Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKSAX (VIRTUS KAR SMALL-CAP CORE FUND CLASS A) | 2.53% | 2.78% | 10.76% | 3.32% | 11.29% | 10.91% | 9.51% | … | … |
Data as of 06/03/2026, Common starting date is 09/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKSAX (VIRTUS KAR SMALL-CAP CORE FUND CLASS A) | 09/05/2002 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 2.78 | 10.76 | 3.32 | 11.29 | 10.91 | 9.51 | … | … | 2.53 | -2.87 | 13.36 | 31.93 | -16.76 | 4.81 | 12.16 | 39.82 | -2.26 | 34.62 | 17.07 | 1.03 | 6.08 | 27.47 | 11.92 | 9.04 | 20.87 | 30.22 | -30.92 | -0.22 | 11.70 | 2.72 | 13.63 | 26.36 | -2.91 |
| Sharpe Ratio | NA | 0.07 | 0.48 | 0.04 | 0.51 | NA | NA | … | … | 0.32 | -0.31 | 0.61 | 1.82 | -0.82 | 0.25 | 0.34 | 2.73 | -0.21 | 3.43 | 1.08 | 0.07 | 0.49 | 2.43 | 0.92 | 0.33 | 1.05 | 1.01 | -0.81 | -0.21 | 0.64 | 0.04 | 0.89 | 1.58 | -0.36 |
| Standard Deviation(%) | NA | 15.31 | 16.89 | 18.48 | 19.27 | NA | NA | … | … | 16.49 | 18.57 | 16.00 | 15.66 | 22.24 | 19.08 | 34.62 | 14.04 | 17.11 | 9.94 | 15.67 | 14.91 | 12.28 | 11.28 | 12.99 | 27.26 | 19.87 | 29.86 | 39.42 | 15.77 | 12.94 | 12.33 | 14.23 | 16.22 | 27.20 |
| Draw Down(%) | NA | 11.22 | 21.91 | 31.25 | 33.48 | NA | NA | … | … | 11.22 | 18.00 | 8.46 | 11.24 | 20.81 | 15.76 | 33.48 | 7.35 | 22.30 | 5.87 | 11.63 | 12.26 | 7.90 | 4.80 | 8.78 | 20.57 | 14.84 | 30.55 | 45.29 | 10.92 | 10.47 | 10.83 | 11.96 | 17.44 | 17.21 |
| Yield(%) | 0.00 | 13.66 | 9.01 | 4.70 | 6.97 | 8.00 | 6.96 | … | … | 0.00 | 13.31 | 4.72 | 5.48 | 0.16 | 0.00 | 0.00 | 5.74 | 4.08 | 0.24 | 6.70 | 17.13 | 6.67 | 0.17 | 2.81 | 3.51 | 0.00 | 0.00 | 8.91 | 10.91 | 19.11 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSAX (VIRTUS KAR SMALL-CAP CORE FUND CLASS A) |
-15.93%
Feb 2006 – Feb 2009 |
-6.98%
Feb 2004 – Feb 2009 |
6.19%
Jan 2006 – Jan 2016 |
8.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSAX (VIRTUS KAR SMALL-CAP CORE FUND CLASS A) |
32.98%
Feb 2009 – Feb 2012 |
24.25%
Feb 2009 – Feb 2014 |
19.69%
Feb 2009 – Feb 2019 |
16.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart