Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIMCX (VIRTUS KAR MID-CAP CORE FUND CLASS I) | 4.27% | 7.63% | 11.91% | 11.54% | 11.10% | 13.16% | NA | 13.55% |
Data as of 07/11/2025, AR inception is 06/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIMCX (VIRTUS KAR MID-CAP CORE FUND CLASS I) | 06/24/2009 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 7.63 | 11.91 | 11.54 | 11.10 | 13.16 | NA | 13.55 | 4.27 | 5.20 | 19.78 | -19.94 | 23.26 | 25.26 | 31.75 | -4.17 | 24.95 | 11.29 | 2.40 | 16.51 | 26.75 | 15.31 | 3.60 | 18.73 | 18.86 |
| Sharpe Ratio | NA | 0.23 | 0.48 | 0.51 | 0.52 | NA | NA | 0.71 | 0.23 | -0.10 | 1.02 | -0.87 | 1.55 | 0.75 | 2.21 | -0.33 | 2.84 | 0.73 | 0.16 | 1.49 | 2.35 | 1.19 | 0.15 | 1.08 | 2.49 |
| Standard Deviation(%) | NA | 19.56 | 17.89 | 18.25 | 18.83 | NA | NA | 17.72 | 22.78 | 14.23 | 15.36 | 24.51 | 14.96 | 33.38 | 13.71 | 16.54 | 8.61 | 15.12 | 14.89 | 11.07 | 11.38 | 12.92 | 23.95 | 17.29 | 15.69 |
| Draw Down(%) | NA | 20.32 | 20.32 | 28.42 | 33.92 | NA | NA | 33.92 | 18.36 | 7.20 | 12.40 | 27.51 | 6.55 | 33.92 | 6.37 | 19.36 | 3.72 | 10.80 | 12.45 | 6.59 | 5.52 | 9.33 | 20.80 | 14.05 | 5.38 |
| Yield(%) | 0.00 | 0.00 | 1.06 | 1.43 | 1.45 | 3.19 | 2.92 | 3.65 | 0.00 | 0.00 | 2.83 | 0.19 | 1.99 | 0.83 | 1.23 | 0.73 | 0.36 | 0.00 | 0.65 | 6.13 | 1.91 | 2.87 | 0.24 | 2.24 | 1.03 |
Data as of 07/11/2025, AR inception is 06/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMCX (VIRTUS KAR MID-CAP CORE FUND CLASS I) |
1.17%
Dec 2021 - Dec 2024 |
6.75%
Mar 2015 - Mar 2020 |
10.35%
Mar 2015 - Mar 2025 |
11.75%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIMCX (VIRTUS KAR MID-CAP CORE FUND CLASS I) |
27.68%
Dec 2018 - Dec 2021 |
20.93%
Oct 2016 - Oct 2021 |
17.44%
Sep 2011 - Sep 2021 |
13.77%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart