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Virtus KAR Small-Cap Value Fund;I

Ranked 642 out of 846 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks long-term capital appreciation by investing at least 80% of its assets in common stocks of small-cap companies. The Fund uses a strategy emphasizing consistently growing, highly profitable, low debt companies in mature industries with rising cash flows which the sub-adviser deems to be of high quality.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 1.6%
2017 18.9% 4.6% 1.9% 6.7% 4.6%
2016 24.5% 5.7% 4.7% 1.1% 11.3%
2015 -1.3% 3.1% -1.7% -7.9% 5.7%
2014 2.0% -4.1% 0.9% -5.4% 11.3%
2013 39.9% 10.8% 0.4% 12.6% 11.6%
2012 8.1% 11.3% -6.9% 0.3% 4.0%
2011 6.3% 9.5% 3.2% -15.9% 11.9%
2010 22.1% 6.2% -6.6% 9.4% 12.5%
2009 25.6% -17.4% 21.9% 16.8% 6.7%
2008 -30.6% -13.5% -4.0% 4.0% -19.6%
2007 0.5% 2.8% 1.0% 4.2% -7.1%
2006 0.3% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/06/2006
  • Share Class size392Mn
  • Base currencyUSD
  • ISIN US92828N6682

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).