Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQSCX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS C) | 0.92% | -2.78% | 6.68% | -1.36% | 6.30% | 7.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQSCX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS C) | 07/07/2006 | 06/04/2026 |
| 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 (%) | -2.14 | -2.78 | 6.68 | -1.36 | 6.30 | 7.52 | NA | … | … | 0.92 | -5.48 | 8.53 | 17.92 | -25.03 | 18.35 | 26.88 | 23.58 | -16.73 | 17.73 | 23.19 | -2.28 | 1.02 | 38.35 | 7.07 | 5.28 | 21.29 | 23.92 | -31.64 | -0.45 | 11.98 |
| Sharpe Ratio | NA | -0.21 | 0.24 | -0.20 | 0.24 | NA | NA | … | … | 0.19 | -0.44 | 0.27 | 0.75 | -1.05 | 1.08 | 0.72 | 1.54 | -1.14 | 1.64 | 1.49 | -0.16 | 0.07 | 2.75 | 0.50 | 0.19 | 1.02 | 0.75 | -0.75 | -0.18 | 1.66 |
| Standard Deviation(%) | NA | 16.70 | 18.49 | 19.83 | 20.40 | NA | NA | … | … | 18.29 | 19.18 | 18.06 | 19.07 | 25.32 | 17.04 | 36.66 | 14.40 | 15.97 | 10.46 | 15.39 | 14.74 | 14.18 | 13.91 | 14.10 | 27.79 | 20.77 | 31.90 | 43.25 | 19.82 | 13.75 |
| Draw Down(%) | NA | 13.44 | 23.15 | 32.08 | 37.66 | NA | NA | … | … | 12.53 | 18.17 | 10.22 | 16.49 | 30.04 | 9.83 | 37.66 | 8.28 | 24.85 | 4.39 | 7.84 | 11.84 | 11.13 | 5.62 | 12.47 | 21.98 | 14.56 | 29.35 | 45.55 | 14.41 | 4.42 |
| Yield(%) | 0.00 | 5.11 | 4.66 | 2.81 | 3.89 | 5.02 | 4.60 | … | … | 0.00 | 5.06 | 4.55 | 2.81 | 2.07 | 1.98 | 0.07 | 0.00 | 1.01 | 5.66 | 9.19 | 6.19 | 9.13 | 0.00 | 1.27 | 0.16 | 1.13 | 0.30 | 0.25 | 0.26 | 0.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PQSCX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS C) |
-8.09%
Jan 2007 – Jan 2010 |
-1.38%
May 2021 – May 2026 |
5.49%
Oct 2013 – Oct 2023 |
5.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQSCX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS C) |
29.57%
Feb 2009 – Feb 2012 |
23.24%
Feb 2009 – Feb 2014 |
14.81%
Feb 2009 – Feb 2019 |
12.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart