Nasdaq - Delayed Quote USD

Virtus KAR Small-Cap Growth C (PSGCX)

22.40
+0.28
+(1.27%)
At close: 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.11%
5y Average Return 4.99%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 41.87%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 41.87%
Worst 3Y Total Return -5.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSGCX
Category
YTD
-13.83%
12.40%
1-Month
-4.05%
3.37%
3-Month
-13.72%
4.88%
1-Year
-0.96%
55.69%
3-Year
0.60%
19.34%
5-Year
3.69%
20.72%
10-Year
10.87%
13.98%
Last Bull Market
26.54%
27.85%
Last Bear Market
-13.63%
-24.06%

Annual Total Return (%) History

Year
PSGCX
Category
2025
--
--
2024
8.63%
--
2023
19.23%
--
2022
-30.91%
--
2021
3.32%
--
2020
41.87%
38.62%
2019
38.88%
27.68%
2018
8.01%
-5.76%

2017
35.62%
21.50%
2016
23.09%
11.20%
2015
0.60%
-2.41%
2014
4.48%
2.44%
2013
36.14%
40.91%
2012
11.37%
13.15%
2011
17.84%
-3.55%
2010
9.48%
26.98%
2009
37.15%
35.46%
2008
-35.46%
-41.55%
2007
-3.66%
7.59%
2006
--
10.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.20% -- -- --
2024 3.58% -7.34% 13.19% -0.01%
2023 13.42% -0.74% 0.20% 5.70%
2022 -15.73% -13.63% -6.34% 1.34%
2021 -2.22% 4.03% 1.13% 0.45%
2020 -17.49% 34.14% 10.24% 16.27%
2019 21.87% 7.87% -2.34% 8.16%
2018 8.04% 11.18% 1.92% -11.77%
2017 5.64% 9.49% 9.52% 7.05%
2016 6.26% 2.42% 8.79% 3.96%

2015 3.82% 1.80% -13.67% 10.27%
2014 -4.58% 1.38% -4.53% 13.13%
2013 11.70% 4.59% 8.42% 7.49%
2012 8.84% -4.66% 4.22% 2.99%
2011 9.69% 8.18% -10.17% 10.54%
2010 4.29% -9.96% 5.53% 10.48%
2009 -6.19% 22.77% 14.11% 4.36%
2008 -9.79% 3.77% -3.84% -28.30%
2007 -1.25% 2.05% 0.19% -4.58%
2006 -3.05% 5.27% -- --

Rank in Category (By Total Return)

YTD 81
1-Month 99
3-Month 36
1-Year 61
3-Year 84
5-Year 93

Load Adjusted Returns

1-Year -1.83%
3-Year 0.60%
5-Year 3.69%
10-Year 10.87%

Performance & Risk

YTD Return -8.11%
5y Average Return 4.99%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Virtus
Net Assets 2.07B
YTD Return -13.83%
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.

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