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Virtus Kar Capital Growth Fund A: (MF: PSTAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 06:23 PM ET

$20.49 USD

-0.08 (-0.39%)

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 -3.64 95
3 months -1.85 93
6 months -6.72 95
1 Year 6.55 93
3 Year 16.29 58
5 Year 3.71 85
10 Year 12.67 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 80.47
Bear Market (10/07 - 2/09) -53.03
Bull Market (2/09 - 3/21) 862.94

Load Adjusted Returns as of Apr 30, 2026

1 Year -5.54
5 Year 1.71
10 Year 10.95
Since Inception 7.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.69 NA NA NA
2025 -6.37 14.79 0.56 -1.13
2024 14.49 1.01 5.59 3.01
2023 10.79 11.13 -3.70 13.42
2022 -13.49 -28.63 -0.29 3.93
2021 -1.81 8.31 1.81 3.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return -3.646.8525.8134.49-36.0211.6446.0942.84-7.7835.24-1.20
% Total Return Rel to Index -8.35-11.360.798.25-17.82-17.0427.6911.35-3.3913.44-13.13
% Total Return Rel to Peer -9.02-5.856.4211.49-16.33-10.4126.1714.41-0.9214.56-9.02
% Perf Quintile vs Peer* 5.005.002.002.005.005.001.001.004.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.502.821.093.302.120.830.511.551.031.15
Expense Ratio 0.001.201.211.221.201.201.221.231.221.301.30

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