Virtus KAR Small-Cap Core Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -8.7 | 0.72 | 6.9 | -4.86 | 0 |
| 2003 | -3.64 | -4.28 | -0.3 | 7.07 | 7.17 | 3.05 | 2.7 | 2.63 | -2.14 | 6.86 | 1.87 | 2.86 | 25.6 |
| 2004 | 1 | 1.71 | -0.38 | -3.75 | 2.2 | 2.6 | -5.5 | -0.51 | 2.24 | 2.47 | 5.86 | 4.96 | 13 |
| 2005 | -4.38 | 0.82 | -2.1 | -5.11 | 4.13 | 1.9 | 4.25 | -1.19 | 0 | -1.51 | 7.05 | -1.24 | 1.9 |
| 2006 | 4.01 | -0.84 | 3.56 | -0.27 | -2.5 | -0.99 | -1.7 | 2.32 | 2.46 | 2.68 | 1.79 | 0.11 | 10.9 |
| 2007 | 2.18 | 1.09 | 0.46 | 0.21 | 3.02 | -2.42 | -5.25 | 2.74 | 3.16 | 1.69 | -5.66 | -1.68 | -1 |
| 2008 | -5.76 | -5.59 | -4.29 | 5.91 | 2.42 | -9.12 | 4.1 | 3.94 | -8.09 | -16.24 | -5.69 | 4.09 | -31.4 |
| 2009 | -9.23 | -12.34 | 8.39 | 15.03 | 1.58 | 2.44 | 8.94 | 1.75 | 6.7 | -3.86 | 3.43 | 6.39 | 29.2 |
| 2010 | -3.8 | 2.53 | 6.32 | 4.13 | -6.06 | -4.74 | 5.84 | -7.35 | 9.68 | 4.7 | 3.46 | 5.34 | 19.9 |
| 2011 | 2.41 | 4.46 | 3.14 | 4.02 | 0.77 | -1.36 | -3.8 | -3.29 | -7.36 | 10.61 | 0.06 | -0.54 | 8.3 |
| 2012 | 5.76 | 3.09 | 2.17 | -0.6 | -4.05 | 1.36 | -3.85 | 3.05 | 2.9 | -0.56 | 1.02 | 0.73 | 11.1 |
| 2013 | 5.4 | 1.16 | 2.3 | -2.35 | 2.2 | 0.91 | 4.52 | -1.26 | 4.72 | 2.21 | 2.02 | 2.21 | 26.5 |
| 2014 | -5.15 | 1.49 | 0.64 | -1.73 | 0.37 | 4.59 | -2.69 | 2.81 | -3.6 | 4.97 | 3.11 | 0.94 | 5.3 |
| 2015 | -3.51 | 5.18 | 1.95 | -0.48 | -1.53 | 1.12 | -0.52 | -5.68 | -3.01 | 7.76 | 3.6 | -3.74 | 0.3 |
| 2016 | -6.07 | 2.17 | 6.95 | 1.93 | 2.11 | -0.13 | 1.18 | 1.12 | 0.05 | -3.11 | 8.96 | 0.77 | 16.2 |
| 2017 | 3.62 | 2.31 | -0.53 | 2.17 | 1.8 | 2.43 | 2 | 2.27 | 3.91 | 3.18 | 4.62 | 1.68 | 33.7 |
| 2018 | 6.83 | -3.65 | 2.71 | -1.23 | 6.36 | -0.58 | 2.9 | 2.69 | -2 | -9.22 | 4.56 | -10.61 | -3 |
| 2019 | 7.36 | 10.63 | 1.95 | 6.52 | -6.79 | 5.71 | 2.6 | 0.1 | 0.76 | 2.39 | 1.23 | -3.18 | 32 |
| 2020 | -0.97 | -6.99 | -11.5 | 10.15 | 8.18 | -0.92 | 4.62 | 3.17 | -9.49 | -0.42 | 10.79 | 5.47 | 9.4 |
| 2021 | -15.9 | 5.08 | 2.74 | 21.53 | 0.42 | -0.59 | 1.87 | 1.28 | -2.04 | 4.12 | -2.99 | -10.55 | 0.6 |
| 2022 | -8.68 | -1.37 | 0.51 | -6.01 | 2.58 | -3.85 | 9.16 | -3.64 | -7.42 | 9.72 | 4.76 | -13.88 | -19.1 |
| 2023 | 8.52 | 2.53 | -0.85 | 0.32 | -3.88 | 9 | 4.43 | -0.35 | -4.87 | -3.37 | 10.19 | 1.67 | 24.3 |
| 2024 | -1.73 | 6.83 | 2.64 | -5.1 | 6.5 |