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
1997 -15.8 0 0 0 0 0 0 0 0 0 0 0 0
1998 4.1 11.8 7.5 10.3 -16.9 0.5 7.8 -4.9 -0.5 3.3 7.3 0.7 31.2
1999 0.3 8.4 7.4 -9.3 -0.1 -1.4 7.4 -2.6 -1 7.9 -5.5 10.5 21.7
2000 2.3 -21.2 -9.4 -7.1 13.2 -0.8 10.9 -9.7 -5.7 0.3 18 0.5 -14.5
2001 1.9 13.1 5.3 -17.4 -9.9 -8 -5.2 -2 16.5 -11.5 -13.7 3.8 -28.6
2002 -10.8 7.8 7 -9.1 0.2 -10.2 -13.2 -2.4 -7.3 7.8 -7.4 -3 -36
2003 2.1 1.1 6.7 -2.5 3.6 5.3 -0.6 6.5 9.6 0.7 0.2 -0.3 36.6
2004 4.2 5.5 3 0.9 -1.2 -6.3 2.1 0 -2 -3.1 -0.7 2.2 4.2
2005 0.2 3.9 -0.5 -0.4 -3.2 5 -2.3 5.2 -3.4 -0.7 -0.9 -4 -1.5
2006 -0.2 1.4 1.8 2.8 3 -2.7 -1.3 -7.2 1.6 1.6 -0.7 2.1 1.8
2007 -0.4 -4.9 3.9 5.5 2.3 -1.2 -1.3 3.7 3.2 0.5 -2.4 3 11.9
2008 2.1 -10 -19.2 -15.5 -0.5 -2.4 -6.8 3.6 5.4 0 -1.7 -10.5 -45.4
2009 3.6 5 -2.4 5.1 1.1 6.7 0.8 5.2 10 8 -6.5 -3.8 36.4
2010 5.9 2.6 4.5 12 -5.4 8.5 -6.9 -8 -0.6 5.8 4.3 -6 15.5
2011 -0.9 -1.6 15.6 -10 -9.4 -2.3 -2.2 -2 1.8 0.2 5 2.9 -5.1
2012 -0.1 1.5 -2.4 0.6 3.4 -0.1 1.2 -6.3 -0.8 3.8 6.2 5.4 12.5
2013 2.8 1.8 3.6 5.9 -1.3 5.2 -0.6 1.3 0 2.4 -0.3 4.5 28.2
2014 -0.8 2.8 3.7 -1.2 4.5 -1.4 2.9 2.9 -1.3 -2.4 5.6 -4.5 10.6
2015 -2 0.8 10.7 -2.9 -7.4 3.2 0.5 1.6 -0.8 -0.6 7.9 -1.9 8.3
2016 -1.5 -0.5 -2.6 0.9 0.6 4.6 -1 1 -0.2 6.8 -2.3 -7.1 -2
2017 0.4 2 2.8 1.9 0.8 3.6 0.4 4.9 3.1 1.7 3.6 4.7 34.1
2018 -10.1 1.7 -11.4 -1 4.3 0.3 0.2 3.5 0.3 -2.6 -2.6 10.2 0
2019 2.1 6.5 1.9 -3.1 -3.2 1.3 7.5 -6.7 5 2.7 6.8 12.2 36.6
2020 2.1 10.6 -0.4 -6 9.1 6.8 5.3 8.6 16.5 -12.7 -4.1 1.1 38.9
2021 -10.6 -1.9 5.7 -5 5.9 0.9 6.3 -3.7 17.3 -1.6 3.1 -13.1 -0.3
2022 -30.6 3.6 5.5 -10 -1.9 12.6 -9.9 -6.5 -15.5 1 -2.2 -12.6 -53.6
2023 -4.5 11.5 -3.6 -6.9 -1.3 4.6 8.5 2.4 -0.1 3.3 -2.9 10.2 20.9
2024 -4.5 0.8 9.4 3.5 0 0 0 0 0 0 0 0 12.9