Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Growth I (PICMX)
59.49
+0.56
+(0.95%)
At close: 8:01:58 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.86% |
| 5y Average Return | 5.51% |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 6, 2025) | 65.38% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 65.38% |
| Worst 3Y Total Return | -6.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PICMX
Category
- YTD
- -6.17%
- 10.80%
- 1-Month
- 2.47%
- 4.43%
- 3-Month
- -11.81%
- 7.00%
- 1-Year
- 0.41%
- 48.17%
- 3-Year
- 3.75%
- 21.26%
- 5-Year
- 5.69%
- 20.18%
- 10-Year
- 11.02%
- 14.07%
- Last Bull Market
- 16.41%
- 27.14%
- Last Bear Market
- -25.76%
- -21.26%
Annual Total Return (%) History
Year
PICMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.43% | -- | -- | -- |
| 2024 | 8.38% | -5.05% | 5.74% | -1.05% |
| 2023 | 6.06% | 9.60% | -4.11% | 9.73% |
| 2022 | -14.97% | -25.76% | 1.75% | 3.82% |
| 2021 | -4.54% | 7.65% | 2.26% | -3.44% |
| 2020 | -8.34% | 37.97% | 11.41% | 17.38% |
| 2019 | 23.89% | 9.55% | -5.24% | 11.00% |
| 2018 | 12.14% | 8.92% | 5.31% | -16.19% |
| 2017 | 11.65% | 7.20% | 5.95% | 5.51% |
| 2016 | -0.04% | 1.25% | 5.55% | -4.35% |
| 2015 | 5.15% | 1.51% | -11.60% | 8.99% |
| 2014 | -1.28% | -0.43% | -0.14% | 5.96% |
| 2013 | 10.03% | 0.67% | 5.82% | 6.71% |
| 2012 | 16.27% | -5.95% | 4.64% | 0.98% |
| 2011 | 9.19% | -0.90% | -24.17% | 13.28% |
| 2010 | 6.49% | -12.18% | 13.31% | 16.23% |
| 2009 | -3.69% | 21.20% | 17.40% | 5.07% |
| 2008 | -11.43% | 7.91% | -20.23% | -27.71% |
| 2007 | -6.44% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 27 |
| 3-Month | 49 |
| 1-Year | 68 |
| 3-Year | 75 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 0.41% |
| 3-Year | 3.75% |
| 5-Year | 5.69% |
| 10-Year | 11.02% |
Performance & Risk
| YTD Return | -4.86% |
| 5y Average Return | 5.51% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Virtus |
| Net Assets | 1.03B |
| YTD Return | -6.17% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 13, 2007 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
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