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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

Risk overview

Morningstar risk rating★★

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

Risk statistics

3 years

PIPTXCategory average

5 years

PIPTXCategory average

10 years

PIPTXCategory average

Alpha

-2.67-0.05

-5.02-0.04

-1.49-0.01

BETA

0.70.01

0.80.01

0.790.01

Mean annual return

0.230.01

0.460.01

0.510.01

R-squared

72.020.9

77.970.88

75.990.87

Standard deviation

13.770.2

15.890.16

13.340.15

Sharpe ratio

-0.030

0.210.01

0.340.01

Treynor ratio

-2.030.08

2.570.09

4.730.08