Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHSKX (VIRTUS KAR MID-CAP GROWTH FUND CLASS A) | -7.74% | -13.44% | 1.68% | -4.08% | 10.21% | 9.03% | 6.96% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHSKX (VIRTUS KAR MID-CAP GROWTH FUND CLASS A) | 12/29/1980 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | -13.44 | 1.68 | -4.08 | 10.21 | 9.03 | 6.96 | … | … | -7.74 | -3.58 | 7.43 | 22.00 | -33.46 | 1.23 | 63.29 | 44.03 | 7.44 | 33.54 | 1.90 | 2.58 | 3.76 | 24.80 | 15.26 | -7.29 | 22.84 | 43.57 | -45.03 | 1.40 | -0.18 | 9.49 | 8.42 | 39.28 | -32.02 | -36.48 | -17.92 | 85.00 | 29.59 | 19.60 | 11.00 | 31.95 | -10.75 | 3.37 | 2.97 | 12.27 | -5.56 | 21.50 | 4.53 | -13.03 | -8.42 | 26.07 | 8.05 | -3.37 | 42.73 | 2.89 | -2.11 |
| Sharpe Ratio | NA | -0.84 | -0.08 | -0.26 | 0.37 | NA | NA | … | … | -0.88 | -0.29 | 0.21 | 0.96 | -0.92 | 0.05 | 1.82 | 2.40 | 0.28 | 2.49 | 0.10 | 0.15 | 0.26 | 1.95 | 1.02 | -0.25 | 1.06 | 1.41 | -1.08 | -0.11 | -0.26 | 0.57 | 0.39 | 1.75 | -1.05 | -0.93 | -0.40 | 3.17 | 0.96 | 0.78 | 0.38 | 1.36 | -1.34 | 0.12 | 0.05 | 0.41 | -0.63 | 1.52 | -0.03 | -0.53 | -0.57 | 2.09 | 0.06 | -0.28 | 1.78 | -0.59 | -3.26 |
| Standard Deviation(%) | NA | 19.17 | 20.00 | 24.77 | 23.71 | NA | NA | … | … | 22.19 | 22.23 | 18.01 | 19.34 | 37.93 | 22.34 | 34.49 | 17.72 | 21.92 | 13.26 | 16.94 | 16.67 | 14.43 | 12.68 | 14.99 | 29.07 | 21.44 | 30.82 | 42.45 | 16.14 | 13.69 | 12.63 | 18.95 | 21.97 | 31.45 | 42.47 | 55.24 | 25.77 | 27.13 | 20.24 | 19.18 | 20.50 | 10.35 | 10.32 | 9.97 | 20.46 | 17.44 | 10.26 | 13.69 | 32.24 | 22.16 | 9.85 | 16.31 | 34.00 | 19.46 | 12.98 | 31.79 |
| Draw Down(%) | NA | 23.77 | 27.26 | 46.87 | 46.87 | NA | NA | … | … | 19.36 | 23.04 | 10.95 | 15.60 | 39.97 | 16.02 | 30.36 | 12.91 | 23.70 | 5.40 | 16.27 | 15.74 | 10.81 | 5.03 | 10.80 | 30.02 | 17.56 | 26.05 | 58.35 | 15.42 | 17.25 | 6.68 | 23.42 | 16.95 | 45.77 | 55.82 | 46.36 | 12.97 | 34.02 | 16.68 | 19.71 | 19.26 | 12.49 | 7.14 | 5.58 | 17.89 | 23.02 | 6.21 | 8.80 | 36.97 | 24.80 | 9.24 | 11.28 | 27.30 | 3.96 | 11.32 | 2.45 |
| Yield(%) | 0.00 | 29.76 | 12.05 | 5.81 | 9.87 | 9.11 | 7.17 | … | … | 0.00 | 30.56 | 0.00 | 0.00 | 0.00 | 1.56 | 0.16 | 0.89 | 2.27 | 7.60 | 1.64 | 1.56 | 3.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.75 | 16.00 | 0.02 | 24.17 | 16.23 | 0.40 | 1.63 | 1.96 | 1.67 | 1.95 | 0.77 | 4.33 | 3.08 | 2.96 | 1.79 | 3.97 | 2.73 | 3.26 | 4.89 | 4.62 | 1.90 |
Data as of 06/05/2026, Common starting date is 12/29/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSKX (VIRTUS KAR MID-CAP GROWTH FUND CLASS A) |
-36.39%
Feb 2000 – Feb 2003 |
-16.09%
Feb 2000 – Feb 2005 |
-9.90%
Aug 2000 – Aug 2010 |
-3.01%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHSKX (VIRTUS KAR MID-CAP GROWTH FUND CLASS A) |
55.24%
Feb 1997 – Feb 2000 |
39.23%
Feb 1995 – Feb 2000 |
20.11%
Sep 2011 – Sep 2021 |
15.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart