Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VLSAX (Virtus KAR Long/Short Equity Fund) 2.82% 8.33% 7.56% 5.12% NA NA NA 12.27%
Data as of 07/25/2025, AR inception is 12/07/2018
More Performance Analytics Comparison
Name Start Date End Date
VLSAX (Virtus KAR Long/Short Equity Fund) 12/07/2018 07/25/2025
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 (%) 0.06 8.33 7.56 5.12 NA NA NA 12.27 2.82 6.16 13.74 -18.57 12.35 32.17 38.06 -3.40
Sharpe Ratio NA 0.34 0.30 0.21 NA NA NA 0.54 0.12 0.23 0.86 -0.91 0.94 1.21 3.44 -2.40
Standard Deviation(%) NA 15.02 13.83 15.48 NA NA NA 16.99 17.04 11.13 11.79 22.06 13.08 26.30 10.64 19.09
Draw Down(%) NA 18.55 18.55 25.90 NA NA NA 25.90 14.16 8.02 9.10 25.90 6.89 25.78 4.33 7.67
Yield(%) 0.00 7.16 4.34 2.93 2.33 1.55 1.16 3.88 0.00 7.26 0.90 3.58 0.40 1.08 0.49 0.00
Data as of 07/25/2025, AR inception is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VLSAX (Virtus KAR Long/Short Equity Fund) -0.56%
Apr 2021 - Apr 2024
5.81%
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
VLSAX (Virtus KAR Long/Short Equity Fund) 20.06%
Jan 2019 - Jan 2022
12.28%
Jan 2019 - Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart