Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLXGX (VIRTUS KAR CAPITAL GROWTH FUND CLASS I) | 6.61% | 9.34% | 17.81% | 7.04% | 13.80% | 12.54% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLXGX (VIRTUS KAR CAPITAL GROWTH FUND CLASS I) | 10/04/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.24 | 9.34 | 17.81 | 7.04 | 13.80 | 12.54 | NA | … | … | 6.61 | 7.05 | 25.52 | 34.68 | -35.63 | 11.93 | 45.59 | 43.09 | -7.78 | 35.52 | -1.00 | 9.33 | 11.58 | 29.42 | 13.70 | -4.16 | 16.24 | 37.86 | -44.82 | 13.06 | 2.03 |
| Sharpe Ratio | NA | 0.43 | 0.82 | 0.17 | 0.53 | NA | NA | … | … | 0.55 | 0.20 | 1.29 | 1.79 | -1.02 | 0.57 | 1.28 | 2.48 | -0.41 | 2.93 | -0.08 | 0.56 | 0.87 | 2.53 | 0.98 | -0.15 | 0.80 | 1.41 | -1.11 | 0.59 | 0.58 |
| Standard Deviation(%) | NA | 16.71 | 18.79 | 23.47 | 22.90 | NA | NA | … | … | 20.55 | 21.45 | 16.91 | 17.48 | 36.35 | 21.01 | 35.13 | 16.77 | 22.36 | 11.96 | 15.40 | 16.61 | 13.32 | 11.63 | 14.06 | 27.35 | 20.14 | 26.81 | 41.13 | 16.88 | 9.01 |
| Draw Down(%) | NA | 19.51 | 22.43 | 44.42 | 44.42 | NA | NA | … | … | 17.71 | 21.27 | 10.05 | 13.33 | 39.92 | 12.06 | 31.20 | 10.50 | 25.43 | 4.99 | 14.58 | 13.28 | 7.47 | 4.64 | 10.48 | 25.64 | 17.89 | 19.97 | 53.88 | 9.66 | 2.27 |
| Yield(%) | 0.00 | 6.69 | 10.14 | 7.97 | 11.23 | 11.94 | 9.34 | … | … | 0.00 | 6.96 | 14.96 | 7.28 | 11.62 | 7.84 | 4.19 | 3.61 | 9.12 | 7.67 | 8.13 | 4.70 | 4.35 | 0.57 | 0.00 | 0.00 | 4.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLXGX (VIRTUS KAR CAPITAL GROWTH FUND CLASS I) |
-10.81%
Jun 2007 – Jun 2010 |
-2.11%
Oct 2007 – Oct 2012 |
5.47%
Dec 2006 – Dec 2016 |
6.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLXGX (VIRTUS KAR CAPITAL GROWTH FUND CLASS I) |
32.61%
Dec 2018 – Dec 2021 |
24.01%
Oct 2016 – Oct 2021 |
18.95%
Sep 2011 – Sep 2021 |
15.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart