Virtus

  • Virtus KAR Small-Cap Value Fund

Virtus KAR Small-Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2006 -1.2 5.8 6.1 1.7 -0.5 -0.7 0 0 0 0 0 0 0
2007 0.9 -9.2 1.4 3.6 3.4 -2.7 -1.4 1.8 0.6 0 -1.4 4.2 0.5
2008 5.4 -8.4 -17.8 -5.2 3.5 6 -7.9 1.1 3.1 -3.7 -5.1 -5.4 -31.4
2009 7 3.4 -3.5 6.7 0.5 9 3.3 0.6 16.4 4.8 -12.8 -9.6 24.5
2010 5.9 2.8 3.4 10.3 -5.9 5.4 -4.4 -6.2 4.2 6.3 4.2 -4.1 22.1
2011 -1.7 0.3 13.6 -8.5 -5.4 -2.8 0.5 -0.8 3.6 3.7 3.3 2.2 6.3
2012 2.1 3.8 -1.8 1.4 2 -3 0.8 -5.1 -2.7 2.6 2.1 6.1 8
2013 1.6 3.7 5.9 6.7 -2.3 8 -0.7 3.7 -2.4 3.7 1.1 5.7 39.8
2014 1.5 1.4 8.2 -3.8 3.8 -5.2 3.7 -0.6 -2 0.3 3.4 -7.5 2.1
2015 -3.5 2.4 7 -1.7 -5.7 -0.6 1.9 -0.9 -2.6 3.3 5.1 -5 -1.2
2016 3.5 11.2 -3.3 -0.8 1.2 0.7 0.4 4.2 0.1 6.7 2.9 -3.7 24.5
2017 -0.5 4.3 0.8 6.1 -1 1.7 2.2 -1.9 1.7 2.1 1.1 1.3 18.9
2018 -11.6 2 -9.5 -2.6 3.4 3.3 2.1 2.7 -3 0.4 -4.6 1.6 -16
2019 -0.1 1.6 3.4 2.6 -2.7 3.4 5.3 -7.3 5.6 -1.3 2.2 9.9 23.9
2020 4.2 15.1 3 -5.5 3.3 5.3 3.5 10.5 12.3 -16.2 -6.1 -1 27.1
2021 2.6 -2.2 3 -0.4 -0.4 -0.9 -2.3 -0.5 5 5.1 3.5 4 17.4
2022 -9.8 3.3 10.9 -9.1 -4.9 9.4 -6.9 -0.3 -5.9 -3.3 -2 -9.5 -26.8
2023 7.2 9.4 -4.9 -4.8 -2.2 4.2 8.8 -3.7 -0.6 -5.2 -2.2 10.7 15.6
2024 -5.3 1.8 4.7 -2.5 0 0 0 0 0 0 0 0 -1.6