Virtus KAR Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.99 | 3.87 | 2.26 | 0 |
| 1998 | 0.1 | 9.69 | 5.86 | 1.24 | -0.9 | 3.62 | -1.83 | -15.22 | 6.21 | 8.36 | 5.64 | 7.03 | 30.9 |
| 1999 | 4.74 | -4.38 | 2.37 | 3.68 | -0.84 | 5.62 | -2.46 | -0.41 | -3.15 | 6.08 | 1.4 | 5.36 | 18.7 |
| 2000 | -4.61 | -1.72 | 9.97 | -1.84 | -2.25 | 1.47 | -0.63 | 6.71 | -6.23 | -0.32 | -7.37 | 1.37 | -6.6 |
| 2001 | 3.92 | -7.87 | -5.37 | 9.1 | 0.55 | -2.59 | -1.26 | -5.94 | -7.89 | 1.96 | 7.13 | 0.97 | -8.7 |
| 2002 | -1.48 | -2.4 | 3.7 | -5.94 | -0.55 | -6.9 | -8.01 | 0.65 | -11.14 | 8.29 | 5.93 | -5.96 | -23 |
| 2003 | -2.98 | -1.58 | 0.7 | 7.39 | 5.58 | 1.41 | 1.48 | 1.54 | -0.59 | 5.68 | 1.12 | 5.18 | 27.3 |
| 2004 | 1.6 | 1.2 | -1.11 | -2.09 | 1.22 | 2.11 | -3.18 | 0.38 | 0.99 | 1.05 | 4.69 | 3.26 | 10.3 |
| 2005 | -2.29 | 2.7 | -1.52 | -2.67 | 3.75 | 0.56 | 3.18 | -1.21 | 0.75 | -1.89 | 3.71 | -0.38 | 4.5 |
| 2006 | 2.41 | 0.72 | 1.04 | 1.67 | -3.03 | 0.33 | 0.78 | 2.77 | 2.69 | 2.99 | 2.07 | 1.5 | 17 |
| 2007 | 1.5 | -1.76 | 1.1 | 3.77 | 3.86 | -1.91 | -3.36 | 1.4 | 3.67 | 1.76 | -3.68 | -0.05 | 6.1 |
| 2008 | -5.84 | -3.13 | -1.44 | 4.61 | 1.97 | -8.78 | -1.57 | 2.29 | -7.85 | -17.36 | -6.79 | 3.16 | -35.5 |
| 2009 | -8.25 | -10.84 | 5.51 | 10.15 | 9.12 | -3.03 | 7.69 | 1.65 | 4.63 | -3.32 | 6.11 | 3.36 | 22.2 |
| 2010 | -4.54 | 3.29 | 5.31 | -2.29 | -8.33 | -6.85 | 9.73 | -5.4 | 10.16 | 4.54 | 1.63 | 7.28 | 12.9 |
| 2011 | 3.36 | 3.56 | 0.23 | 2.26 | -2.16 | -0.91 | -1.58 | -5.78 | -11.08 | 13.95 | -1.25 | -0.76 | -2.1 |
| 2012 | 8.37 | 3.48 | 2.05 | -0.73 | -7.14 | 3.01 | 0.47 | 2.34 | 3.26 | 18.68 | -17.61 | 1.3 | 14.3 |
| 2013 | 5.26 | 0.74 | 3.01 | 0.1 | 3.33 | -2.07 | 6.1 | -3.35 | 3.86 | 4.06 | 3.39 | 1.57 | 28.8 |
| 2014 | -2.83 | 4.32 | 2 | -0.64 | 2.02 | 2.96 | -2.2 | 4.74 | -2.8 | 1.63 | 2.93 | 0.56 | 13 |
| 2015 | -1.48 | 3.74 | -1.78 | 1.67 | 0.19 | -1.96 | 3.41 | -6.54 | -0.71 | 7.34 | 0.66 | -1.41 | 2.5 |
| 2016 | -5.7 | 0.71 | 6.77 | 0.66 | 1.2 | -0.7 | 1.65 | -0.7 | 0.49 | -1.41 | 7.59 | 1.41 | 11.9 |
| 2017 | 1.81 | 2.7 | 0.4 | 1.38 | 1.75 | 0.55 | 2.23 | 0.66 | 2.27 | 2.57 | 2.02 | 2.12 | 22.5 |
| 2018 | 2.46 | -7.21 | -3.21 | 0.7 | 2.61 | 0.62 | 3.92 | 3.42 | 0.91 | -8.84 | 2.34 | -9.8 | -12.7 |
| 2019 | 7.77 | 3.02 | 1.96 | 4.14 | -7.37 | 5.86 | 1.73 | -1.6 | 1.83 | 2.09 | 3.42 | 2.02 | 26.9 |
| 2020 | 7.1 | 5.54 | 1.85 | 4.63 | 12.48 | -12.61 | -9.75 | -0.27 | -28.12 | -1.65 | 10.46 | 1.64 | -15.4 |
| 2021 | -5.83 | 1.68 | 7.25 | 7.96 | 2.06 | -2.07 | 0.58 | 1.53 | -2.49 | 1.35 | -2.33 | 2.78 | 12.2 |
| 2022 | -1.52 | -1.06 | 2.38 | -2.76 | 3.23 | -4.45 | 2.38 | -3.53 | -8.43 | 7.23 | 7.15 | -7.49 | -8 |
| 2023 | 0.93 | -2.35 | 0.21 | 0.84 | -5.9 | 4.29 | 2.27 | -2.53 | -4.02 | -1.65 | 5.16 | 1.76 | -1.6 |
| 2024 | 0.42 | 10.5 |