Virtus KAR Small-Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | 0 | 0 | 0 | 0 | 0 | 0 | -0.79 | -0.5 | 1.69 | 6.07 | 5.81 | -1.24 | 0 |
| 2007 | 4.09 | -1.37 | 0 | 0.61 | 1.81 | -1.35 | -2.83 | 3.44 | 3.58 | 1.4 | -9.25 | 0.89 | 0.3 |
| 2008 | -5.37 | -5.2 | -3.69 | 3.11 | 1.1 | -7.92 | 5.97 | 3.48 | -5.15 | -17.75 | -8.5 | 5.55 | -31.5 |
| 2009 | -9.59 | -12.79 | 4.83 | 16.38 | 0.41 | 3.4 | 8.95 | 0.36 | 6.86 | -3.49 | 3.27 | 6.96 | 24.4 |
| 2010 | -4.14 | 4.21 | 6.17 | 4.53 | -6.15 | -4.48 | 5.39 | -5.94 | 10.23 | 3.36 | 2.77 | 5.92 | 22.2 |
| 2011 | 2.21 | 3.29 | 3.69 | 3.47 | -0.78 | 0.51 | -2.99 | -5.43 | -8.4 | 13.38 | 0.33 | -1.78 | 6.1 |
| 2012 | 6.06 | 2.14 | 2.64 | -2.72 | -5.05 | 0.79 | -3.12 | 1.95 | 1.41 | -1.89 | 3.84 | 2.02 | 7.8 |
| 2013 | 5.65 | 1.06 | 3.73 | -2.44 | 3.69 | -0.79 | 7.98 | -2.33 | 6.68 | 5.81 | 3.74 | 1.63 | 39.5 |
| 2014 | -7.5 | 3.41 | 0.24 | -2.03 | -0.67 | 3.68 | -5.19 | 3.72 | -3.83 | 8.17 | 1.33 | 1.52 | 1.8 |
| 2015 | -5.02 | 5.09 | 3.23 | -2.59 | -0.93 | 1.79 | -0.58 | -5.68 | -1.73 | 6.9 | 2.37 | -3.47 | -1.5 |
| 2016 | -3.71 | 2.8 | 6.67 | 0.13 | 4.14 | 0.4 | 0.58 | 1.23 | -0.77 | -3.34 | 11.17 | 3.41 | 24.1 |
| 2017 | 1.25 | 1.11 | 2.09 | 1.59 | -1.9 | 2.13 | 1.68 | -1.08 | 6.05 | 0.82 | 4.21 | -0.51 | 18.6 |
| 2018 | 1.58 | -4.63 | 0.38 | -3.1 | 2.69 | 2.02 | 3.26 | 3.37 | -2.56 | -9.47 | 1.99 | -11.61 | -16.2 |
| 2019 | 9.9 | 2.16 | -1.32 | 5.57 | -7.25 | 5.33 | 3.32 | -2.72 | 2.57 | 3.44 | 1.53 | 0.16 | 23.9 |
| 2020 | 3.3 | 5.29 | 3.49 | 10.44 | 12.33 | -16.19 | -6.18 | -0.99 | -5.31 | 2.86 | 15.14 | 4.2 | 27 |
| 2021 | 5.92 | 1.69 | 3.17 | 6.78 | -0.45 | -2.32 | -0.92 | -0.39 | -0.43 | 2.95 | -2.2 | 2.65 | 17.2 |
| 2022 | -9.51 | -1.93 | -3.38 | -5.93 | -0.35 | -6.89 | 9.4 | -4.89 | -9.13 | 10.88 | 3.24 | -9.63 | -26.8 |
| 2023 | 10.66 | -2.15 | -5.23 | -0.65 | -3.78 | 8.78 | 4.19 | -2.23 | -4.82 | -4.97 | 9.39 | 7.35 | 15.5 |
| 2024 | -2.51 | 9.2 |