PHSKX
Virtus KAR MidCap Growth-A
$54.94
-0.71 (-1.28%)
Currency in USD / Last Updated: 4/17/2024
Category | MidCap Growth |
---|---|
Market Cap | 1444.867M |
52 Week High | 60.37 |
52 Week Low | 46 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | PHSKX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 54.94 |
Price Yesterday | 55.65 |
Market Cap | 1,444.87 |
YTD Return | -0.22% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0125 |
Overview
52 Week High | 60.37 |
---|---|
52 Week Low | 46.00 |
Market Cap | 1,444.87M |
Shares Outstanding | 26.30M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -96.08% |
---|---|
Five Days | -94.45% |
One Months | -53.64% |
Three Months | 5.35% |
Six Months | 20.16% |
Nine Months | 1.82% |
One Year | 15.75% |
Three Years | -6.81% |
Five Years | 8.93% |
Ten Years | 12.17% |
YTD | -0.74% |
Since Inception | 8.80% |
Returns Total
One Day | -1.28% |
---|---|
Five Days | -5.57% |
One Month | -6.49% |
Three Months | 1.31% |
Six Months | 9.53% |
Nine Months | 1.37% |
One Year | 15.74% |
Three Years | -19.03% |
Five Years | 53.19% |
Ten Years | 214.34% |
YTD | -0.22% |
Since Inception | 1,909.51% |
Yearly Returns
2024 | -0.22% |
---|---|
2023 | 22.00% |
2022 | -33.46% |
2021 | 1.22% |
2020 | 63.28% |
2019 | 44.02% |
2018 | 7.53% |
2017 | 33.52% |
2016 | 1.90% |
2015 | 2.57% |
Risk against SP-DA
Alpha | -13.34% |
---|---|
Beta | 1.35 |
Correlation | 90.69% |
Downside Deviation | 4.51% |
Coefficient of determination | 82.25% |
Standard Deviation | 5.07% |
Sharpe Ratio | -0.41 |
Sortino | -1.58 |
Treynor | 7.66 |
Ulcer Index | 5.09 |
Ulcer Performance Index | -1.4 |