PHSKX
Virtus KAR MidCap Growth-A
$56.39
-0.41 (-0.72%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1407.68M |
| 52 Week High | 60.45 |
| 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 | 56.39 |
| Price Yesterday | 56.8 |
| Market Cap | 1,407.68 |
| YTD Return | 2.42% |
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 | 60.45 |
|---|---|
| 52 Week Low | 46.00 |
| Market Cap | 1,407.68M |
| Shares Outstanding | 24.96M |
| 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 | -83.92% |
|---|---|
| Five Days | 1.81% |
| One Months | 11.64% |
| Three Months | -18.12% |
| Six Months | 8.88% |
| Nine Months | 18.41% |
| One Year | 9.44% |
| Three Years | -6.61% |
| Five Years | 7.32% |
| Ten Years | 12.40% |
| YTD | 4.74% |
| Since Inception | 8.82% |
Returns Total
| One Day | -0.72% |
|---|---|
| Five Days | 0.04% |
| One Month | 0.88% |
| Three Months | -4.79% |
| Six Months | 4.27% |
| Nine Months | 13.35% |
| One Year | 9.43% |
| Three Years | -18.46% |
| Five Years | 42.26% |
| Ten Years | 220.89% |
| YTD | 2.42% |
| Since Inception | 1963.30% |
Yearly Returns
| 2024 | 2.42% |
|---|---|
| 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 | -22.89% |
|---|---|
| Beta | 1.15 |
| Correlation | 73.35% |
| Downside Deviation | 4.81% |
| Coefficient of determination | 53.80% |
| Standard Deviation | 5.07% |
| Sharpe Ratio | -1.1 |
| Sortino | -4.01 |
| Treynor | 3.52 |
| Ulcer Index | 5.88 |
| Ulcer Performance Index | -3.28 |