PLXGX
Virtus KAR Capital Growth-I
$22.58
0.03 (0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 640.15M |
| 52 Week High | 22.63 |
| 52 Week Low | 15.989 |
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Key Data
| Symbol | PLXGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 22.58 |
| Price Yesterday | 22.55 |
| Market Cap | 640.15 |
| YTD Return | 17.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0099 |
Overview
| 52 Week High | 22.63 |
|---|---|
| 52 Week Low | 15.99 |
| Market Cap | 640.15M |
| Shares Outstanding | 28.35M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.86% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.86% |
Returns Annualized
| One Day | 39.84% |
|---|---|
| Five Days | 91.96% |
| One Months | 51.36% |
| Three Months | 15.59% |
| Six Months | 39.52% |
| Nine Months | 44.69% |
| One Year | 30.04% |
| Three Years | 1.68% |
| Five Years | 12.03% |
| Ten Years | 13.24% |
| YTD | 36.15% |
| Since Inception | 9.79% |
Returns Total
| One Day | 0.13% |
|---|---|
| Five Days | 1.30% |
| One Month | 3.34% |
| Three Months | 3.63% |
| Six Months | 17.79% |
| Nine Months | 31.50% |
| One Year | 30.00% |
| Three Years | 5.10% |
| Five Years | 76.24% |
| Ten Years | 245.63% |
| YTD | 17.24% |
| Since Inception | 423.29% |
Yearly Returns
| 2024 | 17.24% |
|---|---|
| 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 | -5.22% |
|---|---|
| Beta | 1.28 |
| Correlation | 90.66% |
| Downside Deviation | 4.13% |
| Coefficient of determination | 82.20% |
| Standard Deviation | 4.54% |
| Sharpe Ratio | 0.08 |
| Sortino | 0.32 |
| Treynor | 19.26 |
| Ulcer Index | 4.27 |
| Ulcer Performance Index | 0.31 |