Virtus

  • Virtus KAR Capital Growth Fund

Virtus KAR Capital Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 3.4 6 0 0 0 0 0 0 0 0 0 0 0
1996 -0.3 2.5 -2 5.6 2.9 -7.4 -3.7 5 9.4 1.7 3.6 -2 15.2
1997 1 -2 -5.7 8.3 -3 12.4 4.9 6 -1 -3.6 -5.7 6.1 17.2
1998 14.1 11.8 7.6 10.5 -16.9 0.6 7.7 -4.8 -0.4 3.3 7.4 0.7 44.4
1999 14.5 8.4 7.5 -1 0.1 -1.4 7.5 -2.5 -0.9 8 -5.4 10.6 52.8
2000 2.5 -21.2 -9.4 -7 13.3 -0.8 11 -9.6 -5.7 0.3 18.1 0.5 -13.8
2001 1.9 13.4 5.2 -17.2 -9.9 -7.9 -5.1 -1.8 16.6 -11.4 -13.8 3.9 -28.1
2002 -10.7 7.9 7.1 -9.1 0.1 -10 -13.2 -2.2 -7.4 7.8 -7.4 -2.9 -35.5
2003 2.2 1.2 6.8 -2.4 3.6 5.3 -0.4 6.6 9.6 0.6 0.3 -0.3 37.5
2004 4.2 5.6 3.1 1 -1.2 -6.1 2.2 0 -1.9 -3 -0.7 2.2 5
2005 0.3 4 -0.5 -0.3 -3.1 5 -2.2 5.4 -3.4 -0.7 -0.8 -3.9 -0.7
2006 -0.1 1.4 1.9 2.9 3.1 -2.7 -1.3 -7.1 1.6 1.8 -0.6 2.2 2.6
2007 -0.3 -4.9 3.9 5.6 2.4 -1.1 -1.3 3.7 3.3 0.4 -2.2 3 12.8
2008 2.4 -9.9 -19.1 -15.5 -0.4 -2.3 -6.8 3.7 5.5 0 -1.7 -10.4 -44.9
2009 3.6 5.1 -2.2 5.2 1.1 6.8 0.9 5 10 8.2 -6.5 -3.9 37.2
2010 6.1 2.7 4.5 12 -5.2 8.5 -6.7 -8 -0.9 6 4.3 -5.9 16
2011 -0.8 -1.6 15.6 -9.8 -9.3 -2.3 -2.2 -1.9 1.8 0.3 5 3 -4.4
2012 0 1.6 -2.2 0.6 3.5 -0.1 1.3 -6.2 -0.7 3.9 6.2 5.6 13.4
2013 2.9 1.8 3.7 5.9 -1.2 5.3 -0.6 1.4 0.1 2.5 -0.4 4.6 29.1
2014 -0.7 2.8 3.7 -1.1 4.5 -1.2 2.9 3 -1.2 -2.4 5.7 -4.4 11.4
2015 -2 0.9 10.8 -2.9 -7.4 3.3 0.6 1.6 -0.7 -0.5 8 -1.9 9
2016 -1.4 -0.4 -2.6 1 0.6 4.6 -1 1.1 -0.2 6.9 -2.3 -7 -1.2
2017 0.5 2.1 2.8 2 0.9 3.6 0.5 5 3.2 1.7 3.7 4.7 35.1
2018 -10 1.8 -11.4 -0.9 4.3 0.4 0.3 3.6 0.4 -2.5 -2.6 10.2 -8.1
2019 3 6.6 1.9 -3 -3.1 1.4 7.6 -6.6 5.1 2.8 6.8 12.4 39
2020 2.2 10.7 -0.3 -4.8 9.2 6.9 5.4 8.6 16.5 -12.6 -4 1.2 41.7
2021 -0.6 -1.9 5.8 -4.9 -1.6 0.9 6.4 -3.7 13.9 -1.5 3.2 -10.3 3.6
2022 -22.7 3.6 5.5 -9.9 -1.8 12.7 -9.9 -6.4 -15.4 1 -2.2 -12.5 -48
2023 -0.7 11.6 -3.6 -6.8 -1.3 4.7 8.5 2.5 0 3.4 -2.8 10.2 26.7
2024 -4.5 0.9 9.5 3.6 0 0 0 0 0 0 0 0 11.1