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Virtus KAR Small-Cap Core C (PKSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.04-0.30 (-0.78%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.61%
5-year average return13.95%
Number of years up17
Number of years down4
Best 1-yr total return (16 Jul 2024)38.76%
Worst 1-yr total return (16 Jul 2024)N/A
Best 3-yr total return38.76%
Worst 3-yr total return6.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPKSCXCategory
YTD2.21%10.80%
1-month-0.50%4.43%
3-month-5.15%7.00%
1-year15.52%48.17%
3-year8.13%21.26%
5-year12.80%20.18%
10-year13.95%14.07%
Last bull market27.32%27.14%
Last bear market-7.30%-21.26%

Annual total return (%) history

Year
PKSCXCategory
2024
N/AN/A
2023
31.04%N/A
2022
-11.73%N/A
2021
17.77%N/A
2020
20.13%39.26%
2019
38.76%32.52%
2018
-2.87%-6.65%
2017
33.65%23.91%
2016
16.22%6.03%
2015
0.07%-0.95%
2014
5.28%7.00%
2013
26.51%34.93%
2012
11.15%14.07%
2011
8.29%-3.96%
2010
19.92%24.61%
2009
29.17%39.11%
2008
-31.22%-43.77%
2007
-1.09%15.09%
2006
10.93%9.00%
2005
1.92%9.84%
2004
13.03%13.23%
2003
25.59%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.76%-5.15%N/AN/A
202310.31%5.11%-1.00%14.17%
2022-9.48%-7.30%-2.61%8.01%
20216.41%3.50%-0.29%7.23%
2020-18.48%18.12%7.26%16.31%
201921.08%4.95%3.48%5.52%
20185.73%4.44%3.56%-15.07%
20175.45%6.53%8.39%9.76%
20162.65%3.95%2.37%6.39%
20153.47%-0.97%-8.99%7.30%
2014-3.13%3.16%-3.56%9.23%
20139.08%0.70%8.07%6.57%
201211.39%-3.28%1.95%1.18%
201110.34%3.44%-13.80%10.07%
20104.87%-6.82%7.55%14.11%
2009-13.75%19.70%18.27%5.79%
2008-14.85%-1.21%-0.56%-17.77%
20073.78%0.71%0.42%-5.77%
20066.81%-3.70%3.06%4.64%
2005-5.62%0.68%3.01%4.13%
20042.34%0.92%-3.88%13.85%
2003-8.04%18.25%3.15%11.97%
20022.44%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month77
3-month74
1-year26
3-year2
5-year8

Load adjusted returns

1-year14.52%
3-year8.13%
5-year12.80%
10-year13.95%