Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGAX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS A) | -9.68% | -24.64% | -5.45% | -7.50% | 8.34% | 9.99% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGAX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS A) | 07/12/2006 | 06/05/2026 |
| 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 (%) | -1.18 | -24.64 | -5.45 | -7.50 | 8.34 | 9.99 | NA | … | … | -9.68 | -23.16 | 8.99 | 19.94 | -30.21 | 4.19 | 43.07 | 39.90 | 8.81 | 36.62 | 23.99 | 1.40 | 5.22 | 37.23 | 12.21 | 18.76 | 10.33 | 38.30 | -34.98 | -2.97 | 6.86 |
| Sharpe Ratio | NA | -1.37 | -0.40 | -0.45 | 0.33 | NA | NA | … | … | -1.14 | -1.21 | 0.29 | 0.89 | -1.02 | 0.21 | 1.26 | 2.50 | 0.45 | 3.64 | 1.62 | 0.09 | 0.35 | 3.08 | 0.79 | 0.69 | 0.52 | 1.32 | -0.92 | -0.33 | 0.70 |
| Standard Deviation(%) | NA | 18.52 | 19.42 | 22.10 | 21.23 | NA | NA | … | … | 19.54 | 21.62 | 18.60 | 18.43 | 31.13 | 19.48 | 33.72 | 15.40 | 16.54 | 9.92 | 14.68 | 15.77 | 14.68 | 12.06 | 15.56 | 27.18 | 19.57 | 28.94 | 38.84 | 18.50 | 16.44 |
| Draw Down(%) | NA | 28.52 | 39.96 | 43.12 | 43.85 | NA | NA | … | … | 19.49 | 26.66 | 10.27 | 15.33 | 32.38 | 16.56 | 32.48 | 8.13 | 19.08 | 3.97 | 11.14 | 16.25 | 9.91 | 4.76 | 11.35 | 18.27 | 18.98 | 24.11 | 50.33 | 11.13 | 4.73 |
| Yield(%) | 0.00 | 28.85 | 15.05 | 10.06 | 17.92 | 20.61 | 18.08 | … | … | 0.00 | 26.82 | 11.02 | 6.29 | 10.79 | 13.55 | 12.75 | 2.17 | 2.47 | 0.00 | 3.36 | 3.01 | 10.05 | 3.53 | 0.00 | 0.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGAX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS A) |
-7.48%
Aug 2007 – Aug 2010 |
-7.70%
Apr 2021 – Apr 2026 |
8.49%
Oct 2006 – Oct 2016 |
9.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGAX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS A) |
32.47%
Aug 2015 – Aug 2018 |
31.86%
Jan 2016 – Jan 2021 |
22.85%
Feb 2009 – Feb 2019 |
17.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart