Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKSCX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS C) | 1.74% | 5.08% | 11.58% | 7.18% | NA | NA | NA | 10.04% |
Data as of 07/18/2025, AR inception is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSCX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS C) | 03/13/2018 | 07/18/2025 |
| 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 (%) | 0.78 | 5.08 | 11.58 | 7.18 | NA | NA | NA | 10.04 | 1.74 | 7.97 | 22.35 | -24.55 | 18.24 | 32.07 | 37.56 | -10.29 |
| Sharpe Ratio | NA | 0.10 | 0.44 | 0.27 | NA | NA | NA | 0.36 | 0.01 | 0.29 | 1.12 | -0.97 | 1.15 | 0.91 | 2.48 | -0.84 |
| Standard Deviation(%) | NA | 19.06 | 18.84 | 19.44 | NA | NA | NA | 21.49 | 21.73 | 15.10 | 16.77 | 26.89 | 15.83 | 34.78 | 14.56 | 16.91 |
| Draw Down(%) | NA | 20.55 | 20.55 | 33.12 | NA | NA | NA | 35.65 | 18.05 | 7.91 | 14.29 | 31.57 | 7.30 | 35.65 | 6.51 | 21.84 |
| Yield(%) | 0.00 | 0.48 | 0.21 | 0.45 | 0.43 | 0.29 | 0.21 | 0.61 | 0.00 | 0.51 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 1.22 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| VKSCX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS C) |
-1.04%
Apr 2021 - Apr 2024 |
7.89%
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 |
|---|---|---|---|---|
| VKSCX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS C) |
29.03%
Dec 2018 - Dec 2021 |
14.67%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart