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 -3.8 0.4 -4 5.9 4 1.9 0 0 0 0 0 0 0
1998 -0.9 6.7 5 -3.5 -14 -6.5 -5.5 -4.3 0.7 4.5 6.8 -1.9 0
1999 5.4 1.5 -4.9 -3.5 -4.3 -0.9 4.4 4.3 9.7 -4.1 -6 -4 -3.7
2000 11.1 -1.2 -1 -4.4 8.6 2.5 4 2.5 -0.9 1.9 -1.8 -4.5 16.7
2001 5.3 5.2 3.5 -10.6 2.2 0.4 2.1 3.5 2.5 -0.2 0.8 4.7 19.9
2002 -1.3 5 0.5 -5.7 2.2 -9.5 -3.3 -0.2 1.5 6.1 1.8 1.3 -2.7
2003 3.4 4.4 7.1 -0.7 5.4 3 1.9 7.5 6.6 -0.6 -3.9 -2.3 35.5
2004 3.8 7.7 2 4.7 -0.2 -4.2 4.8 1.7 -2.6 -0.2 2.9 2.7 24.8
2005 -18.6 4.2 -1.7 2 -0.1 7 2.4 4.8 -5.5 -2.3 3.1 -2.7 -9.6
2006 -1.3 2.4 5.1 1.5 3.5 -5.6 0.2 -4.8 1.2 4 1 8.6 15.8
2007 -3.5 -5.5 -0.2 1 1.1 -4.1 -0.9 6.6 1.6 1.5 0.4 3.5 0.7
2008 3.7 -9.2 -24.2 -3.7 4.7 3.6 -9.8 2.9 3.9 -1.7 -2.6 -4.2 -34
2009 6.7 2.7 -4.7 6 3.1 9.3 0.6 0.5 12.8 12 -9.4 -6.7 34.4
2010 6.8 1.6 2.4 11.5 -5.1 7.3 -6.1 -6.5 5.2 6.2 4.4 -1.5 27.4
2011 0.4 -1.7 12.9 -10.8 -5.5 -5.2 -0.6 -0.6 2.5 2.6 2.4 0.9 -4.6
2012 4.3 0.9 0.5 2.7 3.2 -2.1 2.8 -6.7 -1 2.5 3.5 4.8 15.8
2013 1.6 3.2 4.5 6 -3.8 7.9 -1.9 4 -2.1 2.5 1.3 7.5 34.2
2014 2.8 -0.1 7.5 -7.1 2.6 -6.4 5.1 0.2 -2 2.3 3.9 -5.7 2
2015 -4.4 -0.8 5 -4.7 -5.5 1.7 2.2 0.8 -2 1.3 5 -3.9 -6
2016 1.5 8.1 -3.5 0 1 4.7 1.5 2 2.4 8.5 3.2 -3.7 28.2
2017 0.9 6.2 -0.2 6.8 -3.1 0.4 0.3 -4.5 1.8 0 0 1.2 9.6
2018 -10.9 0.9 -8.5 -3.9 2.2 3.1 2.1 4.8 1.2 0 -5.3 1.3 -13.5
2019 -3.9 0.7 0.4 4.3 -4.9 1.8 7.5 -10.9 6 -2 2.7 10.4 10.5
2020 6.7 14.3 4.1 -3.2 1.9 3.2 2 1.7 11.5 -24.8 -10.4 -2.1 -1
2021 -14.8 -2 3.6 -1.3 2.7 0.4 -1.6 0.8 3.9 6 30.9 -17.6 3.3
2022 -22.5 6.5 11.3 -9.3 -3.6 10.5 -13.8 4.2 -7.4 -1.9 0.3 -5.4 -31.4
2023 -7.4 5.8 -4.3 -5.4 -3.6 7.5 6.5 -5.5 -1.7 -3.7 -0.6 8.2 -5.9
2024 -2.1 4.5 2.5 -3.1 0 0 0 0 0 0 0 0 -1.3