Virtus

  • Virtus Ceredex Small-Cap Value Equity Fund

Virtus Ceredex Small-Cap Value Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 1.3 0.6 -4 6 4 2 5.9 9 -0.4 -1.8 4.1 0 0
1998 -1.1 6.8 5.2 -3.4 -13.9 -6.2 -5.7 -4.1 0.8 4.6 6.9 -1.9 -13.4
1999 5.4 1.7 -4.9 -3.4 -4.3 -0.7 4.4 4.4 9.9 -4 -6.1 -3.9 -2.7
2000 11.3 -1.2 -0.9 -4.3 8.6 2.6 4.1 2.5 -0.8 2 -1.8 -4.3 17.9
2001 5.4 5.3 3.5 -10.5 2.3 0.5 2.1 3.7 2.6 -0.3 1 4.8 21.2
2002 -1.2 5 0.6 -5.7 2.4 -9.5 -3.2 -0.1 1.5 6.2 1.9 1.4 -1.7
2003 3.5 4.5 7.2 -0.7 5.4 3 2 7.5 6.8 -0.6 -3.9 -2.1 36.9
2004 3.8 7.7 2 4.7 -0.2 -4.2 4.9 1.6 -2.5 -0.2 3 2.8 25.5
2005 -18.1 4.2 -1.6 2 -0.1 7 2.4 4.8 -5.5 -2.2 3.2 -2.7 -8.9
2006 -1.2 2.4 5.1 1.5 3.5 -5.6 0.3 -4.7 1.2 4 1 8.6 16.1
2007 -3.4 -5.4 -0.2 0.9 1.2 -4.1 -1 6.6 1.6 1.5 0.4 3.5 1
2008 3.5 -9.1 -24.1 -3.6 4.8 3.7 -9.9 2.9 3.9 -1.6 -2.6 -4.3 -33.8
2009 6.6 2.9 -4.7 5.9 3.2 9.4 0.6 0.5 13 11.8 -9.4 -6.5 35
2010 6.9 1.7 2.5 11.6 -5 7.4 -6 -6.4 5.2 6.4 4.4 -1.3 28.8
2011 0.5 -1.6 12.9 -10.7 -5.5 -5.1 -0.5 -0.5 2.6 2.6 2.5 0.9 -3.7
2012 4.4 0.9 0.6 2.8 3.2 -2.1 3 -6.7 -0.9 2.7 3.5 4.9 16.8
2013 1.6 3.3 4.5 6.1 -3.7 7.9 -1.8 4.1 -2.1 2.6 1.3 7.6 35.1
2014 2.8 -0.1 7.5 -7 2.6 -6.3 5.2 0.3 -2 2.4 4 -5.7 2.6
2015 -4.4 -0.7 5.1 -4.7 -5.4 1.7 2.2 0.9 -1.9 1.3 5 -3.7 -5.3
2016 1.7 8.1 -3.4 0 1 4.8 1.5 2.1 2.5 8.6 3.4 -3.7 0
2017 1 6.2 -0.1 6.9 -3.1 0.5 0.3 -4.4 1.8 0.1 0 1.3 0
2018 -10.8 1 -8.4 -3.9 2.3 3.1 2.1 5 1.2 0 -5.2 1.3 0
2019 -3.9 0.9 0.3 4.4 -4.9 1.9 7.5 -10.8 6 -1.9 2.8 10.4 11.3
2020 6.9 14.3 4.2 -3.7 2.1 3.2 2.1 2 11.5 -24.8 -10.3 -2 -0.6
2021 -12.2 -1.9 3.6 -1.3 2.8 0.5 -1.6 0.9 4 6 27 -15 7.3
2022 -18.8 6.6 11.3 -9.3 -3.6 10.7 -12.9 4.1 -7.3 -1.8 0.3 -5.3 -26.9
2023 -0.4 5.9 -4.4 -5.4 -3.5 7.6 7.3 -5.4 -1.8 -3.6 -0.6 8.4 2.6
2024 -2.2 4.6 2.6 -3.2 0 0 0 0 0 0 0 0 1.7