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Virtus KAR Mid-Cap Growth Fund (PHSKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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59.58+0.73 (+1.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.21%
5-Year Average Return10.36%
Number of Years Up39
Number of Years Down9
Best 1 Yr Total Return (May 23, 2024)65.23%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return65.23%
Worst 3-Yr Total Return-6.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPHSKXCategory
YTD0.54%10.80%
1-Month-7.18%4.43%
3-Month2.79%7.00%
1-Year16.33%48.17%
3-Year-6.78%21.26%
5-Year8.31%20.18%
10-Year12.42%14.07%
Last Bull Market28.01%27.14%
Last Bear Market-25.79%-21.26%

Annual Total Return (%) History

Year
PHSKXCategory
2024
N/AN/A
2023
22.00%N/A
2022
-33.46%N/A
2021
1.22%N/A
2020
65.23%39.26%
2019
42.34%32.52%
2018
7.53%-6.65%
2017
33.53%23.91%
2016
1.90%6.03%
2015
2.57%-0.95%
2014
3.75%7.00%
2013
24.80%34.93%
2012
15.26%14.07%
2011
-7.29%-3.96%
2010
22.84%24.61%
2009
43.57%39.11%
2008
-45.03%-43.77%
2007
1.40%15.09%
2006
-0.18%9.00%
2005
9.49%9.84%
2004
8.42%13.23%
2003
39.28%35.96%
2002
-32.02%-27.24%
2001
-36.45%-19.98%
2000
-17.33%-4.78%
1999
83.65%60.49%
1998
30.44%18.76%
1997
19.37%17.98%
1996
11.09%18.11%
1995
51.71%34.57%
1994
-3.92%-1.85%
1993
11.58%13.88%
1992
7.66%7.07%
1991
29.56%49.71%
1990
-5.57%-5.37%
1989
21.55%29.88%
1988
4.54%13.53%
1987
10.93%1.89%
1986
16.75%14.39%
1985
27.07%30.69%
1984
8.14%-6.83%
1983
31.20%21.55%
1982
42.73%28.59%
1981
2.89%-4.91%
1980
50.35%46.00%
1979
41.08%38.21%
1978
10.92%14.76%
1977
2.71%2.75%
1976
8.02%22.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.32%N/AN/AN/A
20236.00%9.53%-4.16%9.64%
2022-15.03%-25.79%1.71%3.75%
2021-4.60%7.58%2.21%-3.50%
2020-8.27%37.90%11.33%17.32%
201923.78%9.48%-5.32%10.93%
201812.03%8.87%5.27%-16.25%
201711.59%7.18%5.88%5.45%
2016-0.14%1.19%5.55%-4.46%
20155.07%1.45%-11.67%8.94%
2014-1.34%-0.48%-0.19%5.88%
20139.94%0.63%5.75%6.67%
201216.19%-6.02%4.64%0.87%
20119.14%-1.02%-24.19%13.20%
20106.45%-12.26%13.16%16.22%
2009-3.81%21.06%17.40%5.02%
2008-11.50%7.85%-20.33%-27.72%
20073.83%8.13%-3.41%-6.49%
20066.06%-9.71%0.06%4.17%
2005-0.53%1.33%2.70%5.77%
20044.03%-3.11%-7.85%16.73%
2003-4.61%25.95%7.42%7.92%
2002-3.54%-19.00%-21.10%10.28%
2001-36.28%15.15%-34.10%31.42%
200018.91%-9.74%10.37%-30.21%
19999.59%9.65%0.54%52.01%
199813.22%1.46%-19.55%41.15%
1997-7.69%14.54%16.07%-2.73%
1996-0.90%14.26%-0.96%-0.94%
19957.65%14.03%10.64%11.70%
1994-2.73%-0.84%1.54%-1.90%
19932.62%2.72%2.36%3.41%
1992-1.29%-1.30%3.38%6.90%
199118.78%-1.36%5.04%5.28%
1990-1.73%4.87%-13.11%5.45%
19894.13%6.51%8.18%1.31%
19884.47%3.58%-3.92%0.55%
198719.18%3.71%5.85%-15.21%
198614.09%5.80%-9.03%6.31%
19857.81%6.60%-5.00%16.40%
1984-6.46%0.58%10.25%4.25%
198314.67%12.34%2.80%-0.92%
1982-1.77%2.05%15.09%23.72%
19812.87%0.68%-8.81%8.94%
1980-6.34%18.10%19.04%14.18%
197912.59%4.64%12.10%6.83%
1978-2.08%12.73%8.47%-7.37%
1977-10.34%9.17%-0.81%5.80%
197619.20%-5.05%-6.33%1.89%

Rank In Category (By Total Return)

YTD70
1-Month81
3-Month56
1-Year56
3-Year83
5-Year55

Load Adjusted Returns

1-Year9.93%
3-Year-8.52%
5-Year7.09%
10-Year11.78%