Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) | 0.29% | 5.30% | 8.70% | NA | NA | NA | NA | 1.97% |
Data as of 07/11/2025, AR inception is 08/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) | 08/03/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.30 | 8.70 | NA | NA | NA | NA | 1.97 | 0.29 | 9.97 | 16.70 | -20.63 | 3.80 |
| Sharpe Ratio | NA | 0.11 | 0.30 | NA | NA | NA | NA | -0.06 | -0.12 | 0.23 | 0.75 | -0.93 | 0.65 |
| Standard Deviation(%) | NA | 18.89 | 18.11 | NA | NA | NA | NA | 18.78 | 21.35 | 14.88 | 16.85 | 23.70 | 14.42 |
| Draw Down(%) | NA | 20.89 | 20.89 | NA | NA | NA | NA | 25.58 | 17.53 | 8.91 | 15.42 | 25.50 | 8.32 |
| Yield(%) | 0.00 | 0.38 | 0.54 | 0.31 | 0.15 | 0.10 | 0.08 | 0.51 | 0.00 | 0.40 | 0.54 | 0.50 | 0.19 |
Data as of 07/11/2025, AR inception is 08/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) |
0.62%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) |
8.64%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart