Performance Comparison
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