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Virtus Kar Global Small-cap Fund Instl: (MF: DGSCX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 06:31 PM ET

$35.91 USD

-0.42 (-1.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.18 83
3 months -2.90 94
6 months -2.01 90
1 Year -1.33 97
3 Year 5.85 97
5 Year -0.87 96
10 Year 6.71 95

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 231.92
Bear Market (10/07 - 2/09) -64.93
Bull Market (2/09 - 3/21) 585.50

Load Adjusted Returns as of Apr 30, 2026

1 Year -7.36
5 Year -1.46
10 Year 6.10
Since Inception 8.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.03 NA NA NA
2025 1.58 7.05 -3.90 -5.18
2024 1.88 -2.78 10.20 -6.35
2023 6.90 4.57 -0.43 11.43
2022 -9.66 -18.15 -9.95 13.95
2021 8.89 2.30 -2.80 3.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.18-0.912.2324.03-24.1311.7229.7122.99-16.4527.331.67
% Total Return Rel to Index -1.55-22.26-16.99-0.38-5.03-6.4315.63-2.20-6.027.22-3.65
% Total Return Rel to Peer -2.79-19.38-10.145.39-4.56-4.4813.04-1.75-6.425.10-3.90
% Perf Quintile vs Peer* 4.005.005.002.004.005.002.004.005.002.005.00
% Dividends 0.000.900.410.330.000.000.000.000.000.200.00
% Yield 2.432.310.972.090.000.000.000.000.000.340.00
Capital Gains ($) 0.000.782.360.000.8613.542.172.958.024.280.00
Expense Ratio 0.001.291.291.281.281.271.281.271.271.261.26

* 1 = Top 20%, 5 = Bottom 20%