Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PICMX (VIRTUS KAR MID-CAP GROWTH FUND CLASS I) | -5.16% | -37.61% | -8.73% | -9.92% | 6.86% | 6.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PICMX (VIRTUS KAR MID-CAP GROWTH FUND CLASS I) | 10/05/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | -37.61 | -8.73 | -9.92 | 6.86 | 6.90 | NA | … | … | -5.16 | -31.21 | 7.67 | 22.30 | -33.31 | -0.01 | 63.27 | 44.47 | 7.72 | 33.81 | 2.17 | 2.84 | 4.01 | 25.09 | 15.55 | -7.04 | 23.43 | 43.97 | -44.88 | -7.98 |
| Sharpe Ratio | NA | -0.96 | -0.39 | -0.43 | 0.20 | NA | NA | … | … | -0.72 | -0.81 | 0.06 | 0.94 | -0.92 | 0.00 | 1.82 | 2.43 | 0.29 | 2.54 | 0.12 | 0.17 | 0.28 | 1.97 | 1.04 | -0.24 | 1.09 | 1.43 | -1.08 | -1.81 |
| Standard Deviation(%) | NA | 40.80 | 28.88 | 29.55 | 26.30 | NA | NA | … | … | 22.02 | 42.80 | 17.85 | 19.33 | 37.92 | 22.33 | 34.52 | 17.71 | 21.92 | 13.11 | 16.98 | 16.61 | 14.50 | 12.73 | 15.00 | 29.04 | 21.43 | 30.69 | 42.31 | 17.73 |
| Draw Down(%) | NA | 46.62 | 48.96 | 56.35 | 56.35 | NA | NA | … | … | 19.32 | 37.57 | 10.95 | 15.54 | 39.91 | 15.97 | 30.37 | 12.85 | 23.63 | 5.25 | 16.27 | 15.67 | 10.77 | 5.00 | 10.73 | 29.96 | 17.33 | 25.97 | 58.23 | 10.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.31 | 1.76 | 1.98 | 1.41 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.50 | 0.16 | 0.86 | 2.21 | 7.42 | 1.61 | 1.53 | 3.19 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PICMX (VIRTUS KAR MID-CAP GROWTH FUND CLASS I) |
-10.14%
Mar 2023 – Mar 2026 |
-11.41%
Mar 2021 – Mar 2026 |
6.12%
Mar 2016 – Mar 2026 |
5.96%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PICMX (VIRTUS KAR MID-CAP GROWTH FUND CLASS I) |
36.50%
Dec 2017 – Dec 2020 |
30.49%
Feb 2016 – Feb 2021 |
20.40%
Sep 2011 – Sep 2021 |
15.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart