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PSGAX: VIRTUS KAR SMALL-CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 14.27 0.03(0.21%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 07/12/2006 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 28.85% |
| Expenses | 0.98% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | -9.7 | -24.6 | -5.5 | -7.5 | 8.5 | 9.9 | 8.3 | -23.2 | 9.0 | 19.9 | -30.2 | 4.2 | 43.1 | 39.9 | 8.8 | 36.6 | 24.0 | 1.4 | 5.2 | 37.2 | 12.2 | 18.8 | 10.3 | 38.3 | -35.0 | -3.0 | 6.9 |
| Sharpe Ratio | NA | -1.22 | -1.47 | -0.45 | -0.45 | 0.32 | NA | 0.33 | -1.21 | 0.29 | 0.89 | -1.02 | 0.21 | 1.26 | 2.5 | 0.45 | 3.64 | 1.62 | 0.09 | 0.35 | 3.08 | 0.79 | 0.69 | 0.52 | 1.32 | -0.92 | -0.33 | 0.7 |
| Draw Down(%) | NA | 19.5 | 28.5 | 40.0 | 43.1 | 43.9 | NA | 53.9 | 26.7 | 10.3 | 15.3 | 32.4 | 16.6 | 32.5 | 8.1 | 19.1 | 4.0 | 11.1 | 16.2 | 9.9 | 4.8 | 11.3 | 18.3 | 19.0 | 24.1 | 50.3 | 11.1 | 4.7 |
| Standard Deviation(%) | NA | 19.3 | 18.6 | 19.4 | 22.1 | 21.2 | NA | 21.8 | 21.6 | 18.6 | 18.4 | 31.1 | 19.5 | 33.7 | 15.4 | 16.5 | 9.9 | 14.7 | 15.8 | 14.7 | 12.1 | 15.6 | 27.2 | 19.6 | 28.9 | 38.8 | 18.5 | 16.4 |
| Treynor Ratio | NA | -0.48 | -0.44 | -0.12 | -0.12 | 0.08 | NA | 0.09 | -0.34 | 0.06 | 0.2 | -0.35 | 0.05 | 0.5 | 0.45 | 0.09 | 0.47 | 0.31 | 0.02 | 0.06 | 0.5 | 0.15 | 0.23 | 0.13 | 0.45 | -0.42 | -0.07 | 0.12 |
| Alpha | NA | -0.16 | -0.17 | -0.07 | -0.05 | 0.0 | NA | 0.0 | -0.13 | -0.02 | 0.01 | -0.02 | 0.0 | 0.04 | 0.04 | 0.05 | 0.06 | 0.05 | 0.02 | 0.01 | 0.03 | -0.01 | 0.07 | -0.05 | 0.01 | 0.0 | -0.05 | -0.02 |
| Beta | NA | 0.49 | 0.61 | 0.75 | 0.82 | 0.83 | NA | 0.83 | 0.77 | 0.86 | 0.83 | 0.91 | 0.82 | 0.85 | 0.86 | 0.79 | 0.77 | 0.76 | 0.88 | 0.83 | 0.75 | 0.84 | 0.81 | 0.78 | 0.85 | 0.86 | 0.92 | 0.93 |
| RSquared | NA | 0.33 | 0.43 | 0.66 | 0.77 | 0.81 | NA | 0.85 | 0.73 | 0.75 | 0.77 | 0.91 | 0.77 | 0.91 | 0.78 | 0.84 | 0.64 | 0.82 | 0.79 | 0.78 | 0.8 | 0.86 | 0.94 | 0.9 | 0.92 | 0.92 | 0.83 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 26.8 | 11.0 | 6.3 | 10.8 | 13.5 | 12.8 | 2.2 | 2.5 | 0.0 | 3.4 | 3.0 | 10.1 | 3.5 | 0.0 | 0.4 | 0.0 | 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 | 141.8 | 94.4 | -65.0 | -27.9 | 35.4 | 727.9 | -8.9 | N/A | -100.0 | 8.6 | -71.5 | 266.5 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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