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PICMX: VIRTUS KAR MID-CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info 62.35 0.04(0.06%) March 28
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (66%) |
Start Date: | 10/05/2007 |
Last Dividend Date: | 12/22/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/05/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | 8.4 | 30.4 | -2.0 | 11.9 | 13.1 | 15.0 | 8.9 | 22.3 | -33.5 | 1.8 | 63.4 | 44.5 | 7.7 | 33.8 | 2.2 | 2.8 | 4.0 | 25.1 | 15.5 | -7.0 | 23.4 | 44.0 | -44.9 | -8.0 |
Sharpe Ratio | NA | 2.64 | 1.66 | -0.17 | 0.37 | 0.51 | NA | 0.33 | 0.94 | -0.92 | 0.08 | 1.82 | 2.43 | 0.29 | 2.54 | 0.12 | 0.17 | 0.28 | 1.97 | 1.04 | -0.24 | 1.09 | 1.43 | -1.08 | -1.81 |
Draw Down(%) | NA | 3.8 | 15.5 | 46.8 | 46.8 | 46.8 | NA | 60.7 | 15.5 | 40.1 | 16.0 | 30.4 | 12.9 | 23.6 | 5.3 | 16.3 | 15.7 | 10.8 | 5.0 | 10.7 | 30.0 | 17.3 | 26.0 | 58.2 | 11.0 |
Standard Deviation(%) | NA | 17.0 | 17.2 | 27.3 | 27.7 | 23.0 | NA | 24.5 | 19.3 | 38.1 | 22.9 | 34.6 | 17.7 | 21.9 | 13.1 | 17.0 | 16.6 | 14.5 | 12.7 | 15.0 | 29.0 | 21.4 | 30.7 | 42.3 | 17.7 |
Treynor Ratio | NA | 0.43 | 0.27 | -0.04 | 0.1 | 0.11 | NA | 0.08 | 0.17 | -0.31 | 0.02 | 0.68 | 0.37 | 0.06 | 0.3 | 0.02 | 0.03 | 0.04 | 0.27 | 0.18 | -0.07 | 0.24 | 0.43 | -0.51 | -0.39 |
Alpha | NA | 0.06 | 0.01 | -0.02 | 0.0 | 0.01 | NA | 0.0 | -0.01 | 0.0 | -0.07 | 0.09 | 0.02 | 0.06 | 0.03 | -0.02 | 0.02 | -0.03 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.11 |
Beta | NA | 1.05 | 1.08 | 1.12 | 1.04 | 1.05 | NA | 0.99 | 1.09 | 1.12 | 1.15 | 0.93 | 1.16 | 1.15 | 1.1 | 1.0 | 1.0 | 1.0 | 0.92 | 0.89 | 1.01 | 0.96 | 1.01 | 0.89 | 0.83 |
RSquared | NA | 0.82 | 0.86 | 0.87 | 0.87 | 0.87 | NA | 0.91 | 0.9 | 0.89 | 0.84 | 0.9 | 0.82 | 0.91 | 0.48 | 0.89 | 0.91 | 0.89 | 0.91 | 0.91 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2007
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