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Virtus KAR Global Quality Dividend Fund (PIPTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.57+0.04 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.28%
5-year average return3.08%
Number of years up11
Number of years down4
Best 1-yr total return (26 Jun 2024)28.94%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return28.94%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIPTXCategory
YTD2.00%14.38%
1-month3.57%-1.21%
3-month2.64%5.03%
1-year9.95%39.50%
3-year1.85%9.11%
5-year4.32%10.10%
10-year5.29%7.90%
Last bull market12.89%15.53%
Last bear market-5.07%-17.52%

Annual total return (%) history

Year
PIPTXCategory
2024
N/AN/A
2023
4.78%N/A
2022
-2.54%N/A
2021
12.88%N/A
2020
-6.35%2.50%
2019
22.39%20.73%
2018
-5.10%-10.41%
2017
14.54%18.90%
2016
9.79%9.24%
2015
-4.28%-3.06%
2014
12.53%3.61%
2013
28.94%25.36%
2012
12.20%14.28%
2011
0.59%-3.44%
2010
13.35%11.90%
2009
24.39%29.76%
2008
N/A-36.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.79%N/AN/AN/A
20230.42%0.21%-4.93%9.52%
20221.59%-5.07%-11.31%13.95%
20214.94%4.02%-1.73%5.23%
2020-25.23%7.97%4.76%10.73%
20199.96%3.95%2.28%4.68%
2018-3.43%1.25%3.30%-6.04%
20175.98%2.86%1.50%3.51%
20163.21%3.57%0.78%1.92%
20150.06%-2.78%-8.33%7.33%
20140.80%6.38%-1.02%6.03%
201310.42%2.44%5.10%8.45%
20129.91%-2.50%5.29%-0.56%
20115.18%0.63%-15.07%11.91%
20103.96%-10.41%9.59%11.04%
2009-12.47%13.94%17.13%6.47%
2008-13.33%-19.54%N/AN/A

Rank in category (by total return)

YTD95
1-month64
3-month94
1-year98
3-year85
5-year97

Load adjusted returns

1-year9.95%
3-year1.85%
5-year4.32%
10-year5.29%