Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SSTFX (VIRTUS KAR CAPITAL GROWTH FUND CLASS C) | 5.28% | 10.96% | 21.14% | 8.79% | 11.54% | 12.69% | 8.24% | 4.22% |
Data as of 07/14/2025, AR inception is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSTFX (VIRTUS KAR CAPITAL GROWTH FUND CLASS C) | 01/04/2000 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 10.96 | 21.14 | 8.79 | 11.54 | 12.69 | 8.24 | 4.22 | 5.28 | -1.30 | 20.92 | -53.65 | -0.26 | 38.95 | 41.64 | -8.79 | 34.13 | -2.04 | 8.27 | 10.57 | 28.16 | 12.48 | -5.10 | 15.46 | 36.43 | -45.39 | 11.95 | 1.77 | -1.51 | 4.24 | 36.59 | -36.02 | -28.61 | -9.48 |
| Sharpe Ratio | NA | 0.37 | 0.77 | 0.25 | 0.45 | NA | NA | 0.12 | 0.27 | -0.25 | 0.80 | -1.18 | -0.01 | 1.09 | 2.39 | -0.45 | 2.53 | -0.14 | 0.50 | 0.79 | 2.41 | 0.90 | -0.19 | 0.77 | 1.36 | -1.12 | 0.53 | -0.11 | -0.30 | 0.24 | 1.83 | -1.24 | -1.05 | -0.31 |
| Standard Deviation(%) | NA | 23.24 | 21.79 | 24.33 | 23.16 | NA | NA | 23.76 | 26.82 | 31.70 | 21.05 | 46.67 | 23.21 | 35.33 | 16.83 | 22.43 | 13.29 | 15.49 | 16.65 | 13.33 | 11.69 | 13.98 | 27.50 | 20.07 | 26.74 | 41.25 | 16.82 | 13.42 | 12.44 | 13.63 | 19.63 | 30.06 | 29.83 | 43.42 |
| Draw Down(%) | NA | 23.07 | 23.07 | 44.92 | 44.92 | NA | NA | 77.88 | 21.42 | 26.63 | 13.50 | 54.48 | 16.83 | 31.24 | 10.68 | 25.76 | 6.47 | 14.63 | 13.47 | 7.56 | 4.75 | 10.63 | 26.01 | 17.89 | 20.11 | 54.30 | 9.83 | 15.04 | 10.70 | 16.94 | 11.94 | 42.92 | 46.92 | 37.45 |
| Yield(%) | 0.00 | 22.43 | 20.19 | 12.62 | 12.17 | 15.63 | 9.50 | 4.24 | 0.00 | 26.81 | 12.37 | 17.37 | 11.23 | 5.90 | 4.98 | 12.01 | 9.81 | 10.07 | 5.71 | 5.18 | 0.00 | 0.00 | 0.00 | 5.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 18.31 |
Data as of 07/14/2025, AR inception is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSTFX (VIRTUS KAR CAPITAL GROWTH FUND CLASS C) |
-30.98%
Feb 2000 - Feb 2003 |
-15.90%
Aug 2000 - Aug 2005 |
-10.37%
Aug 2000 - Aug 2010 |
-2.76%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSTFX (VIRTUS KAR CAPITAL GROWTH FUND CLASS C) |
31.50%
Dec 2018 - Dec 2021 |
22.84%
Oct 2016 - Oct 2021 |
17.81%
Sep 2011 - Sep 2021 |
14.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart