Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIKSX (Virtus KAR Small-Mid Cap Growth Fund) | -3.03% | -11.19% | 3.53% | -0.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIKSX (Virtus KAR Small-Mid Cap Growth Fund) | 12/15/2020 | 06/04/2026 |
| 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 (%) | -0.50 | -11.19 | 3.53 | -0.88 | NA | NA | NA | … | … | -3.03 | -6.72 | 14.00 | 18.92 | -22.61 | 5.38 | 2.10 |
| Sharpe Ratio | NA | -0.74 | 0.05 | -0.19 | NA | NA | NA | … | … | -0.47 | -0.54 | 0.52 | 1.02 | -0.87 | 0.33 | 4.66 |
| Standard Deviation(%) | NA | 16.16 | 16.06 | 18.79 | NA | NA | NA | … | … | 18.84 | 18.10 | 14.52 | 14.55 | 27.61 | 16.33 | 13.03 |
| Draw Down(%) | NA | 21.39 | 26.02 | 34.44 | NA | NA | NA | … | … | 16.22 | 16.57 | 9.00 | 12.42 | 30.49 | 11.01 | 2.12 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| VIKSX (Virtus KAR Small-Mid Cap Growth Fund) |
-3.62%
Apr 2021 – Apr 2024 |
-1.76%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIKSX (Virtus KAR Small-Mid Cap Growth Fund) |
12.72%
Jun 2022 – Jun 2025 |
0.22%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart