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PKSAX: VIRTUS KAR SMALL-CAP CORE FUND CLASS A (MUTUAL FUND)
Basic Info 45.01 0.07(0.16%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 09/05/2002 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 13.71% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.7 | 3.3 | 10.8 | 3.3 | 11.3 | 10.9 | 9.5 | 9.8 | -2.9 | 13.4 | 31.9 | -16.8 | 4.8 | 12.2 | 39.8 | -2.3 | 34.6 | 17.1 | 1.0 | 6.1 | 27.5 | 11.9 | 9.0 | 20.9 | 30.2 | -30.9 | -0.2 | 11.7 | 2.7 | 13.6 | 26.4 | -2.9 |
| Sharpe Ratio | NA | 0.24 | 0.04 | 0.45 | 0.04 | 0.5 | NA | NA | 0.43 | -0.31 | 0.61 | 1.82 | -0.82 | 0.25 | 0.34 | 2.73 | -0.21 | 3.43 | 1.08 | 0.07 | 0.49 | 2.43 | 0.92 | 0.33 | 1.05 | 1.01 | -0.81 | -0.21 | 0.64 | 0.04 | 0.89 | 1.58 | -0.36 |
| Draw Down(%) | NA | 11.2 | 11.2 | 21.9 | 31.3 | 33.5 | NA | NA | 54.7 | 18.0 | 8.5 | 11.2 | 20.8 | 15.8 | 33.5 | 7.3 | 22.3 | 5.9 | 11.6 | 12.3 | 7.9 | 4.8 | 8.8 | 20.6 | 14.8 | 30.5 | 45.3 | 10.9 | 10.5 | 10.8 | 12.0 | 17.4 | 17.2 |
| Standard Deviation(%) | NA | 16.1 | 15.3 | 16.8 | 18.5 | 19.3 | NA | NA | 19.9 | 18.6 | 16.0 | 15.7 | 22.2 | 19.1 | 34.6 | 14.0 | 17.1 | 9.9 | 15.7 | 14.9 | 12.3 | 11.3 | 13.0 | 27.3 | 19.9 | 29.9 | 39.4 | 15.8 | 12.9 | 12.3 | 14.2 | 16.2 | 27.2 |
| Treynor Ratio | NA | 0.09 | 0.01 | 0.12 | 0.01 | 0.14 | NA | NA | 0.11 | -0.09 | 0.13 | 0.42 | -0.31 | 0.09 | 0.14 | 0.49 | -0.04 | 0.43 | 0.2 | 0.01 | 0.09 | 0.38 | 0.17 | 0.11 | 0.26 | 0.34 | -0.36 | -0.04 | 0.12 | 0.01 | 0.18 | 0.34 | -0.1 |
| Alpha | NA | -0.03 | -0.04 | 0.0 | 0.0 | 0.01 | NA | NA | 0.0 | -0.04 | 0.0 | 0.05 | 0.0 | 0.01 | -0.05 | 0.04 | 0.01 | 0.06 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.04 | -0.01 | -0.02 | 0.03 | -0.03 | 0.01 | -0.02 | 0.01 | -0.02 | -0.07 |
| Beta | NA | 0.43 | 0.51 | 0.64 | 0.62 | 0.7 | NA | NA | 0.77 | 0.65 | 0.74 | 0.68 | 0.59 | 0.51 | 0.84 | 0.79 | 0.82 | 0.8 | 0.83 | 0.86 | 0.71 | 0.72 | 0.7 | 0.82 | 0.81 | 0.89 | 0.88 | 0.8 | 0.7 | 0.77 | 0.71 | 0.76 | 0.98 |
| RSquared | NA | 0.36 | 0.45 | 0.66 | 0.63 | 0.71 | NA | NA | 0.82 | 0.72 | 0.74 | 0.72 | 0.75 | 0.32 | 0.83 | 0.78 | 0.85 | 0.68 | 0.86 | 0.85 | 0.82 | 0.85 | 0.86 | 0.95 | 0.94 | 0.95 | 0.94 | 0.87 | 0.83 | 0.87 | 0.85 | 0.83 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.3 | 4.7 | 5.5 | 0.2 | 0.0 | 0.0 | 5.7 | 4.1 | 0.2 | 6.7 | 17.1 | 6.7 | 0.2 | 2.8 | 3.5 | 0.0 | 0.0 | 8.9 | 10.9 | 19.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 209.1 | 6.9 | 2838.0 | N/A | N/A | -100.0 | 29.2 | 2175.0 | -95.9 | -67.6 | 156.3 | 4597.1 | -93.2 | -15.4 | N/A | N/A | -100.0 | -28.9 | -47.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2002
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