PLXGX
Virtus KAR Capital Growth-I
$20.72
-0.14 (-0.67%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 598.135M |
52 Week High | 22.28 |
52 Week Low | 15.384 |
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Key Data
Symbol | PLXGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 20.72 |
Price Yesterday | 20.86 |
Market Cap | 598.14 |
YTD Return | 7.58% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 22.28 |
---|---|
52 Week Low | 15.38 |
Market Cap | 598.14M |
Shares Outstanding | 28.87M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.29% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.29% |
Returns Annualized
One Day | -81.71% |
---|---|
Five Days | -15.65% |
One Months | -53.72% |
Three Months | 13.61% |
Six Months | 62.85% |
Nine Months | 18.36% |
One Year | 34.73% |
Three Years | -0.06% |
Five Years | 11.03% |
Ten Years | 13.05% |
YTD | 25.91% |
Since Inception | 9.37% |
Returns Total
One Day | -0.67% |
---|---|
Five Days | -0.34% |
One Month | -6.50% |
Three Months | 3.24% |
Six Months | 27.34% |
Nine Months | 13.54% |
One Year | 34.69% |
Three Years | -0.17% |
Five Years | 68.58% |
Ten Years | 239.95% |
YTD | 7.58% |
Since Inception | 380.19% |
Yearly Returns
2024 | 7.58% |
---|---|
2023 | 34.81% |
2022 | -35.90% |
2021 | 11.88% |
2020 | 45.56% |
2019 | 43.10% |
2018 | -7.57% |
2017 | 35.52% |
2016 | -1.00% |
2015 | 9.34% |
Risk against SP-DA
Alpha | 1.94% |
---|---|
Beta | 1.33 |
Correlation | 95.35% |
Downside Deviation | 4.13% |
Coefficient of determination | 90.91% |
Standard Deviation | 4.75% |
Sharpe Ratio | 0.53 |
Sortino | 2.12 |
Treynor | 22.04 |
Ulcer Index | 4.06 |
Ulcer Performance Index | 2.16 |