Virtus KAR Capital Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.99 | 3.36 | 0 |
| 1996 | -2.01 | 3.63 | 1.71 | 9.37 | 5.01 | -3.7 | -7.43 | 2.94 | 5.62 | -1.99 | 2.51 | -0.29 | 15.2 |
| 1997 | 6.12 | -5.69 | -3.57 | -0.99 | 5.98 | 4.88 | 12.37 | -3 | 8.32 | -5.65 | -1.95 | 0.99 | 17.2 |
| 1998 | 0.73 | 7.41 | 3.3 | -0.44 | -4.81 | 7.74 | 0.57 | -16.9 | 10.47 | 7.55 | 11.75 | 14.05 | 44.4 |
| 1999 | 10.56 | -5.44 | 7.99 | -0.92 | -2.52 | 7.49 | -1.36 | 0.05 | -1.02 | 7.47 | 8.41 | 14.53 | 52.8 |
| 2000 | 0.5 | 18.13 | 0.29 | -5.67 | -9.59 | 10.95 | -0.75 | 13.28 | -7.02 | -9.4 | -21.17 | 2.46 | -13.8 |
| 2001 | 3.91 | -13.75 | -11.42 | 16.56 | -1.84 | -5.09 | -7.91 | -9.94 | -17.2 | 5.16 | 13.36 | 1.91 | -28.1 |
| 2002 | -2.88 | -7.35 | 7.83 | -7.36 | -2.21 | -13.21 | -10.01 | 0.14 | -9.09 | 7.14 | 7.85 | -10.71 | -35.5 |
| 2003 | -0.31 | 0.31 | 0.62 | 9.63 | 6.56 | -0.39 | 5.26 | 3.62 | -2.41 | 6.79 | 1.16 | 2.17 | 37.5 |
| 2004 | 2.24 | -0.66 | -2.97 | -1.93 | 0 | 2.2 | -6.12 | -1.21 | 0.98 | 3.14 | 5.63 | 4.22 | 5 |
| 2005 | -3.94 | -0.78 | -0.67 | -3.37 | 5.36 | -2.21 | 4.97 | -3.12 | -0.33 | -0.45 | 4.03 | 0.32 | -0.8 |
| 2006 | 2.15 | -0.63 | 1.8 | 1.56 | -7.06 | -1.32 | -2.68 | 3.09 | 2.89 | 1.94 | 1.38 | -0.1 | 2.6 |
| 2007 | 3.03 | -2.23 | 0.42 | 3.31 | 3.7 | -1.25 | -1.08 | 2.37 | 5.6 | 3.93 | -4.93 | -0.28 | 12.8 |
| 2008 | -10.39 | -1.66 | 0 | 5.47 | 3.69 | -6.83 | -2.27 | -0.42 | -15.5 | -19.1 | -9.94 | 2.41 | -44.9 |
| 2009 | -3.87 | -6.48 | 8.24 | 10.03 | 5.03 | 0.9 | 6.82 | 1.11 | 5.22 | -2.22 | 5.07 | 3.56 | 37.2 |
| 2010 | -5.89 | 4.3 | 6 | -0.94 | -7.98 | -6.73 | 8.46 | -5.24 | 12.03 | 4.54 | 2.65 | 6.11 | 16 |
| 2011 | 2.99 | 4.95 | 0.31 | 1.84 | -1.91 | -2.15 | -2.3 | -9.3 | -9.79 | 15.56 | -1.58 | -0.8 | -4.4 |
| 2012 | 5.56 | 6.15 | 3.93 | -0.7 | -6.21 | 1.28 | -0.11 | 3.48 | 0.61 | -2.23 | 1.56 | 0 | 13.4 |
| 2013 | 4.6 | -0.39 | 2.45 | 0.1 | 1.43 | -0.56 | 5.32 | -1.17 | 5.94 | 3.71 | 1.83 | 2.86 | 29.1 |
| 2014 | -4.44 | 5.65 | -2.44 | -1.21 | 3.02 | 2.85 | -1.23 | 4.52 | -1.12 | 3.7 | 2.84 | -0.74 | 11.4 |
| 2015 | -1.85 | 8.01 | -0.49 | -0.7 | 1.63 | 0.57 | 3.32 | -7.38 | -2.88 | 10.79 | 0.89 | -1.96 | 9 |
| 2016 | -6.97 | -2.29 | 6.89 | -0.15 | 1.1 | -0.97 | 4.63 | 0.63 | 0.98 | -2.62 | -0.43 | -1.37 | -1.3 |
| 2017 | 4.7 | 3.67 | 1.73 | 3.19 | 4.95 | 0.49 | 3.62 | 0.89 | 1.95 | 2.84 | 2.1 | 0.46 | 35.1 |
| 2018 | 10.24 | -2.57 | -2.47 | 0.35 | 3.58 | 0.28 | 0.4 | 4.28 | -0.86 | -11.43 | 1.78 | -10.01 | -8.1 |
| 2019 | 12.44 | 6.76 | 2.79 | 5.07 | -6.55 | 7.56 | 1.37 | -3.1 | -2.97 | 1.92 | 6.59 | 3.04 | 39.1 |
| 2020 | 9.16 | 6.86 | 5.38 | 8.61 | 16.53 | -12.62 | -3.97 | 1.23 | -4.81 | -0.33 | 10.66 | 2.16 | 41.8 |
| 2021 | -10.34 | 3.17 | -1.52 | 13.85 | -3.65 | 6.43 | 0.92 | -1.63 | -4.88 | 5.8 | -1.91 | -0.56 | 3.6 |
| 2022 | -12.48 | -2.17 | 1.02 | -15.39 | -6.38 | -9.9 | 12.71 | -1.78 | -9.93 | 5.51 | 3.6 | -22.67 | -48 |
| 2023 | 10.24 | -2.8 | 3.4 | 0 | 2.47 | 8.46 | 4.73 | -1.31 | -6.83 | -3.55 | 11.59 | -0.71 | 26.7 |
| 2024 | 3.6 | 23.1 |