Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDMCX (Virtus KAR Developing Markets Fund Class C) | 20.17% | 20.02% | 13.25% | NA | NA | NA | NA | 0.88% |
Data as of 07/11/2025, AR inception is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDMCX (Virtus KAR Developing Markets Fund Class C) | 06/25/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 20.02 | 13.25 | NA | NA | NA | NA | 0.88 | 20.17 | 4.26 | 14.18 | -22.03 | -7.16 |
| Sharpe Ratio | NA | 1.25 | 0.67 | NA | NA | NA | NA | -0.11 | 2.32 | 0.06 | 0.89 | -1.15 | -1.20 |
| Standard Deviation(%) | NA | 15.28 | 13.70 | NA | NA | NA | NA | 15.13 | 17.68 | 11.51 | 11.93 | 20.52 | 11.15 |
| Draw Down(%) | NA | 13.01 | 15.56 | NA | NA | NA | NA | 35.74 | 13.01 | 9.98 | 10.61 | 30.45 | 10.52 |
| Yield(%) | 0.00 | 0.95 | 0.89 | 0.45 | 0.23 | 0.15 | 0.11 | 0.56 | 0.00 | 1.00 | 1.53 | 0.00 | 0.36 |
Data as of 07/11/2025, AR inception is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VDMCX (Virtus KAR Developing Markets Fund Class C) |
-5.15%
Jul 2021 - Jul 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 |
|---|---|---|---|---|
| VDMCX (Virtus KAR Developing Markets Fund Class C) |
12.33%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart