Virtus KAR Small-Cap Core Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.27 | 2.27 | 0 |
| 1997 | 1.54 | -0.53 | -3.58 | 0.28 | 8.89 | 2.98 | 7.18 | 1 | 4.27 | -4.68 | 2.38 | -1.32 | 19 |
| 1998 | -0.23 | 7.72 | 3.19 | 1.72 | -3.04 | 2.51 | -3.07 | -16.42 | 10.8 | 3.68 | 3.33 | 7.74 | 16.2 |
| 1999 | 1 | -3.36 | -1.77 | 9.5 | 3.17 | 0.94 | -0.55 | -5.05 | -3.7 | -0.27 | 2.3 | 2.19 | 3.6 |
| 2000 | -5.87 | 7.81 | 1.46 | -0.2 | 2.82 | -1 | 4.07 | 3.04 | -4.58 | 8.72 | 0.06 | 7.22 | 24.9 |
| 2001 | 1.28 | -3.45 | -1.9 | 12.37 | 3.62 | 0.54 | -0.8 | -3.89 | -12.31 | 1.22 | 6.4 | 5.36 | 6.5 |
| 2002 | -1.24 | 0.97 | 5.55 | -1.23 | -1.85 | -7.48 | -11.19 | 3.03 | -8.63 | 0.72 | 7.04 | -4.78 | -19 |
| 2003 | -3.56 | -4.27 | -0.15 | 7.19 | 7.27 | 3.09 | 2.74 | 2.67 | -2 | 6.98 | 1.96 | 2.83 | 26.7 |
| 2004 | 1.1 | 1.8 | -0.27 | -3.7 | 2.28 | 2.67 | -5.41 | -0.39 | 2.31 | 2.48 | 5.85 | 4.97 | 13.9 |
| 2005 | -4.25 | 0.91 | -1.95 | -4.95 | 4.13 | 1.91 | 4.25 | -1.07 | 0.05 | -1.42 | 7.16 | -1.16 | 3 |
| 2006 | 4.08 | -0.77 | 3.63 | -0.17 | -2.37 | -0.95 | -1.59 | 2.38 | 2.56 | 2.81 | 1.85 | 0.2 | 12 |
| 2007 | 2.28 | 1.19 | 0.49 | 0.29 | 3.11 | -2.3 | -5.22 | 2.81 | 3.24 | 1.8 | -5.59 | -1.58 | 0 |
| 2008 | -5.68 | -5.54 | -4.21 | 5.99 | 2.51 | -9 | 4.16 | 4 | -7.96 | -16.11 | -5.78 | 4.25 | -30.7 |
| 2009 | -9.14 | -12.25 | 8.51 | 15.17 | 1.63 | 2.59 | 8.97 | 1.84 | 6.75 | -3.82 | 3.59 | 6.42 | 30.5 |
| 2010 | -3.74 | 2.67 | 6.46 | 4.15 | -5.95 | -4.71 | 6 | -7.33 | 9.85 | 4.78 | 3.56 | 5.43 | 21.2 |
| 2011 | 2.46 | 4.52 | 3.26 | 4.09 | 0.89 | -1.32 | -3.66 | -3.21 | -7.25 | 10.62 | 0.22 | -0.48 | 9.3 |
| 2012 | 5.84 | 3.17 | 2.28 | -0.58 | -3.94 | 1.44 | -3.79 | 3.14 | 3.05 | -0.55 | 1.16 | 0.79 | 12.2 |
| 2013 | 5.46 | 1.27 | 2.42 | -2.27 | 2.28 | 0.98 | 4.59 | -1.16 | 4.79 | 2.33 | 2.07 | 2.31 | 27.8 |
| 2014 | -5.06 | 1.52 | 0.73 | -1.64 | 0.49 | 4.65 | -2.6 | 2.91 | -3.51 | 5 | 3.22 | 1.05 | 6.4 |
| 2015 | -3.47 | 5.29 | 2 | -0.38 | -1.47 | 1.21 | -0.4 | -5.6 | -2.97 | 7.88 | 3.69 | -3.67 | 1.3 |
| 2016 | -6 | 2.26 | 7.01 | 2.02 | 2.2 | -0.07 | 1.29 | 1.23 | 0.09 | -2.99 | 9.04 | 0.88 | 17.4 |
| 2017 | 3.71 | 2.37 | -0.47 | 2.29 | 1.89 | 2.51 | 2.07 | 2.35 | 4.03 | 3.23 | 4.74 | 1.77 | 35 |
| 2018 | 6.89 | -3.56 | 2.82 | -1.17 | 6.46 | -0.5 | 2.98 | 2.81 | -1.97 | -9.12 | 4.67 | -10.54 | -2 |
| 2019 | 7.49 | 10.67 | 2.07 | 6.6 | -6.7 | 5.77 | 2.7 | 0.18 | 0.82 | 2.5 | 1.33 | -2.08 | 34.8 |
| 2020 | -0.88 | -6.94 | -11.42 | 10.26 | 8.26 | -0.83 | 4.71 | 3.25 | -7.49 | -0.35 | 10.89 | 5.56 | 12.9 |
| 2021 | -12.28 | 5.14 | 15.68 | 3.77 | 0.49 | -0.52 | 1.97 | 1.36 | -1.96 | 4.2 | -2.9 | -6.72 | 5.8 |
| 2022 | -8.61 | -1.27 | 0.57 | -5.94 | 2.68 | -3.77 | 9.27 | -3.57 | -7.35 | 9.82 | 4.85 | -11.78 | -16.4 |
| 2023 | 8.62 | 2.63 | -0.79 | 0.4 | -3.78 | 9.07 | 4.52 | -0.26 | -4.82 | -3.25 | 10.26 | 3.03 | 27.1 |
| 2024 | -1.65 | 6.91 | 2.72 | -6.97 | 9.4 |