Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) | 6.01% | 13.74% | 21.79% | 10.38% | NA | NA | NA | 12.59% |
Data as of 07/11/2025, AR inception is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) | 01/31/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 13.74 | 21.79 | 10.38 | NA | NA | NA | 12.59 | 6.01 | 25.84 | 35.04 | -35.46 | 12.21 | 46.81 | 43.53 | -16.54 |
| Sharpe Ratio | NA | 0.46 | 0.85 | 0.32 | NA | NA | NA | 0.40 | 0.33 | 1.32 | 1.81 | -1.02 | 0.58 | 1.32 | 2.51 | -0.84 |
| Standard Deviation(%) | NA | 23.07 | 21.70 | 24.28 | NA | NA | NA | 25.23 | 26.71 | 16.88 | 17.49 | 36.34 | 21.01 | 35.12 | 16.78 | 23.07 |
| Draw Down(%) | NA | 22.37 | 22.37 | 44.29 | NA | NA | NA | 44.29 | 21.24 | 10.02 | 13.25 | 39.80 | 12.04 | 31.15 | 10.44 | 25.67 |
| Yield(%) | 0.00 | 12.23 | 12.88 | 8.94 | 6.62 | 4.42 | 3.31 | 9.46 | 0.00 | 14.61 | 7.13 | 11.46 | 7.76 | 4.19 | 3.61 | 8.40 |
Data as of 07/11/2025, AR inception is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) |
-2.01%
Oct 2020 - Oct 2023 |
6.99%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) |
33.22%
Dec 2018 - Dec 2021 |
15.56%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart