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Nasdaq - Delayed Quote USD
Virtus KAR Small-Cap Growth A (PSGAX)
28.25
+0.17
+(0.61%)
At close: 8:03:58 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.89% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSGAX | Category Average | PSGAX | Category Average | PSGAX | Category Average | |
| Alpha | -11.82 | -0.02 | -9.36 | 0.01 | 0.72 | -0.02 |
| BETA | 1.05 | 0.01 | 1.01 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.16 | 0.02 | 0.67 | 0.02 | 1.15 | 0.01 |
| R-squared | 61.93 | 0.78 | 62.71 | 0.73 | 60.04 | 0.73 |
| Standard Deviation | 22.51 | 0.26 | 22.64 | 0.21 | 19.01 | 0.19 |
| Sharpe Ratio | -0.11 | 0.01 | 0.24 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | -4.8 | 0.15 | 2.92 | 0.17 | 11.08 | 0.11 |
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