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Virtus KAR Mid-Cap Growth Fund Class C (PSKCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
34.73+0.07 (+0.20%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.14%
5-Year Average Return8.41%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Mar 23, 2023)63.92%
Worst 1 Yr Total Return (Mar 23, 2023)N/A
Best 3-Yr Total Return63.92%
Worst 3-Yr Total Return-1.77%

Trailing Returns (%) Vs. Benchmarks

ReturnPSKCXCategory
YTD1.14%10.80%
1-Month-3.98%4.43%
3-Month0.75%7.00%
1-Year-21.74%48.17%
3-Year7.58%21.26%
5-Year8.41%20.18%
10-Year10.25%14.07%
Last Bull Market28.16%27.14%
Last Bear Market-25.95%-21.26%

Annual Total Return (%) History

Year
PSKCXCategory
2022
-34.00%N/A
2021
0.47%N/A
2020
63.92%39.26%
2019
41.30%32.52%
2018
6.74%-6.65%
2017
32.47%23.91%
2016
1.14%6.03%
2015
1.80%-0.95%
2014
3.01%7.00%
2013
23.83%34.93%
2012
14.41%14.07%
2011
-7.92%-3.96%
2010
21.91%24.61%
2009
42.50%39.11%
2008
-45.44%-43.77%
2007
0.61%15.09%
2006
-0.94%9.00%
2005
8.64%9.84%
2004
7.64%13.23%
2003
38.24%35.96%
2002
-32.55%-27.24%
2001
N/A-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-15.18%-25.95%1.47%3.56%
2021-4.75%7.37%2.00%-3.69%
2020-8.46%37.64%11.12%17.08%
201923.59%9.28%-5.50%10.71%
201811.87%8.63%5.09%-16.42%
201711.38%6.95%5.67%5.24%
2016-0.33%1.00%5.36%-4.64%
20154.85%1.26%-11.83%8.75%
2014-1.53%-0.68%-0.34%5.68%
20139.75%0.37%5.59%6.46%
201215.96%-6.21%4.42%0.75%
20118.99%-1.18%-24.37%13.05%
20106.26%-12.36%12.98%15.87%
2009-3.97%20.90%17.18%4.74%
2008-11.63%7.65%-20.47%-27.88%
20073.67%7.94%-3.65%-6.69%
20065.86%-9.87%-0.14%3.96%
2005-0.73%1.11%2.55%5.55%
20043.86%-3.34%-8.01%16.55%
2003-4.79%25.74%7.19%7.72%
2002-3.75%-19.16%-21.25%10.07%
200114.86%-34.24%31.24%N/A

Rank In Category (By Total Return)

YTD76
1-Month98
3-Month71
1-Year89
3-Year90
5-Year25

Load Adjusted Returns

1-Year-20.01%
3-Year2.84%
5-Year9.48%
10-Year10.94%
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