Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I) | -7.17% | -22.08% | -5.14% | -7.16% | 9.17% | 10.58% | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I) | 07/07/2006 | 06/12/2026 |
| 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 (%) | 2.62 | -22.08 | -5.14 | -7.16 | 9.17 | 10.58 | NA | … | … | -7.17 | -22.97 | 9.31 | 20.27 | -30.04 | 4.47 | 43.46 | 40.26 | 9.09 | 36.99 | 24.25 | 1.62 | 5.59 | 37.49 | 12.54 | 18.97 | 10.61 | 37.46 | -34.84 | -2.68 | 5.88 |
| Sharpe Ratio | NA | -1.46 | -0.44 | -0.44 | 0.33 | NA | NA | … | … | -1.21 | -1.20 | 0.31 | 0.91 | -1.01 | 0.23 | 1.28 | 2.52 | 0.47 | 3.67 | 1.64 | 0.10 | 0.38 | 3.09 | 0.81 | 0.70 | 0.54 | 1.29 | -0.92 | -0.32 | 0.55 |
| Standard Deviation(%) | NA | 18.58 | 19.35 | 22.08 | 21.22 | NA | NA | … | … | 19.24 | 21.63 | 18.51 | 18.43 | 31.13 | 19.48 | 33.69 | 15.39 | 16.53 | 9.95 | 14.66 | 15.77 | 14.70 | 12.10 | 15.52 | 27.12 | 19.48 | 29.00 | 38.90 | 18.48 | 16.27 |
| Draw Down(%) | NA | 28.37 | 39.73 | 42.44 | 43.07 | NA | NA | … | … | 19.44 | 26.49 | 10.24 | 15.26 | 32.32 | 16.50 | 32.47 | 8.10 | 19.01 | 3.91 | 11.13 | 16.14 | 9.75 | 4.81 | 11.26 | 18.32 | 18.88 | 24.08 | 50.29 | 11.10 | 5.38 |
| Yield(%) | 0.00 | 27.31 | 14.03 | 9.56 | 18.12 | 20.91 | 17.92 | … | … | 0.00 | 25.31 | 10.48 | 6.02 | 10.42 | 13.17 | 12.46 | 2.13 | 2.43 | 0.00 | 3.32 | 2.98 | 9.99 | 3.52 | 0.00 | 0.64 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PXSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I) |
-7.49%
Aug 2007 – Aug 2010 |
-7.46%
Apr 2021 – Apr 2026 |
8.67%
Oct 2006 – Oct 2016 |
9.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I) |
32.80%
Aug 2015 – Aug 2018 |
32.20%
Jan 2016 – Jan 2021 |
23.04%
Feb 2009 – Feb 2019 |
17.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart