Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) | 1.35% | 6.42% | 11.79% | 8.90% | NA | NA | NA | 10.79% |
Data as of 07/11/2025, AR inception is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) | 03/13/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 6.42 | 11.79 | 8.90 | NA | NA | NA | 10.79 | 1.35 | 8.82 | 23.29 | -24.05 | 19.17 | 33.07 | 38.52 | -9.70 |
| Sharpe Ratio | NA | 0.25 | 0.47 | 0.35 | NA | NA | NA | 0.40 | -0.01 | 0.34 | 1.18 | -0.95 | 1.21 | 0.94 | 2.54 | -0.79 |
| Standard Deviation(%) | NA | 19.29 | 18.92 | 19.49 | NA | NA | NA | 21.54 | 22.37 | 15.10 | 16.84 | 26.88 | 15.84 | 34.73 | 14.57 | 16.93 |
| Draw Down(%) | NA | 20.35 | 20.35 | 32.66 | NA | NA | NA | 35.64 | 17.94 | 7.84 | 14.17 | 31.22 | 7.30 | 35.64 | 6.44 | 21.67 |
| Yield(%) | 0.00 | 0.46 | 0.20 | 0.46 | 0.43 | 0.29 | 0.21 | 0.61 | 0.00 | 0.48 | 0.00 | 0.00 | 1.36 | 0.00 | 0.00 | 1.22 |
Data as of 07/11/2025, AR inception is 03/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) |
-0.29%
Apr 2021 - Apr 2024 |
8.70%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) |
29.99%
Dec 2018 - Dec 2021 |
15.52%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart