Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VDMRX (Virtus KAR Developing Markets Fund Class R6) | 21.69% | 23.59% | 14.78% | NA | NA | NA | NA | 2.14% |
Data as of 07/18/2025, AR inception is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VDMRX (Virtus KAR Developing Markets Fund Class R6) | 06/25/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 23.59 | 14.78 | NA | NA | NA | NA | 2.14 | 21.69 | 5.38 | 15.37 | -21.19 | -6.67 |
| Sharpe Ratio | NA | 1.19 | 0.81 | NA | NA | NA | NA | -0.04 | 2.36 | 0.15 | 0.99 | -1.10 | -1.10 |
| Standard Deviation(%) | NA | 15.17 | 13.62 | NA | NA | NA | NA | 15.10 | 17.24 | 11.47 | 11.88 | 20.58 | 11.30 |
| Draw Down(%) | NA | 12.92 | 15.40 | NA | NA | NA | NA | 34.89 | 12.92 | 9.78 | 10.39 | 29.89 | 10.22 |
| Yield(%) | 0.00 | 1.95 | 2.01 | 0.97 | 0.49 | 0.32 | 0.24 | 1.21 | 0.00 | 2.04 | 2.61 | 0.85 | 0.53 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| VDMRX (Virtus KAR Developing Markets Fund Class R6) |
-4.13%
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 |
|---|---|---|---|---|
| VDMRX (Virtus KAR Developing Markets Fund Class R6) |
13.48%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart