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Virtus KAR Health Sciences A (RAGHX)

29.20 -0.04 (-0.14%)
At close: April 26 at 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.23%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 3

Performance & Risk

YTD Return 3.07%
5y Average Return 9.62%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RAGHXCategory AverageRAGHXCategory AverageRAGHXCategory Average
Alpha 0.27 0.04 1.59 0.03 3.06 0.07
BETA 0.88 0.01 0.76 0.01 0.81 0.01
Mean Annual Return 0.64 0.01 0.94 0.01 0.91 0.01
R-squared 70.61 0.6 65.86 0.52 59.84 0.5
Standard Deviation 17.18 0.21 16.62 0.19 15.36 0.17
Sharpe Ratio 0.28 0.01 0.54 0.01 0.62 0.01
Treynor Ratio 3.99 0.17 10.71 0.16 10.83 0.18

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