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Virtus KAR Mid-Cap Growth Fund (PHSKX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
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60,45+0,70 (+1,17%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno9,79%
Rendimento medio quinquennale10,59%
Numero di anni in rialzo39
Numero di anni in ribasso9
Miglior rendimento complessivo in 1 anno (19 mag 2024)65,23%
Peggior rendimento complessivo in 1 anno (19 mag 2024)N/D
Miglior rendimento complessivo in 3 anni65,23%
Peggior rendimento complessivo in 3 anni-6,33%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoPHSKXCategoria
YTD0,54%10,80%
1 mese-7,18%4,43%
3 mesi2,79%7,00%
1 anno16,33%48,17%
3 anni-6,78%21,26%
5 anni8,31%20,18%
10 anni12,42%14,07%
Ultimo mercato al rialzo28,01%27,14%
Ultimo mercato in ribasso-25,79%-21,26%

Storico del rendimento totale annuo (%)

Anno
PHSKXCategoria
2024
N/DN/D
2023
22,00%N/D
2022
-33,46%N/D
2021
1,22%N/D
2020
65,23%39,26%
2019
42,34%32,52%
2018
7,53%-6,65%
2017
33,53%23,91%
2016
1,90%6,03%
2015
2,57%-0,95%
2014
3,75%7,00%
2013
24,80%34,93%
2012
15,26%14,07%
2011
-7,29%-3,96%
2010
22,84%24,61%
2009
43,57%39,11%
2008
-45,03%-43,77%
2007
1,40%15,09%
2006
-0,18%9,00%
2005
9,49%9,84%
2004
8,42%13,23%
2003
39,28%35,96%
2002
-32,02%-27,24%
2001
-36,45%-19,98%
2000
-17,33%-4,78%
1999
83,65%60,49%
1998
30,44%18,76%
1997
19,37%17,98%
1996
11,09%18,11%
1995
51,71%34,57%
1994
-3,92%-1,85%
1993
11,58%13,88%
1992
7,66%7,07%
1991
29,56%49,71%
1990
-5,57%-5,37%
1989
21,55%29,88%
1988
4,54%13,53%
1987
10,93%1,89%
1986
16,75%14,39%
1985
27,07%30,69%
1984
8,14%-6,83%
1983
31,20%21,55%
1982
42,73%28,59%
1981
2,89%-4,91%
1980
50,35%46,00%
1979
41,08%38,21%
1978
10,92%14,76%
1977
2,71%2,75%
1976
8,02%22,75%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20248,32%N/DN/DN/D
20236,00%9,53%-4,16%9,64%
2022-15,03%-25,79%1,71%3,75%
2021-4,60%7,58%2,21%-3,50%
2020-8,27%37,90%11,33%17,32%
201923,78%9,48%-5,32%10,93%
201812,03%8,87%5,27%-16,25%
201711,59%7,18%5,88%5,45%
2016-0,14%1,19%5,55%-4,46%
20155,07%1,45%-11,67%8,94%
2014-1,34%-0,48%-0,19%5,88%
20139,94%0,63%5,75%6,67%
201216,19%-6,02%4,64%0,87%
20119,14%-1,02%-24,19%13,20%
20106,45%-12,26%13,16%16,22%
2009-3,81%21,06%17,40%5,02%
2008-11,50%7,85%-20,33%-27,72%
20073,83%8,13%-3,41%-6,49%
20066,06%-9,71%0,06%4,17%
2005-0,53%1,33%2,70%5,77%
20044,03%-3,11%-7,85%16,73%
2003-4,61%25,95%7,42%7,92%
2002-3,54%-19,00%-21,10%10,28%
2001-36,28%15,15%-34,10%31,42%
200018,91%-9,74%10,37%-30,21%
19999,59%9,65%0,54%52,01%
199813,22%1,46%-19,55%41,15%
1997-7,69%14,54%16,07%-2,73%
1996-0,90%14,26%-0,96%-0,94%
19957,65%14,03%10,64%11,70%
1994-2,73%-0,84%1,54%-1,90%
19932,62%2,72%2,36%3,41%
1992-1,29%-1,30%3,38%6,90%
199118,78%-1,36%5,04%5,28%
1990-1,73%4,87%-13,11%5,45%
19894,13%6,51%8,18%1,31%
19884,47%3,58%-3,92%0,55%
198719,18%3,71%5,85%-15,21%
198614,09%5,80%-9,03%6,31%
19857,81%6,60%-5,00%16,40%
1984-6,46%0,58%10,25%4,25%
198314,67%12,34%2,80%-0,92%
1982-1,77%2,05%15,09%23,72%
19812,87%0,68%-8,81%8,94%
1980-6,34%18,10%19,04%14,18%
197912,59%4,64%12,10%6,83%
1978-2,08%12,73%8,47%-7,37%
1977-10,34%9,17%-0,81%5,80%
197619,20%-5,05%-6,33%1,89%

Classifica di categoria (per rendimento complessivo)

YTD70
1 mese81
3 mesi56
1 anno56
3 anni83
5 anni55

Rendimento con rettifica delle commissioni

1 anno9,93%
3 anni-8,52%
5 anni7,09%
10 anni11,78%