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 | -0.69 | -0.49 | 1.69 | 6.06 | 5.81 | -1.2 | 0 |
2007 | 4.17 | -1.36 | 0 | 0.61 | 1.8 | -1.35 | -2.74 | 3.43 | 3.57 | 1.4 | -9.15 | 0.9 | 0.5 |
2008 | -5.37 | -5.1 | -3.69 | 3.1 | 1.1 | -7.9 | 5.97 | 3.48 | -5.15 | -17.75 | -8.38 | 5.4 | -31.4 |
2009 | -9.59 | -12.79 | 4.83 | 16.38 | 0.55 | 3.26 | 8.95 | 0.48 | 6.73 | -3.49 | 3.38 | 6.97 | 24.5 |
2010 | -4.14 | 4.21 | 6.28 | 4.2 | -6.24 | -4.37 | 5.39 | -5.94 | 10.34 | 3.35 | 2.77 | 5.94 | 22.1 |
2011 | 2.21 | 3.29 | 3.69 | 3.55 | -0.78 | 0.47 | -2.83 | -5.43 | -8.48 | 13.56 | 0.25 | -1.73 | 6.3 |
2012 | 6.14 | 2.14 | 2.64 | -2.65 | -5.12 | 0.77 | -3.04 | 1.95 | 1.41 | -1.8 | 3.84 | 2.05 | 8 |
2013 | 5.65 | 1.13 | 3.73 | -2.44 | 3.68 | -0.74 | 7.98 | -2.26 | 6.68 | 5.87 | 3.74 | 1.63 | 39.8 |
2014 | -7.49 | 3.4 | 0.3 | -2.03 | -0.61 | 3.69 | -5.19 | 3.78 | -3.83 | 8.17 | 1.39 | 1.52 | 2.1 |
2015 | -5.02 | 5.09 | 3.29 | -2.58 | -0.92 | 1.89 | -0.58 | -5.67 | -1.73 | 6.97 | 2.37 | -3.47 | -1.2 |
2016 | -3.7 | 2.87 | 6.66 | 0.13 | 4.2 | 0.38 | 0.65 | 1.23 | -0.77 | -3.28 | 11.16 | 3.47 | 24.5 |
2017 | 1.31 | 1.06 | 2.14 | 1.65 | -1.9 | 2.16 | 1.68 | -1.03 | 6.05 | 0.81 | 4.26 | -0.49 | 18.9 |
2018 | 1.64 | -4.62 | 0.38 | -3.04 | 2.69 | 2.07 | 3.26 | 3.41 | -2.55 | -9.49 | 2.04 | -11.56 | -16 |
2019 | 9.91 | 2.17 | -1.26 | 5.57 | -7.26 | 5.33 | 3.38 | -2.72 | 2.63 | 3.38 | 1.58 | -0.05 | 23.9 |
2020 | 3.3 | 5.29 | 3.49 | 10.5 | 12.33 | -16.15 | -6.14 | -0.99 | -5.5 | 2.95 | 15.13 | 4.23 | 27.1 |
2021 | 4 | 3.51 | 5.08 | 4.99 | -0.45 | -2.32 | -0.88 | -0.36 | -0.43 | 2.99 | -2.17 | 2.57 | 17.4 |
2022 | -9.47 | -1.96 | -3.33 | -5.88 | -0.34 | -6.88 | 9.43 | -4.88 | -9.11 | 10.85 | 3.32 | -9.82 | -26.8 |
2023 | 10.7 | -2.15 | -5.22 | -0.6 | -3.73 | 8.81 | 4.18 | -2.22 | -4.8 | -4.91 | 9.41 | 7.23 | 15.6 |
2024 | -2.51 | 9.4 |