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PKSFX: VIRTUS KAR SMALL-CAP CORE FUND CLASS I (MUTUAL FUND)
Basic Info 50.03 0.07(0.14%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 12/27/1996 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 12.64% |
| Expenses | 1.99% |
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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 | Since 03/27/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.8 | 3.6 | 11.1 | 3.8 | 11.8 | 11.3 | 9.9 | 9.2 | -2.6 | 13.7 | 32.3 | -16.2 | 6.0 | 13.0 | 40.2 | -2.0 | 35.0 | 17.4 | 1.2 | 6.4 | 27.8 | 12.2 | 9.4 | 21.2 | 30.5 | -30.6 | -0.0 | 12.0 | 2.9 | 13.9 | 26.7 | -19.1 | 6.5 | 24.8 | 3.6 | 16.2 | 19.0 | 0.5 |
| Sharpe Ratio | NA | 0.26 | 0.06 | 0.47 | 0.07 | 0.53 | NA | NA | 0.42 | -0.3 | 0.63 | 1.84 | -0.8 | 0.32 | 0.37 | 2.76 | -0.2 | 3.47 | 1.1 | 0.08 | 0.52 | 2.45 | 0.94 | 0.34 | 1.07 | 1.02 | -0.8 | -0.2 | 0.67 | 0.06 | 0.91 | 1.6 | -0.83 | 0.2 | 1.06 | 0.02 | 0.68 | 1.27 | 212.93 |
| Draw Down(%) | NA | 11.2 | 11.2 | 21.8 | 30.6 | 33.4 | NA | NA | 54.4 | 18.0 | 8.4 | 11.2 | 20.7 | 15.0 | 33.4 | 7.3 | 22.2 | 5.8 | 11.6 | 12.2 | 7.9 | 4.8 | 8.7 | 20.5 | 14.8 | 30.5 | 45.1 | 10.8 | 10.4 | 10.7 | 11.9 | 17.4 | 33.7 | 23.7 | 8.6 | 15.4 | 23.1 | 8.8 | 0.0 |
| Standard Deviation(%) | NA | 16.1 | 15.3 | 16.8 | 18.3 | 19.2 | NA | NA | 19.5 | 18.6 | 16.0 | 15.7 | 22.1 | 18.6 | 34.5 | 14.1 | 17.1 | 9.9 | 15.6 | 14.9 | 12.3 | 11.3 | 13.0 | 27.2 | 19.8 | 29.8 | 39.4 | 15.8 | 12.9 | 12.2 | 14.2 | 16.2 | 24.2 | 20.8 | 19.4 | 12.4 | 18.7 | 12.0 | 0.4 |
| Treynor Ratio | NA | 0.1 | 0.02 | 0.12 | 0.02 | 0.14 | NA | NA | 0.11 | -0.08 | 0.13 | 0.42 | -0.3 | 0.12 | 0.15 | 0.49 | -0.04 | 0.43 | 0.21 | 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 | -0.22 | 0.06 | 0.54 | 0.01 | 0.18 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.04 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -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 | -0.02 | 0.03 | 0.08 | -0.03 | 0.06 | NA | NA |
| Beta | NA | 0.43 | 0.52 | 0.65 | 0.62 | 0.7 | NA | NA | 0.74 | 0.66 | 0.75 | 0.69 | 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 | 0.91 | 0.73 | 0.38 | 0.51 | 0.69 | NA | NA |
| RSquared | NA | 0.36 | 0.45 | 0.67 | 0.64 | 0.72 | NA | NA | 0.77 | 0.73 | 0.77 | 0.73 | 0.76 | 0.34 | 0.84 | 0.78 | 0.86 | 0.68 | 0.86 | 0.85 | 0.83 | 0.85 | 0.86 | 0.95 | 0.94 | 0.95 | 0.93 | 0.86 | 0.84 | 0.87 | 0.85 | 0.83 | 0.88 | 0.79 | 0.49 | 0.42 | 0.66 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 12.6 | 8.5 | 4.5 | 6.8 | 8.1 | 7.0 | N/A | 12.3 | 4.5 | 5.2 | 0.2 | 0.1 | 0.1 | 5.5 | 4.0 | 0.2 | 6.4 | 16.9 | 6.5 | 0.2 | 3.0 | 3.6 | 0.0 | 0.0 | 8.8 | 10.8 | 19.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | 8.2 | 5.1 | 1.5 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 200.1 | 4758.7 | 160.5 | 7.4 | N/A | N/A | N/A | 200.1 | 8.2 | 1813.4 | 77.8 | 5.0 | -96.4 | 25.4 | 2252.3 | -95.9 | -68.3 | 161.6 | 3473.9 | -91.9 | -11.0 | N/A | N/A | -100.0 | -28.9 | -47.9 | N/A | N/A | N/A | N/A | -100.0 | -48.7 | 58.8 | 286.8 | 358.1 | 168.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/1998
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