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Virtus Kar Mid-cap Growth Fund A: (MF: PHSKX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$60.79 USD
+0.07 (0.12%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.06 | 54 |
| 3 months | -11.69 | 78 |
| 6 months | -5.26 | 75 |
| 1 Year | 0.36 | 88 |
| 3 Year | 3.58 | 89 |
| 5 Year | 5.49 | 96 |
| 10 Year | 10.78 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 98.67 |
| Bear Market (10/07 - 2/09) | -55.50 |
| Bull Market (2/09 - 3/21) | 827.79 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -13.97 |
| 5 Year | 6.64 |
| 10 Year | 9.91 |
| Since Inception | 10.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.48 | NA | NA | NA |
| 2024 | 8.31 | -5.09 | 5.68 | -1.12 |
| 2023 | 6.00 | 9.53 | -4.16 | 9.63 |
| 2022 | -15.02 | -25.78 | 1.70 | 3.74 |
| 2021 | -4.60 | 7.58 | 2.20 | -3.50 |
| 2020 | -8.27 | 37.90 | 11.33 | 17.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.06 | 7.42 | 22.00 | -33.45 | 1.22 | 65.22 | 42.34 | 7.49 | 33.53 | 1.88 | 2.57 |
| % Total Return Rel to Index | -1.15 | -17.59 | -4.24 | -15.25 | -27.46 | 46.82 | 10.85 | 11.88 | 11.74 | -10.04 | 1.19 |
| % Total Return Rel to Peer | -0.59 | -11.96 | -0.99 | -13.75 | -20.83 | 45.31 | 13.92 | 14.35 | 12.85 | -5.93 | 4.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.04 | 0.07 | 0.26 | 0.63 | 1.69 | 0.35 | 0.34 |
| Expense Ratio | 0.00 | 1.27 | 1.25 | 1.25 | 1.24 | 1.28 | 1.40 | 1.40 | 1.40 | 1.39 | 1.43 |
* 1 = Top 20%, 5 = Bottom 20%