Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Growth A (PSGAX)

28.15
+0.09
+(0.32%)
At close: May 9 at 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.06%
5y Average Return 4.69%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (May 8, 2025) 42.89%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 42.89%
Worst 3Y Total Return -4.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSGAX
Category
YTD
-13.62%
12.40%
1-Month
-4.02%
3.37%
3-Month
-13.57%
4.88%
1-Year
-0.24%
55.69%
3-Year
1.33%
19.34%
5-Year
4.44%
20.72%
10-Year
11.68%
13.98%
Last Bull Market
27.11%
27.85%
Last Bear Market
-13.48%
-24.06%

Annual Total Return (%) History

Year
PSGAX
Category
2025
--
--
2024
9.43%
--
2023
20.03%
--
2022
-30.40%
--
2021
4.06%
--
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
--
10.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.00% -- -- --
2024 3.77% -7.17% 13.41% 0.16%
2023 13.59% -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%
2019 22.10% 8.05% -2.14% 8.37%
2018 8.25% 11.38% 2.10% -11.61%
2017 5.81% 9.76% 9.71% 7.24%
2016 6.45% 2.63% 8.92% 4.21%

2015 4.04% 1.96% -13.49% 10.50%
2014 -4.45% 1.60% -4.32% 13.27%
2013 11.93% 4.77% 8.59% 7.76%
2012 9.01% -4.40% 4.36% 3.17%
2011 9.86% 8.43% -10.03% 10.81%
2010 4.51% -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% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 99
3-Month 35
1-Year 58
3-Year 77
5-Year 91

Load Adjusted Returns

1-Year -5.72%
3-Year -0.56%
5-Year 3.26%
10-Year 11.05%

Performance & Risk

YTD Return -10.06%
5y Average Return 4.69%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Virtus
Net Assets 2.07B
YTD Return -13.62%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2006

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 growth 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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