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Virtus KAR Small-Cap Growth A (PSGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.05+0.07 (+0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.07%
5-year average return4.61%
Number of years up14
Number of years down3
Best 1-yr total return (17 Jun 2024)42.89%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return42.89%
Worst 3-yr total return-4.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSGAXCategory
YTD-3.77%12.40%
1-month1.57%3.37%
3-month-4.67%4.88%
1-year9.90%55.69%
3-year-5.12%19.34%
5-year5.57%20.72%
10-year13.60%13.98%
Last bull market19.49%27.85%
Last bear market-13.48%-24.06%

Annual total return (%) history

Year
PSGAXCategory
2024
N/AN/A
2023
20.03%N/A
2022
-30.40%N/A
2021
4.06%N/A
2020
42.89%38.62%
2019
39.90%27.68%
2018
8.81%-5.76%
2017
36.63%21.50%
2016
23.99%11.20%
2015
1.40%-2.41%
2014
5.22%2.44%
2013
37.23%40.91%
2012
12.21%13.15%
2011
18.76%-3.55%
2010
10.33%26.98%
2009
38.30%35.46%
2008
-34.98%-41.55%
2007
-2.97%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.77%N/AN/AN/A
202313.59%-0.54%0.35%5.87%
2022-15.59%-13.48%-6.16%1.57%
2021-2.06%4.22%1.30%0.63%
2020-17.32%34.33%10.43%16.50%
201922.10%8.05%-2.14%8.37%
20188.25%11.38%2.10%-11.61%
20175.81%9.76%9.71%7.24%
20166.45%2.63%8.92%4.21%
20154.04%1.96%-13.49%10.50%
2014-4.45%1.60%-4.32%13.27%
201311.93%4.77%8.59%7.76%
20129.01%-4.40%4.36%3.17%
20119.86%8.43%-10.03%10.81%
20104.51%-9.78%5.71%10.69%
2009-5.78%22.90%14.30%4.48%
2008-9.58%3.93%-3.68%-28.17%
2007-1.05%2.23%0.38%-4.44%
2006-2.85%5.46%N/AN/A

Rank in category (by total return)

YTD96
1-month95
3-month92
1-year91
3-year71
5-year91

Load adjusted returns

1-year3.85%
3-year-6.89%
5-year4.38%
10-year12.96%