Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCKSX (Virtus KAR Small-Mid Cap Growth Fund Class C) | 2.98% | -8.49% | 3.87% | -0.78% | NA | NA | NA | … | … |
Data as of 02/04/2026, Common starting date 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 | 02/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.49 | 3.87 | -0.78 | NA | NA | NA | … | … | 2.98 | -7.56 | 11.63 | 17.73 | -23.34 | 4.40 | 2.00 |
| Sharpe Ratio | NA | -0.63 | 0.01 | -0.17 | NA | NA | NA | … | … | 2.32 | -0.59 | 0.44 | 0.93 | -0.90 | 0.27 | 4.53 |
| Standard Deviation(%) | NA | 18.08 | 15.63 | 18.80 | NA | NA | NA | … | … | 14.52 | 18.00 | 14.57 | 14.62 | 27.61 | 16.30 | 12.63 |
| Draw Down(%) | NA | 16.20 | 21.12 | 35.04 | NA | NA | NA | … | … | 2.44 | 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 02/04/2026, Common starting date 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 |
0.02%
Jan 2021 – Jan 2026 |
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 |
0.02%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart