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Virtus KAR Small-Cap Core A (PKSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.66+0.13 (+0.27%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.63%
5-year average return12.60%
Number of years up17
Number of years down4
Best 1-yr total return (29 Apr 2024)39.79%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return39.79%
Worst 3-yr total return7.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKSAXCategory
YTD7.92%10.80%
1-month2.69%4.43%
3-month7.92%7.00%
1-year28.93%48.17%
3-year12.12%21.26%
5-year15.94%20.18%
10-year15.76%14.07%
Last bull market33.57%27.14%
Last bear market-7.14%-21.26%

Annual total return (%) history

Year
PKSAXCategory
2024
N/AN/A
2023
32.00%N/A
2022
-11.07%N/A
2021
18.63%N/A
2020
21.00%39.26%
2019
39.79%32.52%
2018
-2.18%-6.65%
2017
34.62%23.91%
2016
17.08%6.03%
2015
0.84%-0.95%
2014
6.06%7.00%
2013
27.47%34.93%
2012
11.98%14.07%
2011
9.07%-3.96%
2010
20.87%24.61%
2009
30.22%39.11%
2008
-30.72%-43.77%
2007
-0.32%15.09%
2006
11.70%9.00%
2005
2.72%9.84%
2004
13.63%13.23%
2003
26.36%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%N/AN/AN/A
202310.49%5.31%-0.84%14.40%
2022-9.31%-7.14%-2.43%8.23%
20216.63%3.67%-0.10%7.43%
2020-18.33%18.35%7.43%16.53%
201921.32%5.14%3.66%5.72%
20185.91%4.66%3.69%-14.89%
20175.58%6.79%8.55%9.99%
20162.79%4.14%2.56%6.65%
20153.64%-0.76%-8.83%7.55%
2014-2.97%3.37%-3.38%9.44%
20139.29%0.87%8.30%6.77%
201211.62%-3.14%2.16%1.38%
201110.51%3.58%-13.62%10.31%
20105.11%-6.68%7.74%14.37%
2009-13.49%19.87%18.45%6.02%
2008-14.73%-0.95%-0.38%-17.66%
20074.01%0.94%0.56%-5.58%
20066.95%-3.48%3.21%4.84%
2005-5.34%0.82%3.10%4.39%
20042.54%1.08%-3.67%13.82%
2003-7.95%18.56%3.26%12.13%
20022.65%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month48
3-month67
1-year15
3-year2
5-year2

Load adjusted returns

1-year21.84%
3-year10.03%
5-year14.64%
10-year15.10%