Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) | 3.01% | 5.34% | 16.72% | 6.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCGRX (VIRTUS KAR CAPITAL GROWTH FUND CLASS R6) | 01/31/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 5.34 | 16.72 | 6.32 | NA | NA | NA | … | … | 3.01 | 7.35 | 25.84 | 35.04 | -35.46 | 12.21 | 46.81 | 43.53 | -16.54 |
| Sharpe Ratio | NA | 0.44 | 0.84 | 0.18 | NA | NA | NA | … | … | 0.57 | 0.21 | 1.32 | 1.81 | -1.02 | 0.58 | 1.32 | 2.51 | -0.84 |
| Standard Deviation(%) | NA | 16.68 | 18.77 | 23.46 | NA | NA | NA | … | … | 20.53 | 21.45 | 16.88 | 17.49 | 36.34 | 21.01 | 35.12 | 16.78 | 23.07 |
| Draw Down(%) | NA | 19.42 | 22.37 | 44.29 | NA | NA | NA | … | … | 17.68 | 21.24 | 10.02 | 13.25 | 39.80 | 12.04 | 31.15 | 10.44 | 25.67 |
| Yield(%) | 0.00 | 6.46 | 9.93 | 7.79 | 7.44 | 4.96 | 3.72 | … | … | 0.00 | 6.75 | 14.61 | 7.13 | 11.46 | 7.76 | 4.19 | 3.61 | 8.40 |
Data as of 06/05/2026, Common starting date 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 |
3.27%
Mar 2021 – Mar 2026 |
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