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Virtus Kar Mid-cap Growth Fund I: (MF: PICMX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$63.72 USD
+0.07 (0.11%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.99 | 53 |
| 3 months | -11.63 | 78 |
| 6 months | -5.16 | 74 |
| 1 Year | 0.60 | 87 |
| 3 Year | 3.82 | 87 |
| 5 Year | 5.74 | 96 |
| 10 Year | 11.04 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.36 |
| Bull Market (2/09 - 3/21) | 863.68 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -9.03 |
| 5 Year | 8.04 |
| 10 Year | 10.75 |
| Since Inception | 7.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.42 | NA | NA | NA |
| 2024 | 8.37 | -5.05 | 5.74 | -1.05 |
| 2023 | 6.05 | 9.60 | -4.11 | 9.72 |
| 2022 | -14.97 | -25.75 | 1.75 | 3.81 |
| 2021 | -4.53 | 7.64 | 2.26 | -3.44 |
| 2020 | -8.33 | 37.96 | 11.40 | 17.38 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.99 | 7.66 | 22.30 | -33.31 | 1.47 | 65.38 | 42.77 | 7.77 | 33.81 | 2.15 | 2.84 |
| % Total Return Rel to Index | -1.07 | -17.35 | -3.94 | -15.10 | -27.20 | 46.97 | 11.28 | 12.16 | 12.01 | -9.77 | 1.45 |
| % Total Return Rel to Peer | -0.51 | -11.72 | -0.69 | -13.61 | -20.58 | 45.46 | 14.34 | 14.63 | 13.13 | -5.66 | 4.44 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.03 | 1.02 | 1.01 | 1.00 | 1.03 | 1.11 | 1.15 | 1.15 | 1.14 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%