Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGCX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS C) | -9.75% | -25.41% | -6.19% | -8.18% | 7.54% | 9.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGCX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS C) | 07/12/2006 | 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 (%) | -1.20 | -25.41 | -6.19 | -8.18 | 7.54 | 9.18 | NA | … | … | -9.75 | -23.95 | 8.06 | 19.11 | -30.69 | 3.48 | 42.07 | 38.88 | 8.01 | 35.62 | 23.09 | 0.60 | 4.48 | 36.14 | 11.37 | 17.84 | 9.48 | 37.15 | -35.46 | -3.66 | 6.45 |
| Sharpe Ratio | NA | -1.41 | -0.44 | -0.48 | 0.29 | NA | NA | … | … | -1.16 | -1.25 | 0.24 | 0.84 | -1.04 | 0.18 | 1.23 | 2.43 | 0.40 | 3.55 | 1.56 | 0.04 | 0.30 | 2.99 | 0.73 | 0.65 | 0.48 | 1.29 | -0.94 | -0.37 | 0.65 |
| Standard Deviation(%) | NA | 18.58 | 19.41 | 22.10 | 21.23 | NA | NA | … | … | 19.61 | 21.62 | 18.55 | 18.46 | 31.12 | 19.50 | 33.72 | 15.41 | 16.52 | 9.90 | 14.63 | 15.77 | 14.73 | 12.09 | 15.55 | 27.23 | 19.44 | 28.82 | 38.71 | 18.46 | 16.31 |
| Draw Down(%) | NA | 29.06 | 40.77 | 45.07 | 46.06 | NA | NA | … | … | 19.60 | 27.06 | 10.44 | 15.46 | 32.66 | 16.71 | 32.54 | 8.26 | 19.28 | 4.04 | 11.22 | 16.42 | 10.12 | 4.78 | 11.50 | 18.48 | 19.14 | 24.36 | 50.49 | 11.23 | 4.83 |
| Yield(%) | 0.00 | 37.64 | 18.60 | 11.56 | 19.47 | 21.39 | 18.06 | … | … | 0.00 | 34.97 | 13.85 | 7.75 | 12.75 | 15.52 | 14.32 | 2.42 | 2.73 | 0.00 | 3.63 | 3.23 | 10.63 | 3.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSGCX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS C) |
-8.16%
Aug 2007 – Aug 2010 |
-8.43%
Apr 2021 – Apr 2026 |
7.67%
Oct 2006 – Oct 2016 |
8.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGCX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS C) |
31.49%
Aug 2015 – Aug 2018 |
30.91%
Jan 2016 – Jan 2021 |
21.90%
Feb 2009 – Feb 2019 |
16.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart