Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) | 2.30% | 6.22% | 12.83% | 8.34% | NA | NA | NA | 11.30% |
Data as of 07/18/2025, AR inception is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) | 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 (%) | 0.82 | 6.22 | 12.83 | 8.34 | NA | NA | NA | 11.30 | 2.30 | 9.19 | 23.75 | -23.82 | 19.62 | 33.51 | 39.03 | -9.49 |
| Sharpe Ratio | NA | 0.16 | 0.50 | 0.33 | NA | NA | NA | 0.42 | 0.06 | 0.37 | 1.21 | -0.94 | 1.24 | 0.95 | 2.58 | -0.78 |
| Standard Deviation(%) | NA | 19.10 | 18.86 | 19.46 | NA | NA | NA | 21.49 | 21.78 | 15.12 | 16.77 | 26.94 | 15.83 | 34.73 | 14.57 | 16.84 |
| Draw Down(%) | NA | 20.25 | 20.25 | 32.51 | NA | NA | NA | 35.61 | 17.88 | 7.78 | 14.06 | 31.11 | 7.30 | 35.61 | 6.43 | 21.54 |
| Yield(%) | 0.00 | 0.45 | 0.20 | 0.45 | 0.44 | 0.30 | 0.22 | 0.63 | 0.00 | 0.47 | 0.00 | 0.00 | 1.35 | 0.04 | 0.00 | 1.33 |
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 |
|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) |
0.03%
Apr 2021 - Apr 2024 |
9.08%
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 |
|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) |
30.46%
Dec 2018 - Dec 2021 |
15.92%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart