Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSIX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I) | -6.72% | -9.72% | 3.91% | -0.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSIX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I) | 03/13/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | -9.72 | 3.91 | -0.20 | NA | NA | NA | … | … | -6.72 | -4.36 | 9.07 | 23.61 | -23.83 | 19.53 | 33.46 | 38.81 | -9.50 |
| Sharpe Ratio | NA | -0.82 | 0.06 | -0.15 | NA | NA | NA | … | … | -1.04 | -0.39 | 0.36 | 1.20 | -0.94 | 1.23 | 0.95 | 2.57 | -0.78 |
| Standard Deviation(%) | NA | 15.46 | 16.76 | 19.10 | NA | NA | NA | … | … | 17.69 | 18.76 | 15.14 | 16.78 | 26.92 | 15.81 | 34.74 | 14.55 | 16.86 |
| Draw Down(%) | NA | 16.70 | 20.29 | 32.49 | NA | NA | NA | … | … | 14.36 | 17.91 | 7.81 | 14.10 | 31.08 | 7.31 | 35.59 | 6.43 | 21.64 |
| Yield(%) | 0.00 | 0.33 | 0.32 | 0.41 | 0.51 | 0.34 | 0.25 | … | … | 0.00 | 0.33 | 0.48 | 0.00 | 0.00 | 1.35 | 0.02 | 0.00 | 1.32 |
Data as of 06/04/2026, Common starting date is 03/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSIX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I) |
-0.02%
Apr 2021 – Apr 2024 |
-0.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSIX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I) |
30.34%
Dec 2018 – Dec 2021 |
15.83%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart