Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXQSX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS I) | 1.30% | -1.79% | 7.74% | -1.24% | 6.89% | 8.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXQSX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS I) | 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 (%) | -2.10 | -1.79 | 7.74 | -1.24 | 6.89 | 8.27 | NA | … | … | 1.30 | -4.50 | 9.63 | 19.10 | -26.33 | 17.53 | 28.16 | 24.86 | -15.92 | 18.86 | 24.48 | -1.28 | 1.98 | 39.85 | 8.06 | 6.32 | 22.10 | 24.53 | -31.38 | 0.53 | 12.51 |
| Sharpe Ratio | NA | -0.15 | 0.30 | -0.19 | 0.27 | NA | NA | … | … | 0.24 | -0.39 | 0.33 | 0.82 | -1.10 | 1.03 | 0.76 | 1.62 | -1.09 | 1.74 | 1.58 | -0.09 | 0.14 | 2.86 | 0.57 | 0.23 | 1.06 | 0.76 | -0.74 | -0.13 | 1.73 |
| Standard Deviation(%) | NA | 16.71 | 18.50 | 19.81 | 20.40 | NA | NA | … | … | 18.25 | 19.21 | 18.05 | 19.05 | 25.25 | 17.05 | 36.71 | 14.41 | 15.94 | 10.53 | 15.35 | 14.72 | 14.24 | 13.93 | 14.07 | 27.69 | 20.76 | 31.96 | 43.30 | 19.87 | 13.92 |
| Draw Down(%) | NA | 13.25 | 22.87 | 32.62 | 37.65 | NA | NA | … | … | 12.40 | 18.02 | 10.12 | 15.89 | 29.53 | 9.58 | 37.65 | 8.22 | 24.63 | 4.38 | 7.74 | 11.48 | 10.47 | 5.60 | 12.15 | 21.70 | 14.72 | 29.13 | 45.09 | 14.30 | 4.42 |
| Yield(%) | 0.00 | 5.33 | 5.20 | 2.45 | 4.06 | 5.50 | 5.22 | … | … | 0.00 | 5.31 | 5.16 | 3.43 | 0.45 | 0.17 | 1.05 | 0.99 | 2.07 | 5.95 | 10.35 | 7.05 | 9.50 | 0.52 | 2.31 | 1.19 | 1.75 | 0.88 | 0.71 | 1.23 | 0.80 |
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 |
|---|---|---|---|---|
| PXQSX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS I) |
-7.54%
Jan 2007 – Jan 2010 |
-1.26%
May 2021 – May 2026 |
6.07%
Oct 2013 – Oct 2023 |
6.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXQSX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS I) |
30.51%
Feb 2009 – Feb 2012 |
24.27%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
13.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart