Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PKSFX (VIRTUS KAR SMALL-CAP CORE FUND CLASS I) | 0.70% | 7.83% | 11.25% | 7.72% | 11.76% | 13.34% | 10.05% | 10.08% |
Data as of 07/03/2025, AR inception is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKSFX (VIRTUS KAR SMALL-CAP CORE FUND CLASS I) | 12/27/1996 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.28 | 7.83 | 11.25 | 7.72 | 11.76 | 13.34 | 10.05 | 10.08 | 0.70 | 9.60 | 27.70 | -16.15 | 5.96 | 12.99 | 40.21 | -1.99 | 34.98 | 17.36 | 1.24 | 6.37 | 27.81 | 12.16 | 9.36 | 21.22 | 30.50 | -30.61 | -0.01 | 12.05 | 2.95 | 13.92 | 26.71 | -19.08 | 6.52 | 24.77 | 3.64 | 16.16 | 19.02 | 0.51 |
| Sharpe Ratio | NA | 0.05 | 0.38 | 0.31 | 0.50 | NA | NA | 0.42 | -0.35 | 0.18 | 1.45 | -0.80 | 0.32 | 0.37 | 2.76 | -0.19 | 3.48 | 1.10 | 0.08 | 0.52 | 2.45 | 0.94 | 0.34 | 1.07 | 1.02 | -0.80 | -0.19 | 0.68 | 0.06 | 0.91 | 1.61 | -0.83 | 0.20 | 1.07 | 0.03 | 0.69 | 1.28 | 212.93 |
| Standard Deviation(%) | NA | 20.54 | 18.57 | 19.02 | 19.49 | NA | NA | 19.62 | 21.77 | 17.17 | 16.36 | 22.11 | 18.57 | 34.51 | 14.06 | 17.13 | 9.93 | 15.61 | 14.92 | 12.28 | 11.32 | 12.99 | 27.24 | 19.84 | 29.81 | 39.45 | 15.79 | 12.89 | 12.24 | 14.22 | 16.20 | 24.23 | 20.85 | 19.40 | 12.37 | 18.71 | 12.01 | 0.40 |
| Draw Down(%) | NA | 24.62 | 24.62 | 30.58 | 33.45 | NA | NA | 54.42 | 17.95 | 11.70 | 11.18 | 20.72 | 15.03 | 33.45 | 7.34 | 22.24 | 5.83 | 11.62 | 12.20 | 7.90 | 4.80 | 8.67 | 20.53 | 14.79 | 30.52 | 45.05 | 10.81 | 10.42 | 10.68 | 11.86 | 17.37 | 33.66 | 23.71 | 8.57 | 15.43 | 23.14 | 8.84 | 0.00 |
| Yield(%) | 0.00 | 0.22 | 0.40 | 0.31 | 3.10 | 5.85 | 4.97 | 7.39 | 0.00 | 0.23 | 0.65 | 0.23 | 0.14 | 0.14 | 5.47 | 4.01 | 0.23 | 6.43 | 16.88 | 6.47 | 0.22 | 3.03 | 3.60 | 0.00 | 0.00 | 8.76 | 10.77 | 18.97 | 0.00 | 0.00 | 0.00 | 0.00 | 3.74 | 8.24 | 5.08 | 1.49 | 0.39 | 0.15 |
Data as of 07/03/2025, AR inception is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSFX (VIRTUS KAR SMALL-CAP CORE FUND CLASS I) |
-15.65%
Feb 2006 - Feb 2009 |
-6.72%
Feb 2004 - Feb 2009 |
0.51%
Feb 1999 - Feb 2009 |
6.21%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSFX (VIRTUS KAR SMALL-CAP CORE FUND CLASS I) |
33.31%
Feb 2009 - Feb 2012 |
24.56%
Feb 2009 - Feb 2014 |
19.99%
Feb 2009 - Feb 2019 |
16.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart