Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Upgrade Now
Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Growth A (PSGAX)

28.25
+0.17
+(0.61%)
At close: 8:08:56 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.00%
5y Average Return 8.15%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 42.89%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 42.89%
Worst 3Y Total Return -4.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSGAX
Category
YTD
-6.35%
12.40%
1-Month
-6.29%
3.37%
3-Month
-14.90%
4.88%
1-Year
1.52%
55.69%
3-Year
-0.53%
19.34%
5-Year
5.67%
20.72%
10-Year
12.65%
13.98%
Last Bull Market
27.11%
27.85%
Last Bear Market
-13.48%
-24.06%

Annual Total Return (%) History

Year
PSGAX
Category
2024
9.43%
--
2023
20.03%
--
2022
-30.40%
--
2021
4.06%
--
2020
42.89%
38.62%
2019
39.90%
27.68%
2018
8.81%
-5.76%
2017
36.63%
21.50%

2016
23.99%
11.20%
2015
1.40%
-2.41%
2014
5.22%
2.44%
2013
37.23%
40.91%
2012
12.21%
13.15%
2011
18.76%
-3.55%
2010
10.33%
26.98%
2009
38.30%
35.46%
2008
-34.98%
-41.55%
2007
-2.97%
7.59%
2006
--
10.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.77% -7.17% 13.41% 0.16%
2023 13.59% -0.54% 0.35% 5.87%
2022 -15.59% -13.48% -6.16% 1.57%
2021 -2.06% 4.22% 1.30% 0.63%
2020 -17.32% 34.33% 10.43% 16.50%
2019 22.10% 8.05% -2.14% 8.37%
2018 8.25% 11.38% 2.10% -11.61%
2017 5.81% 9.76% 9.71% 7.24%
2016 6.45% 2.63% 8.92% 4.21%
2015 4.04% 1.96% -13.49% 10.50%

2014 -4.45% 1.60% -4.32% 13.27%
2013 11.93% 4.77% 8.59% 7.76%
2012 9.01% -4.40% 4.36% 3.17%
2011 9.86% 8.43% -10.03% 10.81%
2010 4.51% -9.78% 5.71% 10.69%
2009 -5.78% 22.90% 14.30% 4.48%
2008 -9.58% 3.93% -3.68% -28.17%
2007 -1.05% 2.23% 0.38% -4.44%
2006 -2.85% 5.46% -- --

Rank in Category (By Total Return)

YTD 88
1-Month 31
3-Month 93
1-Year 78
3-Year 81
5-Year 89

Load Adjusted Returns

1-Year -4.07%
3-Year -2.39%
5-Year 4.48%
10-Year 12.02%

Performance & Risk

YTD Return -10.00%
5y Average Return 8.15%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Virtus
Net Assets 2.4B
YTD Return -6.35%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2006

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Related Tickers

KINAX Kinetics Internet Adv A
90.95
+2.18%
 
WWWFX Kinetics Internet No Load
100.99
+2.18%
 
KINCX Kinetics Internet Adv C
73.88
+2.17%
 
KNPYX Kinetics Paradigm Instl
155.69
+1.87%
 
KNPAX Kinetics Paradigm Adv A
145.47
+1.87%
 
WWNPX Kinetics Paradigm No Load
153.43
+1.87%
 
KNPCX Kinetics Paradigm Adv C
129.03
+1.86%
 
DHTYX Diamond Hill Select Fund
23.15
0.00%
 
DHLTX Diamond Hill Select I
23.01
0.00%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.41
+1.77%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.57
+1.76%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.70
+1.75%
 
DHTAX Diamond Hill Select Fund
22.62
0.00%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.53
+1.75%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
65.48
+1.63%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
95.42
+1.63%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
61.83
+1.61%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
458.83
+1.61%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
458.98
+1.61%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
322.17
+1.61%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
49.06
+1.59%
 
INPIX ProFunds Internet UltraSector Inv
48.50
+1.49%
 
INPSX ProFunds Internet UltraSector Svc
30.79
+1.48%
 
ALGRX Alger Focus Equity I
71.67
+1.43%
 
ALAFX Alger Focus Equity A
71.07
+1.43%
 
ALZFX Alger Focus Equity Z
74.20
+1.42%
 
ALCFX Alger Focus Equity C
63.56
+1.42%
 
ALGYX Alger Focus Equity Y
74.49
+1.42%
 
KSOCX Kinetics Small Cap Opportunities Adv C
168.55
+1.40%
 
KSCYX Kinetics Small Cap Opportunities Inst
193.42
+1.39%
 
KSOAX Kinetics Small Cap Opportunities Adv A
180.39
+1.39%
 
KSCOX Kinetics Small Cap Opportunities No Load
188.51
+1.39%
 
LDVIX AXS FTSE Vntr Cptl RetTrckr I
22.95
+1.37%
 
CLSDX Columbia Select Mid Cap Gro S
25.00
+1.34%
 
KMKAX Kinetics Market Opportunities Adv A
83.61
+1.32%
 
KMKYX Kinetics Market Opportunities Inst
86.69
+1.32%
 
KMKNX Kinetics Market Opportunities No Load
85.19
+1.32%
 
FTRNX Fidelity Trend
154.38
+1.31%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
25.49
+1.31%
 
CMGYX Columbia Select Mid Cap Gro Fd I3
25.58
+1.31%
 
KMKCX Kinetics Market Opportunities Adv C
79.18
+1.31%
 
CLSPX Columbia Select Mid Cap Gro Fd I
24.99
+1.30%
 
JATSX Janus Henderson Global Technology and Innovation Fund
51.88
+1.29%
 
JNGTX Janus Henderson Glb Tech and Innovt D
56.76
+1.28%
 
JATIX Janus Henderson Global Technology and Innovation Fund
57.63
+1.28%
 
CBSAX Columbia Select Mid Cap Growth Fund A
21.35
+1.28%
 
JATNX Janus Henderson Global Technology and Innovation Fund
56.95
+1.28%
 
JATAX Janus Henderson Global Technology and Innovation Fund
54.03
+1.27%
 
JAGTX Janus Henderson Glb Tech and Innovt T
55.82
+1.27%
 
COBYX The Cook & Bynum
17.13
+1.24%
 
FNORX Fidelity Nordic
62.34
+1.22%
 
MIOFX Marsico International Opportunities
24.98
+1.22%
 
MGLBX Marsico Global
25.31
+1.20%
 
SHTCX Columbia Seligman Global Tech C
35.49
+1.20%
 
SHGTX Columbia Seligman Global Tech A
64.06
+1.18%
 
SGTTX Columbia Seligman Global Tech Inst2
67.64
+1.18%
 
SGTRX Columbia Seligman Global Tech R
59.13
+1.18%
 
CSGZX Columbia Seligman Global Tech Inst
66.87
+1.18%
 
CSGAX Columbia Seligman Global Technology S
66.88
+1.18%
 
CGTYX Columbia Seligman Global Tech Inst3
67.01
+1.18%
 
FSPTX Fidelity Select Technology
31.98
+1.14%
 
BGSRX BlackRock Technology Opportunities Fund
57.77
+1.14%
 
BGSAX BlackRock Technology Opportunities Fund
57.94
+1.13%
 
UMPIX ProFunds UltraMid Cap Fund
58.03
+1.13%
 
BGSIX BlackRock Technology Opportunities Fund
64.33
+1.13%
 
UMPSX ProFunds UltraMid Cap Fund
44.68
+1.13%
 
PGKRX PGIM Jennison Technology R6
23.26
+1.13%
 
FIKHX Fidelity Advisor Technology Z
118.29
+1.13%
 
FATIX Fidelity Advisor Technology Fund
118.30
+1.13%
 
BTEKX BlackRock Technology Opportunities K
64.56
+1.13%
 
PGKCX PGIM Jennison Technology C
21.54
+1.13%
 
FATEX Fidelity Advisor Technology Fund
93.36
+1.13%
 
BSTSX BlackRock Technology Opportunities Svc
59.45
+1.12%
 
BGSCX BlackRock Technology Opportunities Fund
45.05
+1.12%
 
FADTX Fidelity Advisor Technology A
103.76
+1.12%
 
BPTRX Baron Partners Retail
175.69
+1.12%
 
FTHCX Fidelity Advisor Technology C
73.36
+1.12%
 
BPTIX Baron Partners Institutional
183.57
+1.11%
 
PGKAX PGIM Jennison Technology A
22.78
+1.11%
 
NWHQX Nationwide Bailard Tech & Sci M
27.66
+1.10%
 
BCSFX Brown Capital Management International Small Company Fund
23.98
+1.10%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
23.20
+1.09%
 
NWHOX Nationwide Bailard Tech & Sci A
24.15
+1.09%
 
FZAHX Fidelity Advisor Growth Opps Z
181.19
+1.09%
 
FAGAX Fidelity Advisor Growth Opps A
160.30
+1.08%
 
BGLKX Baillie Gifford Long Term Global Growth Fund
31.69
+1.08%
 
FAGCX Fidelity Advisor Growth Opps I
178.38
+1.08%
 
FAGOX Fidelity Advisor Growth Opps M
156.95
+1.08%
 
FACGX Fidelity Advisor Growth Opps C
127.31
+1.08%
 
BCSVX Brown Capital Management International Small Company Fund
23.41
+1.08%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
108.19
+1.07%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
27.32
+1.07%
 
NWHTX Nationwide Bailard Tech & Sci R6
27.51
+1.07%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
31.67
+1.06%
 
BSGLX Baillie Gifford Long Term Global Gr I
31.48
+1.06%
 
FCLIX Fidelity Advisor Industrials I
48.83
+1.06%
 
RLEMX Lazard Emerging Markets Equity R6
19.24
+1.05%
 
FBGKX Fidelity Blue Chip Growth Fund
200.74
+1.05%
 
FBCCX Fidelity Advisor Blue Chip Growth A
199.01
+1.05%
 
SCIRX Columbia Seligman Tech & Info R
97.67
+1.04%