Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKSCX (VIRTUS KAR SMALL-CAP CORE FUND CLASS C) | 2.76% | 2.27% | 8.95% | 1.45% | 9.75% | 9.78% | 8.49% | … | … |
Data as of 06/10/2026, Common starting date is 09/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKSCX (VIRTUS KAR SMALL-CAP CORE FUND CLASS C) | 09/05/2002 | 06/10/2026 |
| 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 (%) | 0.53 | 2.27 | 8.95 | 1.45 | 9.75 | 9.78 | 8.49 | … | … | 2.76 | -3.57 | 12.49 | 30.97 | -19.11 | 0.57 | 9.40 | 38.79 | -2.96 | 33.65 | 16.21 | 0.27 | 5.29 | 26.51 | 11.10 | 8.26 | 19.92 | 29.17 | -31.44 | -0.99 | 10.93 | 1.92 | 13.03 | 25.59 | -3.18 |
| Sharpe Ratio | NA | 0.00 | 0.40 | -0.06 | 0.41 | NA | NA | … | … | 0.20 | -0.35 | 0.55 | 1.76 | -0.90 | 0.03 | 0.26 | 2.66 | -0.25 | 3.34 | 1.02 | 0.02 | 0.43 | 2.33 | 0.86 | 0.30 | 1.00 | 0.97 | -0.82 | -0.26 | 0.58 | -0.03 | 0.85 | 1.53 | -0.39 |
| Standard Deviation(%) | NA | 15.29 | 16.78 | 19.12 | 19.65 | NA | NA | … | … | 16.15 | 18.58 | 16.06 | 15.70 | 22.79 | 21.36 | 35.01 | 14.04 | 17.11 | 9.93 | 15.66 | 14.91 | 12.28 | 11.37 | 12.96 | 27.25 | 19.82 | 29.85 | 39.49 | 15.78 | 12.92 | 12.47 | 14.24 | 16.22 | 27.15 |
| Draw Down(%) | NA | 11.30 | 22.15 | 33.85 | 33.85 | NA | NA | … | … | 11.30 | 18.13 | 8.59 | 11.40 | 21.07 | 18.66 | 33.50 | 7.43 | 22.47 | 5.97 | 11.69 | 12.41 | 7.97 | 4.89 | 8.97 | 20.72 | 15.05 | 30.66 | 45.72 | 11.26 | 10.60 | 11.23 | 12.14 | 17.55 | 17.28 |
| Yield(%) | 0.00 | 18.32 | 11.20 | 5.59 | 7.78 | 8.59 | 7.17 | … | … | 0.00 | 17.85 | 6.31 | 6.65 | 0.00 | 0.00 | 0.00 | 6.86 | 4.80 | 0.28 | 7.69 | 18.88 | 7.33 | 0.04 | 2.19 | 3.70 | 0.00 | 0.00 | 9.34 | 11.31 | 19.53 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| PKSCX (VIRTUS KAR SMALL-CAP CORE FUND CLASS C) |
-16.56%
Feb 2006 – Feb 2009 |
-7.64%
Feb 2004 – Feb 2009 |
5.40%
Jan 2006 – Jan 2016 |
7.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSCX (VIRTUS KAR SMALL-CAP CORE FUND CLASS C) |
31.96%
Feb 2009 – Feb 2012 |
23.31%
Feb 2009 – Feb 2014 |
18.80%
Feb 2009 – Feb 2019 |
14.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart