Virtus

  • Virtus KAR Equity Income Fund

Virtus KAR Equity Income Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 2.3 3.9 -2 0 0 0 0 0 0 0 0 0 0
1998 7 5.6 8.4 6.2 -15.2 -1.8 3.6 -0.9 1.2 5.9 9.7 0.1 30.9
1999 5.4 1.4 6.1 -3.2 -0.4 -2.5 5.6 -0.8 3.7 2.4 -4.4 4.7 18.7
2000 1.4 -7.4 -0.3 -6.2 6.7 -0.6 1.5 -2.3 -1.8 10 -1.7 -4.6 -6.6
2001 1 7.1 2 -7.9 -5.9 -1.3 -2.6 0.6 9.1 -5.4 -7.9 3.9 -8.7
2002 -6 5.9 8.3 -11.1 0.7 -8 -6.9 -0.6 -5.9 3.7 -2.4 -1.5 -22.9
2003 5.2 1.1 5.7 -0.6 1.5 1.5 1.4 5.6 7.4 0.7 -1.6 -3 27.3
2004 3.3 4.7 1.1 1 0.4 -3.2 2.1 1.2 -2.1 -1.1 1.2 1.6 10.3
2005 -0.4 3.7 -1.9 0.8 -1.2 3.2 0.6 3.8 -2.7 -1.5 2.7 -2.3 4.5
2006 1.5 2.1 3 2.7 2.8 0.8 0.3 -3 1.7 1 0.7 2.4 17
2007 -0.1 -3.7 1.8 3.7 1.4 -3.4 -1.9 3.9 3.8 1.1 -1.8 1.5 6.1
2008 3.2 -6.8 -17.4 -7.9 2.3 -1.6 -8.8 2 4.6 -1.4 -3.1 -5.8 -35.5
2009 3.4 6.1 -3.3 4.6 1.7 7.7 -3 9.1 10.2 5.5 -10.8 -8.3 22.2
2010 7.3 1.6 4.5 10.2 -5.4 9.7 -6.9 -8.3 -2.3 5.3 3.3 -4.5 12.9
2011 -0.8 -1.3 14 -11.1 -5.8 -1.6 -0.9 -2.2 2.3 0.2 3.6 3.4 -2
2012 1.3 -17.6 18.7 3.3 2.3 0.5 3 -7.1 -0.7 2.1 3.5 8.4 14.3
2013 1.6 3.4 4.1 3.9 -3.4 6.1 -2.1 3.3 0.1 3 0.7 5.3 28.8
2014 0.6 2.9 1.6 -2.8 4.7 -2.2 3 2 -0.6 2 4.3 -2.8 13
2015 -1.4 0.7 7.3 -0.7 -6.5 3.4 -2 0.2 1.7 -1.8 3.7 -1.5 2.5
2016 1.4 7.6 -1.4 0.5 -0.7 1.7 -0.7 1.2 0.7 6.8 0.7 -5.7 11.9
2017 2.1 2 2.6 2.3 0.7 2.2 0.6 1.8 1.4 0.4 2.7 1.8 22.4
2018 -9.8 2.3 -8.8 0.9 3.4 3.9 0.6 2.6 0.7 -3.2 -7.2 2.5 -12.7
2019 2 3.4 2.1 1.8 -1.6 1.7 5.9 -7.4 4.1 2 3 7.8 26.9
2020 1.6 10.5 -1.7 -28.1 7.1 5.5 1.9 4.6 12.5 -12.6 -9.8 -0.3 -15.4
2021 2.8 -2.3 1.4 -2.5 1.5 0.6 -2.1 2.1 8 7.3 1.7 -5.8 12.2
2022 -7.5 7.2 7.2 -8.4 -3.5 2.4 -4.5 3.2 -2.8 2.4 -1.1 -1.5 -8
2023 1.8 5.2 -1.7 -4 -2.5 2.3 4.3 -5.9 0.8 0.2 -2.4 0.9 -1.6
2024 -3.5 4.1 0.4 0.4 0 0 0 0 0 0 0 0 -0.6