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Virtus KAR Small-Cap Growth C (PSGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.15-0.15 (-0.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.86%
5-Year Average Return3.90%
Number of Years Up14
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)41.87%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return41.87%
Worst 3-Yr Total Return-5.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSGCXCategory
YTD-5.49%12.40%
1-Month-8.76%3.37%
3-Month-1.98%4.88%
1-Year4.02%55.69%
3-Year-7.64%19.34%
5-Year3.73%20.72%
10-Year12.52%13.98%
Last Bull Market19.17%27.85%
Last Bear Market-13.63%-24.06%

Annual Total Return (%) History

Year
PSGCXCategory
2024
N/AN/A
2023
19.23%N/A
2022
-30.91%N/A
2021
3.32%N/A
2020
41.87%38.62%
2019
38.88%27.68%
2018
8.01%-5.76%
2017
35.62%21.50%
2016
23.09%11.20%
2015
0.60%-2.41%
2014
4.48%2.44%
2013
36.14%40.91%
2012
11.37%13.15%
2011
17.84%-3.55%
2010
9.48%26.98%
2009
37.15%35.46%
2008
-35.46%-41.55%
2007
-3.66%7.59%
2006
N/A10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.58%N/AN/AN/A
202313.42%-0.74%0.20%5.70%
2022-15.73%-13.63%-6.34%1.34%
2021-2.22%4.03%1.13%0.45%
2020-17.49%34.14%10.24%16.27%
201921.87%7.87%-2.34%8.16%
20188.04%11.18%1.92%-11.77%
20175.64%9.49%9.52%7.05%
20166.26%2.42%8.79%3.96%
20153.82%1.80%-13.67%10.27%
2014-4.58%1.38%-4.53%13.13%
201311.70%4.59%8.42%7.49%
20128.84%-4.66%4.22%2.99%
20119.69%8.18%-10.17%10.54%
20104.29%-9.96%5.53%10.48%
2009-6.19%22.77%14.11%4.36%
2008-9.79%3.77%-3.84%-28.30%
2007-1.25%2.05%0.19%-4.58%
2006-3.05%5.27%N/AN/A

Rank In Category (By Total Return)

YTD96
1-Month95
3-Month93
1-Year94
3-Year72
5-Year89

Load Adjusted Returns

1-Year3.05%
3-Year-7.64%
5-Year3.73%
10-Year12.52%