Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCKSX (Virtus KAR Small-Mid Cap Growth Fund Class C) | -0.37% | 6.81% | 9.67% | NA | NA | NA | NA | 1.58% |
Data as of 07/11/2025, AR inception is 12/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCKSX (Virtus KAR Small-Mid Cap Growth Fund Class C) | 12/15/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 6.81 | 9.67 | NA | NA | NA | NA | 1.58 | -0.37 | 11.63 | 17.73 | -23.34 | 4.40 | 2.00 |
| Sharpe Ratio | NA | 0.20 | 0.36 | NA | NA | NA | NA | -0.05 | -0.18 | 0.44 | 0.93 | -0.90 | 0.27 | 4.53 |
| Standard Deviation(%) | NA | 18.07 | 17.56 | NA | NA | NA | NA | 19.18 | 20.59 | 14.57 | 14.62 | 27.61 | 16.30 | 12.63 |
| Draw Down(%) | NA | 21.12 | 21.12 | NA | NA | NA | NA | 35.04 | 16.65 | 9.11 | 12.65 | 30.83 | 11.27 | 2.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 12/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCKSX (Virtus KAR Small-Mid Cap Growth Fund Class C) |
-4.59%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCKSX (Virtus KAR Small-Mid Cap Growth Fund Class C) |
11.61%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart