Nasdaq - Delayed Quote USD
Virtus KAR Small-Cap Core C (PKSCX)
35.64
+0.77
+(2.21%)
At close: 8:04:24 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PKSCX | Category Average | PKSCX | Category Average | PKSCX | Category Average | |
| Alpha | 0.1 | -0.09 | -0.94 | -0.06 | 1.4 | -0.06 |
| BETA | 1.02 | 0.01 | 0.94 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 1.09 | 0.01 | 1.18 | 0.01 | 1.15 | 0.01 |
| R-squared | 72.95 | 0.83 | 73.4 | 0.77 | 76.01 | 0.78 |
| Standard Deviation | 19.51 | 0.26 | 17.8 | 0.21 | 16.92 | 0.19 |
| Sharpe Ratio | 0.44 | 0 | 0.64 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 7.04 | 0.08 | 11.2 | 0.1 | 11.59 | 0.09 |
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