Virtus KAR Global Small-Cap Fund (RGSCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return-1.33%
5-year average return6.25%
Number of years up16
Number of years down5
Best 1-yr total return (26 June 2024)42.08%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return42.08%
Worst 3-yr total return-0.15%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnRGSCXCategory
YTD0.76%12.99%
1-month6.60%1.30%
3-month0.76%6.38%
1-year17.68%53.27%
3-year-2.72%14.94%
5-year7.57%15.72%
10-year5.32%9.30%
Last bull market18.49%18.45%
Last bear market-18.38%-25.47%
Annual total return (%) history
YearRGSCXCategory
2024N/AN/A
202322.67%N/A
2022-24.94%N/A
202110.52%N/A
202028.31%24.89%
201921.64%26.49%
2018-17.38%-14.25%
201725.92%25.44%
20160.58%9.32%
20151.38%-1.23%
2014-2.36%-0.42%
201338.81%30.99%
201219.65%18.46%
2011-6.21%-11.76%
201029.78%20.56%
200942.08%47.20%
2008-53.57%-44.69%
20074.18%9.94%
200619.35%19.63%
200517.69%14.86%
200421.48%20.29%
200355.83%44.66%
2002N/A-18.01%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20241.65%N/AN/AN/A
20236.62%4.31%-0.75%11.14%
2022-9.88%-18.38%-10.20%13.64%
20218.58%2.05%-3.05%2.89%
2020-26.52%27.21%10.35%24.39%
201913.87%2.86%-4.11%8.31%
20180.86%1.39%1.75%-20.60%
20174.97%5.57%7.04%6.16%
2016-3.74%0.60%4.62%-0.72%
20157.16%0.96%-8.85%2.80%
20140.85%1.03%-6.05%2.00%
201312.50%1.31%12.55%8.21%
201216.04%-4.04%6.60%0.80%
20116.65%3.29%-21.96%9.10%
20105.70%-11.63%18.21%17.54%
2009-11.67%25.93%24.33%2.74%
2008-14.01%-2.33%-22.48%-28.68%
20075.67%4.52%0.51%-6.15%
200610.86%-3.94%-1.03%13.25%
2005-0.51%2.28%10.69%4.48%
20047.42%1.26%-1.29%13.15%
2003-3.51%22.07%15.77%14.27%
2002-5.52%-14.56%1.24%N/A
Rank in category (by total return)
YTD61
1-month14
3-month62
1-year34
3-year38
5-year57
Load adjusted returns
1-year16.68%
3-year-2.72%
5-year7.57%
10-year5.32%
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