpha
-12.11-0.02
-5.970.01
-4.06-0.02
BETA
0.990.01
1.020.01
1.020.01
Mean annual return
-0.090.02
0.830.02
0.790.01
R-squared
73.060.78
74.690.73
72.250.73
Standard deviation
20.580.26
21.220.21
18.270.19
Sharpe ratio
-0.220.01
0.360.01
0.430.01
Treynor ratio
-6.580.15
5.630.17
6.370.11