Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSKCX (VIRTUS KAR MID-CAP GROWTH FUND CLASS C) | -5.58% | -49.21% | -15.34% | -14.25% | 3.75% | 4.47% | 3.39% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSKCX (VIRTUS KAR MID-CAP GROWTH FUND CLASS C) | 03/01/2001 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | -49.21 | -15.34 | -14.25 | 3.75 | 4.47 | 3.39 | … | … | -5.58 | -43.96 | 6.59 | 21.05 | -34.00 | -1.51 | 61.76 | 43.01 | 6.63 | 32.48 | 1.14 | 1.80 | 3.01 | 23.83 | 14.41 | -7.92 | 21.91 | 42.50 | -45.44 | 0.61 | -0.94 | 8.64 | 7.64 | 38.24 | -32.55 | -18.50 |
| Sharpe Ratio | NA | -0.87 | -0.47 | -0.49 | 0.07 | NA | NA | … | … | -0.76 | -0.78 | 0.00 | 0.88 | -0.94 | -0.07 | 1.77 | 2.35 | 0.24 | 2.21 | 0.06 | 0.11 | 0.21 | 1.88 | 0.96 | -0.27 | 1.02 | 1.38 | -1.09 | -0.15 | -0.31 | 0.51 | 0.35 | 1.71 | -1.07 | -0.61 |
| Standard Deviation(%) | NA | 58.87 | 37.88 | 35.13 | 29.59 | NA | NA | … | … | 22.12 | 60.51 | 17.84 | 19.35 | 37.95 | 22.34 | 34.50 | 17.71 | 21.92 | 14.47 | 16.98 | 16.62 | 14.48 | 12.64 | 15.02 | 29.04 | 21.47 | 30.84 | 42.33 | 16.26 | 13.71 | 12.60 | 18.99 | 21.98 | 31.43 | 39.98 |
| Draw Down(%) | NA | 56.29 | 58.59 | 65.66 | 65.66 | NA | NA | … | … | 19.48 | 49.10 | 11.01 | 15.79 | 40.19 | 16.17 | 30.41 | 13.02 | 23.89 | 6.69 | 16.36 | 15.84 | 10.96 | 5.07 | 10.99 | 30.27 | 17.70 | 26.13 | 58.47 | 15.70 | 17.40 | 6.80 | 23.77 | 17.01 | 46.04 | 44.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.41 | 2.19 | 2.31 | 1.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.00 | 0.21 | 1.13 | 2.84 | 9.30 | 1.99 | 1.87 | 3.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSKCX (VIRTUS KAR MID-CAP GROWTH FUND CLASS C) |
-23.12%
Feb 2006 – Feb 2009 |
-15.67%
Mar 2021 – Mar 2026 |
-0.53%
Dec 2001 – Dec 2011 |
0.98%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSKCX (VIRTUS KAR MID-CAP GROWTH FUND CLASS C) |
35.17%
Dec 2017 – Dec 2020 |
29.22%
Feb 2016 – Feb 2021 |
19.21%
Sep 2011 – Sep 2021 |
14.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart