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Virtus KAR Small-Cap Value C (PQSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.47-0.06 (-0.27%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.77%
5-year average return6.60%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jul 2024)38.35%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.35%
Worst 3-yr total return1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPQSCXCategory
YTD-2.83%12.40%
1-month-2.11%3.37%
3-month-6.24%4.88%
1-year7.77%55.69%
3-year-4.02%19.34%
5-year6.97%20.72%
10-year7.02%13.98%
Last bull market25.09%27.85%
Last bear market-12.88%-24.06%

Annual total return (%) history

Year
PQSCXCategory
2024
N/AN/A
2023
17.96%N/A
2022
-25.06%N/A
2021
18.33%N/A
2020
26.88%38.62%
2019
23.58%27.68%
2018
-16.73%-5.76%
2017
17.76%21.50%
2016
23.19%11.20%
2015
-2.28%-2.41%
2014
1.02%2.44%
2013
38.35%40.91%
2012
7.07%13.15%
2011
5.28%-3.55%
2010
20.82%26.98%
2009
24.39%35.46%
2008
-31.26%-41.55%
2007
-0.45%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.64%-6.24%N/AN/A
20232.41%3.85%-3.24%14.62%
2022-14.40%-12.88%-5.64%6.49%
202112.87%1.85%-3.64%6.81%
2020-22.26%28.15%3.40%23.16%
201910.61%2.84%2.94%5.54%
2018-2.91%1.33%3.83%-18.49%
20174.33%1.58%6.48%4.35%
20165.39%4.52%0.79%10.96%
20152.82%-1.93%-8.10%5.47%
2014-4.26%0.70%-5.66%11.06%
201310.50%0.14%12.29%11.33%
201211.02%-7.07%-0.08%3.87%
20119.28%2.98%-16.12%11.53%
20105.84%-6.73%9.05%12.23%
2009-17.59%21.62%16.56%6.46%
2008-13.77%-4.08%3.80%-19.93%
20072.49%0.78%3.96%-7.29%
20060.10%10.66%N/AN/A

Rank in category (by total return)

YTD94
1-month93
3-month88
1-year60
3-year55
5-year52

Load adjusted returns

1-year6.77%
3-year-4.02%
5-year6.97%
10-year7.02%