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 | 3.66 | 2.44 | 0 |
| 1998 | -0.1 | 9.71 | 5.7 | 1.24 | -0.98 | 3.56 | -1.92 | -15.23 | 6.15 | 8.24 | 5.6 | 7 | 29.8 |
| 1999 | 4.62 | -4.49 | 2.39 | 3.57 | -0.91 | 5.54 | -2.49 | -0.48 | -3.19 | 6.01 | 1.35 | 5.31 | 17.8 |
| 2000 | -4.67 | -1.81 | 9.92 | -1.87 | -2.35 | 1.43 | -0.7 | 6.71 | -6.34 | -0.39 | -7.45 | 1.33 | -7.3 |
| 2001 | 3.87 | -7.98 | -5.35 | 9.01 | 0.49 | -2.58 | -1.36 | -6.02 | -7.95 | 1.84 | 7.08 | 0.92 | -9.3 |
| 2002 | -1.52 | -2.47 | 3.57 | -5.97 | -0.57 | -6.96 | -8.01 | 0.48 | -11.14 | 8.15 | 5.95 | -6.08 | -23.5 |
| 2003 | -2.99 | -1.64 | 0.63 | 7.37 | 5.41 | 1.38 | 1.45 | 1.52 | -0.7 | 5.66 | 1.09 | 5.05 | 26.4 |
| 2004 | 1.5 | 1.17 | -1.15 | -2.18 | 1.19 | 2.04 | -3.31 | 0.32 | 0.95 | 1.02 | 4.67 | 3.19 | 9.5 |
| 2005 | -2.45 | 2.66 | -1.58 | -2.7 | 3.75 | 0.51 | 3.1 | -1.33 | 0.71 | -1.97 | 3.66 | -0.46 | 3.6 |
| 2006 | 2.37 | 0.68 | 0.95 | 1.61 | -3.09 | 0.27 | 0.68 | 2.69 | 2.62 | 2.94 | 2.05 | 1.46 | 16.1 |
| 2007 | 1.38 | -1.84 | 1.09 | 3.7 | 3.8 | -1.94 | -3.45 | 1.35 | 3.59 | 1.67 | -3.68 | -0.17 | 5.2 |
| 2008 | -5.88 | -3.22 | -1.44 | 4.52 | 1.89 | -8.82 | -1.64 | 2.2 | -7.82 | -17.47 | -6.86 | 3.77 | -35.6 |
| 2009 | -8.24 | -10.92 | 5.42 | 10.19 | 8.96 | -2.74 | 7.67 | 1.55 | 4.51 | -3.32 | 5.98 | 3.31 | 21.7 |
| 2010 | -4.59 | 3.21 | 5.25 | -2.11 | -8.42 | -6.91 | 9.73 | -5.47 | 10.11 | 4.44 | 1.56 | 7.19 | 12.3 |
| 2011 | 3.32 | 3.47 | 0.18 | 2.25 | -2.26 | -0.97 | -1.66 | -5.81 | -11.15 | 13.89 | -1.31 | -0.86 | -2.8 |
| 2012 | 8.31 | 3.47 | 1.97 | -0.82 | -7.16 | 2.93 | 0.37 | 2.28 | 3.26 | -0.82 | -1.59 | 1.26 | 13.5 |
| 2013 | 5.2 | 0.73 | 2.9 | 0.05 | 3.25 | -2.12 | 6.01 | -3.39 | 3.82 | 3.98 | 3.35 | 1.47 | 27.8 |
| 2014 | -2.86 | 4.18 | 1.98 | -0.68 | 1.96 | 2.89 | -2.3 | 4.71 | -2.85 | 1.54 | 2.89 | 0.45 | 12.2 |
| 2015 | -1.55 | 3.67 | -1.82 | 1.6 | 0.15 | -2.1 | 3.42 | -6.61 | -0.84 | 7.34 | 0.6 | -1.49 | 1.7 |
| 2016 | -5.77 | 0.72 | 6.6 | 0.67 | 1.15 | -0.83 | 1.56 | -0.71 | 0.42 | -1.43 | 7.47 | 1.39 | 11.1 |
| 2017 | 1.7 | 2.63 | 0.33 | 1.36 | 1.71 | 0.44 | 2.19 | 0.62 | 2.19 | 2.52 | 1.93 | 2.07 | 21.5 |
| 2018 | 2.37 | -7.27 | -3.25 | 0.6 | 2.57 | 0.52 | 3.88 | 3.34 | 0.86 | -8.87 | 2.29 | -9.95 | -13.4 |
| 2019 | 7.72 | 2.96 | 1.84 | 4.07 | -7.38 | 5.8 | 1.66 | -1.69 | 1.77 | 2.02 | 3.36 | 2.74 | 26.9 |
| 2020 | 7.06 | 5.46 | 1.74 | 4.56 | 12.49 | -12.7 | -9.83 | -0.3 | -30.58 | -1.7 | 10.37 | 1.62 | -18.9 |
| 2021 | -5.41 | 1.64 | 7.15 | 7.36 | 1.96 | -2.09 | 0.51 | 1.45 | -2.53 | 1.24 | -2.34 | 3.2 | 12 |
| 2022 | -1.6 | -1.12 | 2.39 | -2.89 | 3.2 | -4.55 | 2.32 | -3.58 | -8.48 | 7.14 | 7.08 | -8.41 | -9.6 |
| 2023 | 0.92 | -2.43 | 0.12 | 0.81 | -5.97 | 4.19 | 2.26 | -2.64 | -4.04 | -1.71 | 5.09 | 2.04 | -2 |
| 2024 | 0.37 | 12.4 |