Nasdaq - Delayed Quote USD

Virtus KAR Capital Growth Fund (VCGRX)

22.64
-0.56
(-2.41%)
At close: 8:02:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.88%
5y Average Return 12.25%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 50.17%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 50.17%
Worst 3Y Total Return -0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VCGRX
Category
YTD
-3.21%
12.38%
1-Month
3.28%
5.09%
3-Month
-7.76%
10.28%
1-Year
13.86%
41.70%
3-Year
13.20%
22.56%
5-Year
12.04%
21.98%
10-Year
12.41%
15.99%
Last Bull Market
23.83%
25.99%
Last Bear Market
-28.55%
-17.29%

Annual Total Return (%) History

Year
VCGRX
Category
2025
--
--
2024
26.40%
--
2023
35.17%
--
2022
-35.73%
--
2021
12.15%
--
2020
50.17%
35.86%
2019
40.36%
31.90%
2018
--
-2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.28% -- -- --
2024 14.60% 1.15% 5.69% 3.17%
2023 10.97% 11.29% -3.63% 13.57%
2022 -13.38% -28.55% -0.22% 4.09%
2021 -1.69% 8.41% 1.96% 3.21%
2020 -13.01% 33.59% 14.58% 12.78%
2019 23.53% 5.69% -4.56% 12.64%
2018 4.33% 3.87% -18.74% --

Rank in Category (By Total Return)

YTD 11
1-Month 12
3-Month 15
1-Year 31
3-Year 57
5-Year 82

Load Adjusted Returns

1-Year 13.86%
3-Year 13.20%
5-Year 12.04%
10-Year 12.41%

Performance & Risk

YTD Return 4.88%
5y Average Return 12.25%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Virtus
Net Assets 613.27M
YTD Return -3.21%
Yield 0.00%
Morningstar Rating
Inception Date Sep 29, 2006

Fund Summary

Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

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