Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VISAX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS A) -2.30% -6.61% 8.98% -1.73% 7.54% NA NA
Data as of 06/05/2026, Common starting date is 09/06/2012
More Performance Analytics Comparison
Name Start Date End Date
VISAX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS A) 09/06/2012 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -2.73 -6.61 8.98 -1.73 7.54 NA NA -2.30 13.92 3.87 21.99 -34.52 5.49 24.02 27.25 -7.02 28.20 20.70 -1.13 -3.32 29.48 6.20
Sharpe Ratio NA -0.48 0.52 -0.23 0.41 NA NA -0.09 0.80 0.02 1.38 -1.48 0.45 0.88 2.68 -0.80 4.27 1.72 -0.10 -0.48 3.64 2.98
Standard Deviation(%) NA 12.46 13.46 16.09 15.51 NA NA 15.52 13.93 12.09 13.36 24.30 12.03 26.99 9.60 10.54 6.47 11.93 11.17 6.95 8.09 7.19
Draw Down(%) NA 15.06 15.68 50.44 50.44 NA NA 13.52 11.88 8.68 15.68 46.36 12.50 37.33 6.88 17.92 2.50 11.40 18.61 13.90 7.70 3.38
Yield(%) 0.00 3.05 2.07 2.28 3.49 4.11 3.08 0.00 3.65 1.85 0.00 0.00 7.82 1.11 2.18 1.02 2.12 3.04 3.06 10.16 2.62 0.31
Data as of 06/05/2026, Common starting date is 09/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VISAX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS A) -8.28%
Apr 2021 – Apr 2024
-2.47%
Sep 2017 – Sep 2022
4.29%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VISAX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS A) 20.45%
Sep 2022 – Sep 2025
19.09%
Feb 2016 – Feb 2021
9.83%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return