Nasdaq - Delayed Quote USD

Virtus KAR Health Sciences A (RAGHX)

29.65 +0.59 (+2.03%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.66%
5y Average Return 10.42%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 34.23%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 34.23%
Worst 3Y Total Return 4.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RAGHX
Category
YTD
9.81%
7.95%
1-Month
3.01%
4.81%
3-Month
9.81%
7.18%
1-Year
12.47%
30.16%
3-Year
6.46%
16.10%
5-Year
10.33%
15.71%
10-Year
10.23%
15.27%
Last Bull Market
36.32%
23.06%
Last Bear Market
-8.80%
-13.88%

Annual Total Return (%) History

Year
RAGHX
Category
2024
--
--
2023
2.57%
--
2022
-11.78%
--
2021
25.40%
--
2020
13.64%
27.63%
2019
26.64%
26.23%
2018
4.67%
-0.40%
2017
17.33%
24.31%

2016
-7.99%
-10.60%
2015
11.65%
8.05%
2014
25.18%
27.25%
2013
34.23%
48.17%
2012
18.44%
21.55%
2011
4.91%
7.66%
2010
10.38%
8.38%
2009
30.63%
22.48%
2008
-26.43%
-23.43%
2007
10.04%
9.27%
2006
0.58%
4.27%
2005
1.87%
9.64%
2004
12.67%
9.84%
2003
29.04%
32.51%
2002
--
-28.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.81% -- -- --
2023 0.14% 1.34% -6.03% 7.56%
2022 -4.17% -8.80% -9.39% 11.40%
2021 3.29% 10.24% 2.62% 7.32%
2020 -11.88% 15.03% 4.56% 7.22%
2019 9.72% 3.20% -3.97% 16.47%
2018 0.50% 4.23% 10.91% -9.91%
2017 9.83% 6.32% 2.37% -1.85%
2016 -11.56% 6.73% 2.23% -4.65%
2015 12.04% 5.48% -10.55% 5.61%

2014 6.89% 6.04% 6.93% 3.29%
2013 11.88% 1.46% 9.94% 7.56%
2012 14.27% -1.17% 7.25% -2.22%
2011 7.64% 8.34% -15.50% 6.46%
2010 6.62% -10.72% 8.33% 7.03%
2009 -9.75% 13.43% 17.98% 8.17%
2008 -11.96% 1.93% -0.68% -17.46%
2007 1.16% 5.03% 3.95% -0.36%
2006 2.92% -7.45% 4.90% 0.67%
2005 -7.63% 4.85% 3.35% 1.78%
2004 7.21% -0.10% -3.12% 8.59%
2003 4.32% 18.73% -2.41% 6.76%
2002 -17.27% -8.00% 0.74% --

Rank in Category (By Total Return)

YTD 17
1-Month 16
3-Month 17
1-Year 49
3-Year 27
5-Year 26

Load Adjusted Returns

1-Year 6.29%
3-Year 4.47%
5-Year 9.08%
10-Year 9.61%

Performance & Risk

YTD Return 4.66%
5y Average Return 10.42%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Virtus
Net Assets 151.31M
YTD Return 9.81%
Yield 0.00%
Morningstar Rating
Inception Date Feb 05, 2002

Fund Summary

The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in health sciences-related companies. The portfolio manager considers health sciences-related companies to include companies that design, manufacture or sell products or services used for or in connection with healthcare, medicine or life sciences. The fund will invest primarily in common stocks and other equity securities.

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