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Virtus Kar Capital Growth Fund C: (MF: SSTFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:43 PM ET

$8.57 USD

+0.01 (0.12%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -5.65 91
3 months -7.25 95
6 months -7.41 96
1 Year -1.76 96
3 Year 15.84 56
5 Year 3.26 90
10 Year 12.27 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 73.59
Bear Market (10/07 - 2/09) -53.48
Bull Market (2/09 - 3/21) 759.24

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.93
5 Year 4.38
10 Year 11.84
Since Inception 6.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.59 14.63 0.35 -1.35
2024 14.23 0.81 5.41 2.78
2023 10.57 10.98 -3.94 13.16
2022 -13.66 -28.80 -0.50 3.69
2021 -1.97 8.06 1.62 2.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.655.9924.7833.40-36.5810.7544.7941.65-8.4134.26-1.97
% Total Return Rel to Index -3.30-12.23-0.247.15-18.37-17.9226.3910.16-4.0212.47-13.91
% Total Return Rel to Peer -3.37-6.725.3810.40-16.88-11.3024.8813.22-1.5513.59-9.79
% Perf Quintile vs Peer* 5.005.000.002.005.005.001.001.004.001.005.00
% 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 0.002.012.022.062.012.012.002.021.992.082.05

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