PSTAX
Virtus KAR Capital Growth-A
$19.43
-0.13 (-0.66%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 598.137M |
52 Week High | 20.89 |
52 Week Low | 14.462 |
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Key Data
Symbol | PSTAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 19.43 |
Price Yesterday | 19.56 |
Market Cap | 598.14 |
YTD Return | 7.53% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0122 |
Overview
52 Week High | 20.89 |
---|---|
52 Week Low | 14.46 |
Market Cap | 598.14M |
Shares Outstanding | 30.78M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.65% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.65% |
Returns Annualized
One Day | -81.40% |
---|---|
Five Days | -16.59% |
One Months | -53.71% |
Three Months | 13.38% |
Six Months | 62.57% |
Nine Months | 18.13% |
One Year | 34.39% |
Three Years | -0.26% |
Five Years | 10.92% |
Ten Years | 12.86% |
YTD | 25.71% |
Since Inception | 7.91% |
Returns Total
One Day | -0.66% |
---|---|
Five Days | -0.36% |
One Month | -6.50% |
Three Months | 3.19% |
Six Months | 27.23% |
Nine Months | 13.37% |
One Year | 34.35% |
Three Years | -0.77% |
Five Years | 67.76% |
Ten Years | 234.31% |
YTD | 7.53% |
Since Inception | 772.47% |
Yearly Returns
2024 | 7.53% |
---|---|
2023 | 34.50% |
2022 | -36.03% |
2021 | 11.64% |
2020 | 46.10% |
2019 | 42.81% |
2018 | -7.76% |
2017 | 35.14% |
2016 | -1.23% |
2015 | 8.99% |
Risk against SP-DA
Alpha | 1.59% |
---|---|
Beta | 1.33 |
Correlation | 95.26% |
Downside Deviation | 4.15% |
Coefficient of determination | 90.75% |
Standard Deviation | 4.75% |
Sharpe Ratio | 0.51 |
Sortino | 2.03 |
Treynor | 21.78 |
Ulcer Index | 4.08 |
Ulcer Performance Index | 2.07 |