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Virtus Kar Capital Growth Fund A: (MF: PSTAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$19.43 USD
-0.13 (-0.67%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.49 | 8 |
| 3 months | 14.49 | 8 |
| 6 months | 29.86 | 10 |
| 1 Year | 38.99 | 13 |
| 3 Year | 3.86 | 80 |
| 5 Year | 13.21 | 41 |
| 10 Year | 13.30 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 80.47 |
| Bear Market (10/07 - 2/09) | -53.03 |
| Bull Market (2/09 - 3/21) | 751.08 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 31.74 |
| 5 Year | 12.00 |
| 10 Year | 12.69 |
| Since Inception | 7.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.49 | NA | NA | NA |
| 2023 | 10.79 | 11.13 | -3.70 | 13.42 |
| 2022 | -13.49 | -28.63 | -0.29 | 3.93 |
| 2021 | -1.81 | 8.31 | 1.81 | 3.10 |
| 2020 | -15.05 | 33.37 | 14.47 | 12.64 |
| 2019 | 23.39 | 5.61 | -4.68 | 14.99 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.49 | 34.49 | -36.02 | 11.64 | 46.09 | 42.84 | -7.78 | 35.24 | -1.20 | 8.99 | 11.38 |
| % Total Return Rel to Index | 3.94 | 8.25 | -17.82 | -17.04 | 27.69 | 11.35 | -3.39 | 13.44 | -13.13 | 7.61 | -2.26 |
| % Total Return Rel to Peer | 4.54 | 11.49 | -16.33 | -10.41 | 26.17 | 14.41 | -0.92 | 14.56 | -9.02 | 10.59 | 3.17 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.09 | 3.30 | 2.12 | 0.83 | 0.51 | 1.55 | 1.03 | 1.15 | 0.64 | 0.55 |
| Expense Ratio | 0.00 | 1.22 | 1.20 | 1.20 | 1.22 | 1.23 | 1.22 | 1.30 | 1.30 | 1.28 | 1.28 |
* 1 = Top 20%, 5 = Bottom 20%