Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQSAX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS A) | 0.57% | -2.70% | 7.27% | -1.60% | 6.68% | 7.90% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQSAX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS A) | 07/07/2006 | 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 (%) | -2.86 | -2.70 | 7.27 | -1.60 | 6.68 | 7.90 | NA | … | … | 0.57 | -4.70 | 9.35 | 18.78 | -26.48 | 17.28 | 27.81 | 24.62 | -16.16 | 18.55 | 24.13 | -1.50 | 1.73 | 39.52 | 7.79 | 6.06 | 22.20 | 24.39 | -31.46 | 0.25 | 12.37 |
| Sharpe Ratio | NA | -0.16 | 0.29 | -0.20 | 0.26 | NA | NA | … | … | 0.23 | -0.40 | 0.32 | 0.80 | -1.11 | 1.01 | 0.75 | 1.61 | -1.10 | 1.72 | 1.56 | -0.10 | 0.12 | 2.84 | 0.55 | 0.22 | 1.06 | 0.76 | -0.75 | -0.15 | 1.72 |
| Standard Deviation(%) | NA | 16.70 | 18.52 | 19.83 | 20.41 | NA | NA | … | … | 18.23 | 19.20 | 18.10 | 19.11 | 25.27 | 17.04 | 36.70 | 14.37 | 15.96 | 10.48 | 15.38 | 14.68 | 14.18 | 13.93 | 14.14 | 27.81 | 20.77 | 31.99 | 43.28 | 19.92 | 13.77 |
| Draw Down(%) | NA | 13.26 | 22.96 | 32.74 | 37.66 | NA | NA | … | … | 12.44 | 18.04 | 10.18 | 16.03 | 29.65 | 9.62 | 37.66 | 8.21 | 24.68 | 4.33 | 7.75 | 11.57 | 10.64 | 5.54 | 12.28 | 21.77 | 14.46 | 29.13 | 45.24 | 14.33 | 4.42 |
| Yield(%) | 0.00 | 5.15 | 4.98 | 2.30 | 3.82 | 5.11 | 4.87 | … | … | 0.00 | 5.13 | 4.90 | 3.28 | 0.32 | 0.09 | 0.79 | 0.71 | 1.68 | 5.72 | 9.97 | 6.77 | 9.26 | 0.39 | 2.04 | 0.93 | 1.84 | 0.73 | 0.60 | 0.95 | 0.66 |
Data as of 06/03/2026, Common starting date is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQSAX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS A) |
-7.67%
Jan 2007 – Jan 2010 |
-1.49%
May 2021 – May 2026 |
5.82%
Oct 2013 – Oct 2023 |
6.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQSAX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS A) |
30.35%
Feb 2009 – Feb 2012 |
24.08%
Feb 2009 – Feb 2014 |
15.62%
Feb 2009 – Feb 2019 |
13.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart