Virtus KAR Capital Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -15.76 | 0 |
| 1998 | 0.74 | 7.28 | 3.28 | -0.52 | -4.9 | 7.81 | 0.51 | -16.93 | 10.32 | 7.47 | 11.78 | 4.12 | 31.2 |
| 1999 | 10.5 | -5.52 | 7.89 | -0.95 | -2.59 | 7.4 | -1.4 | -0.05 | -9.34 | 7.41 | 8.36 | 0.31 | 21.8 |
| 2000 | 0.46 | 18.04 | 0.26 | -5.73 | -9.67 | 10.91 | -0.83 | 13.21 | -7.08 | -9.43 | -21.22 | 2.32 | -14.5 |
| 2001 | 3.77 | -13.72 | -11.52 | 16.54 | -1.96 | -5.16 | -7.98 | -9.91 | -17.35 | 5.25 | 13.14 | 1.94 | -28.6 |
| 2002 | -2.97 | -7.42 | 7.78 | -7.33 | -2.36 | -13.18 | -10.17 | 0.16 | -9.13 | 6.98 | 7.8 | -10.78 | -36 |
| 2003 | -0.33 | 0.17 | 0.66 | 9.56 | 6.47 | -0.57 | 5.26 | 3.64 | -2.47 | 6.68 | 1.13 | 2.1 | 36.6 |
| 2004 | 2.18 | -0.71 | -3.11 | -1.97 | 0 | 2.14 | -6.28 | -1.18 | 0.93 | 3.03 | 5.5 | 4.24 | 4.2 |
| 2005 | -3.95 | -0.85 | -0.73 | -3.44 | 5.22 | -2.3 | 4.96 | -3.19 | -0.37 | -0.49 | 3.94 | 0.24 | -1.5 |
| 2006 | 2.13 | -0.69 | 1.63 | 1.6 | -7.22 | -1.34 | -2.71 | 3.04 | 2.83 | 1.79 | 1.41 | -0.23 | 1.8 |
| 2007 | 3.02 | -2.36 | 0.46 | 3.21 | 3.67 | -1.29 | -1.2 | 2.31 | 5.48 | 3.87 | -4.91 | -0.41 | 12 |
| 2008 | -10.47 | -1.74 | 0 | 5.42 | 3.58 | -6.8 | -2.43 | -0.47 | -15.49 | -19.18 | -9.95 | 2.13 | -45.4 |
| 2009 | -3.8 | -6.51 | 8.02 | 9.96 | 5.15 | 0.84 | 6.7 | 1.1 | 5.12 | -2.36 | 4.99 | 3.6 | 36.4 |
| 2010 | -5.98 | 4.29 | 5.82 | -0.58 | -7.98 | -6.91 | 8.53 | -5.39 | 12.02 | 4.49 | 2.63 | 5.94 | 15.5 |
| 2011 | 2.93 | 4.95 | 0.24 | 1.76 | -1.97 | -2.24 | -2.29 | -9.38 | -9.95 | 15.58 | -1.57 | -0.93 | -5.1 |
| 2012 | 5.37 | 6.24 | 3.84 | -0.81 | -6.29 | 1.24 | -0.12 | 3.44 | 0.59 | -2.36 | 1.45 | -0.12 | 12.5 |
| 2013 | 4.53 | -0.34 | 2.41 | 0 | 1.34 | -0.55 | 5.22 | -1.27 | 5.88 | 3.63 | 1.75 | 2.78 | 28.2 |
| 2014 | -4.47 | 5.56 | -2.4 | -1.32 | 2.88 | 2.89 | -1.36 | 4.5 | -1.23 | 3.65 | 2.75 | -0.79 | 10.6 |
| 2015 | -1.85 | 7.91 | -0.58 | -0.75 | 1.6 | 0.51 | 3.22 | -7.38 | -2.92 | 10.68 | 0.82 | -2.03 | 8.3 |
| 2016 | -7.06 | -2.31 | 6.82 | -0.18 | 0.98 | -1 | 4.55 | 0.6 | 0.85 | -2.61 | -0.52 | -1.5 | -2 |
| 2017 | 4.68 | 3.63 | 1.71 | 3.09 | 4.88 | 0.36 | 3.63 | 0.8 | 1.89 | 2.79 | 2.03 | 0.36 | 34.1 |
| 2018 | 10.21 | -2.64 | -2.56 | 0.3 | 3.52 | 0.22 | 0.29 | 4.25 | -0.97 | -11.44 | 1.73 | -10.13 | -8.8 |
| 2019 | 12.24 | 6.77 | 2.72 | 4.97 | -6.65 | 7.53 | 1.29 | -3.16 | -3.1 | 1.92 | 6.52 | 2.06 | 36.6 |
| 2020 | 9.12 | 6.79 | 5.33 | 8.57 | 16.47 | -12.67 | -4.07 | 1.08 | -5.98 | -0.39 | 10.58 | 2.08 | 39 |
| 2021 | -13.06 | 3.07 | -1.57 | 17.26 | -3.67 | 6.32 | 0.88 | 5.94 | -4.96 | 5.7 | -1.92 | -10.58 | -0.3 |
| 2022 | -12.57 | -2.21 | 0.98 | -15.46 | -6.5 | -9.93 | 12.64 | -1.88 | -9.98 | 5.46 | 3.56 | -30.6 | -53.7 |
| 2023 | 10.24 | -2.86 | 3.26 | -0.1 | 2.44 | 8.45 | 4.58 | -1.31 | -6.93 | -3.63 | 11.49 | -4.53 | 20.9 |
| 2024 | 3.53 | 22.1 |