PICMX
Virtus KAR MidCap Growth-I
$58.99
-0.42 (-0.71%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1407.844M |
| 52 Week High | 63.22 |
| 52 Week Low | 48.04 |
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Key Data
| Symbol | PICMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 58.99 |
| Price Yesterday | 59.41 |
| Market Cap | 1,407.84 |
| YTD Return | 2.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0103 |
Overview
| 52 Week High | 63.22 |
|---|---|
| 52 Week Low | 48.04 |
| Market Cap | 1,407.84M |
| Shares Outstanding | 23.87M |
| 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 | -83.30% |
|---|---|
| Five Days | 2.60% |
| One Months | 12.06% |
| Three Months | -17.90% |
| Six Months | 9.17% |
| Nine Months | 18.70% |
| One Year | 9.70% |
| Three Years | -6.39% |
| Five Years | 7.55% |
| Ten Years | 12.66% |
| YTD | 4.98% |
| Since Inception | 8.64% |
Returns Total
| One Day | -0.71% |
|---|---|
| Five Days | 0.05% |
| One Month | 0.91% |
| Three Months | -4.73% |
| Six Months | 4.41% |
| Nine Months | 13.55% |
| One Year | 9.69% |
| Three Years | -17.90% |
| Five Years | 43.77% |
| Ten Years | 228.34% |
| YTD | 2.54% |
| Since Inception | 301.70% |
Yearly Returns
| 2024 | 2.54% |
|---|---|
| 2023 | 22.30% |
| 2022 | -33.31% |
| 2021 | 1.47% |
| 2020 | 63.42% |
| 2019 | 44.46% |
| 2018 | 7.80% |
| 2017 | 33.81% |
| 2016 | 2.17% |
| 2015 | 2.84% |
Risk against SP-DA
| Alpha | -22.71% |
|---|---|
| Beta | 1.16 |
| Correlation | 73.55% |
| Downside Deviation | 4.80% |
| Coefficient of determination | 54.10% |
| Standard Deviation | 5.07% |
| Sharpe Ratio | -1.08 |
| Sortino | -3.96 |
| Treynor | 3.73 |
| Ulcer Index | 5.86 |
| Ulcer Performance Index | -3.25 |