PSTAX
Virtus KAR Capital Growth-A
$21.16
0.03 (0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 639.904M |
| 52 Week High | 21.21 |
| 52 Week Low | 15.009 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PSTAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 21.16 |
| Price Yesterday | 21.13 |
| Market Cap | 639.90 |
| YTD Return | 17.10% |
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 | 21.21 |
|---|---|
| 52 Week Low | 15.01 |
| Market Cap | 639.90M |
| Shares Outstanding | 30.24M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.18% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.18% |
Returns Annualized
| One Day | 43.03% |
|---|---|
| Five Days | 86.59% |
| One Months | 50.98% |
| Three Months | 15.35% |
| Six Months | 39.12% |
| Nine Months | 44.34% |
| One Year | 29.71% |
| Three Years | 1.46% |
| Five Years | 11.92% |
| Ten Years | 13.05% |
| YTD | 35.84% |
| Since Inception | 8.18% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 1.24% |
| One Month | 3.32% |
| Three Months | 3.57% |
| Six Months | 17.62% |
| Nine Months | 31.27% |
| One Year | 29.67% |
| Three Years | 4.43% |
| Five Years | 75.37% |
| Ten Years | 239.76% |
| YTD | 17.10% |
| Since Inception | 850.16% |
Yearly Returns
| 2024 | 17.10% |
|---|---|
| 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 | -5.54% |
|---|---|
| Beta | 1.28 |
| Correlation | 90.64% |
| Downside Deviation | 4.17% |
| Coefficient of determination | 82.15% |
| Standard Deviation | 4.54% |
| Sharpe Ratio | 0.06 |
| Sortino | 0.24 |
| Treynor | 19.01 |
| Ulcer Index | 4.29 |
| Ulcer Performance Index | 0.23 |