Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Core C (PKSCX)

35.64
+0.77
+(2.21%)
At close: 8:04:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.26%
5y Average Return 13.87%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (May 7, 2025) 38.76%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 38.76%
Worst 3Y Total Return 6.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PKSCX
Category
YTD
-8.54%
20.19%
1-Month
-3.37%
0.02%
3-Month
-9.71%
4.36%
1-Year
3.96%
60.18%
3-Year
11.90%
11.32%
5-Year
13.44%
13.88%
10-Year
13.12%
11.19%
Last Bull Market
23.06%
27.98%
Last Bear Market
-7.30%
-24.08%

Annual Total Return (%) History

Year
PKSCX
Category
2025
--
--
2024
12.70%
--
2023
31.04%
--
2022
-11.73%
--
2021
17.77%
--
2020
20.13%
10.99%
2019
38.76%
23.75%
2018
-2.87%
-12.72%

2017
33.65%
12.28%
2016
16.22%
20.78%
2015
0.07%
-5.38%
2014
5.28%
3.79%
2013
26.51%
37.39%
2012
11.15%
15.46%
2011
8.29%
-4.07%
2010
19.92%
25.61%
2009
29.17%
31.80%
2008
-31.22%
-36.56%
2007
-1.09%
-1.10%
2006
10.93%
15.03%
2005
1.92%
6.75%
2004
13.03%
18.94%
2003
25.59%
43.41%
2002
--
-16.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.35% -- -- --
2024 7.76% -5.15% 11.31% -0.94%
2023 10.31% 5.11% -1.00% 14.17%
2022 -9.48% -7.30% -2.61% 8.01%
2021 6.41% 3.50% -0.29% 7.23%
2020 -18.48% 18.12% 7.26% 16.31%
2019 21.08% 4.95% 3.48% 5.52%
2018 5.73% 4.44% 3.56% -15.07%
2017 5.45% 6.53% 8.39% 9.76%
2016 2.65% 3.95% 2.37% 6.39%

2015 3.47% -0.97% -8.99% 7.30%
2014 -3.13% 3.16% -3.56% 9.23%
2013 9.08% 0.70% 8.07% 6.57%
2012 11.39% -3.28% 1.95% 1.18%
2011 10.34% 3.44% -13.80% 10.07%
2010 4.87% -6.82% 7.55% 14.11%
2009 -13.75% 19.70% 18.27% 5.79%
2008 -14.85% -1.21% -0.56% -17.77%
2007 3.78% 0.71% 0.42% -5.77%
2006 6.81% -3.70% 3.06% 4.64%
2005 -5.62% 0.68% 3.01% 4.13%
2004 2.34% 0.92% -3.88% 13.85%
2003 -8.04% 18.25% 3.15% 11.97%
2002 2.44% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 64
3-Month 7
1-Year 13
3-Year 2
5-Year 22

Load Adjusted Returns

1-Year 2.98%
3-Year 11.90%
5-Year 13.44%
10-Year 13.12%

Performance & Risk

YTD Return -7.26%
5y Average Return 13.87%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Virtus
Net Assets 2.01B
YTD Return -8.54%
Yield 0.00%
Morningstar Rating
Inception Date Oct 18, 1996

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

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