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 2.4 3.7 -2 0 0 0 0 0 0 0 0 0 0
1998 7 5.6 8.2 6.2 -15.2 -1.9 3.6 -1 1.2 5.7 9.7 -0.1 29.8
1999 5.3 1.4 6 -3.2 -0.5 -2.5 5.5 -0.9 3.6 2.4 -4.5 4.6 17.8
2000 1.3 -7.5 -0.4 -6.3 6.7 -0.7 1.4 -2.4 -1.9 9.9 -1.8 -4.7 -7.3
2001 0.9 7.1 1.8 -8 -6 -1.4 -2.6 0.5 9 -5.4 -8 3.9 -9.3
2002 -6.1 6 8.2 -11.1 0.5 -8 -7 -0.6 -6 3.6 -2.5 -1.5 -23.5
2003 5.1 1.1 5.7 -0.7 1.5 1.5 1.4 5.4 7.4 0.6 -1.6 -3 26.4
2004 3.2 4.7 1 1 0.3 -3.3 2 1.2 -2.2 -1.2 1.2 1.5 9.5
2005 -0.5 3.7 -2 0.7 -1.3 3.1 0.5 3.8 -2.7 -1.6 2.7 -2.5 3.6
2006 1.5 2.1 2.9 2.6 2.7 0.7 0.3 -3.1 1.6 1 0.7 2.4 16.1
2007 -0.2 -3.7 1.7 3.6 1.4 -3.5 -1.9 3.8 3.7 1.1 -1.8 1.4 0
2008 3.8 -6.9 -17.5 -7.8 2.2 -1.6 -8.8 1.9 4.5 -1.4 -3.2 -5.9 -35.6
2009 3.3 6 -3.3 4.5 1.6 7.7 -2.7 9 10.2 5.4 -10.9 -8.2 21.7
2010 7.2 1.6 4.4 10.1 -5.5 9.7 -6.9 -8.4 -2.1 5.3 3.2 -4.6 12.3
2011 -0.9 -1.3 13.9 -11.2 -5.8 -1.7 -1 -2.3 2.3 0.2 3.5 3.3 -2.8
2012 1.3 -1.6 -0.8 3.3 2.3 0.4 2.9 -7.2 -0.8 2 3.5 8.3 13.5
2013 1.5 3.4 4 3.8 -3.4 6 -2.1 3.3 0.1 2.9 0.7 5.2 27.8
2014 0.5 2.9 1.5 -2.9 4.7 -2.3 2.9 2 -0.7 2 4.2 -2.9 0
2015 -1.5 0.6 7.3 -0.8 -6.6 3.4 -2.1 0.2 1.6 -1.8 3.7 -1.6 1.7
2016 1.4 7.5 -1.4 0.4 -0.7 1.6 -0.8 1.2 0.7 6.6 0.7 -5.8 11.1
2017 2.1 1.9 2.5 2.2 0.6 2.2 0.4 1.7 1.4 0.3 2.6 1.7 21.5
2018 -10 2.3 -8.9 0.9 3.3 3.9 0.5 2.6 0.6 -3.3 -7.3 2.4 0
2019 2.7 3.4 2 1.8 -1.7 1.7 5.8 -7.4 4.1 1.8 3 7.7 26.9
2020 1.6 10.4 -1.7 -30.6 7.1 5.5 1.7 4.6 12.5 -12.7 -9.8 -0.3 -18.9
2021 3.2 -2.3 1.2 -2.5 1.5 0.5 -2.1 2 7.4 7.2 1.6 -5.4 12
2022 -8.4 7.1 7.1 -8.5 -3.6 2.3 -4.6 3.2 -2.9 2.4 -1.1 -1.6 -9.6
2023 2 5.1 -1.7 -4 -2.6 2.3 4.2 -6 0.8 0.1 -2.4 0.9 -2
2024 -3.5 4 0.4 0.4 0 0 0 0 0 0 0 0 1.1