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Virtus KAR Small-Cap Growth C (PSGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.33-0.10 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.14%
5-year average return4.82%
Number of years up14
Number of years down3
Best 1-yr total return (21 May 2024)41.87%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return41.87%
Worst 3-yr total return-5.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSGCXCategory
YTD-5.49%12.40%
1-month-8.76%3.37%
3-month-1.98%4.88%
1-year4.02%55.69%
3-year-7.64%19.34%
5-year3.73%20.72%
10-year12.52%13.98%
Last bull market19.17%27.85%
Last bear market-13.63%-24.06%

Annual total return (%) history

Year
PSGCXCategory
2024
N/AN/A
2023
19.23%N/A
2022
-30.91%N/A
2021
3.32%N/A
2020
41.87%38.62%
2019
38.88%27.68%
2018
8.01%-5.76%
2017
35.62%21.50%
2016
23.09%11.20%
2015
0.60%-2.41%
2014
4.48%2.44%
2013
36.14%40.91%
2012
11.37%13.15%
2011
17.84%-3.55%
2010
9.48%26.98%
2009
37.15%35.46%
2008
-35.46%-41.55%
2007
-3.66%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.58%N/AN/AN/A
202313.42%-0.74%0.20%5.70%
2022-15.73%-13.63%-6.34%1.34%
2021-2.22%4.03%1.13%0.45%
2020-17.49%34.14%10.24%16.27%
201921.87%7.87%-2.34%8.16%
20188.04%11.18%1.92%-11.77%
20175.64%9.49%9.52%7.05%
20166.26%2.42%8.79%3.96%
20153.82%1.80%-13.67%10.27%
2014-4.58%1.38%-4.53%13.13%
201311.70%4.59%8.42%7.49%
20128.84%-4.66%4.22%2.99%
20119.69%8.18%-10.17%10.54%
20104.29%-9.96%5.53%10.48%
2009-6.19%22.77%14.11%4.36%
2008-9.79%3.77%-3.84%-28.30%
2007-1.25%2.05%0.19%-4.58%
2006-3.05%5.27%N/AN/A

Rank in category (by total return)

YTD96
1-month95
3-month93
1-year94
3-year72
5-year89

Load adjusted returns

1-year3.05%
3-year-7.64%
5-year3.73%
10-year12.52%