Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLSCX (Virtus KAR Long/Short Equity Fund) | NA | 8.18% | 5.47% | 3.92% | NA | NA | NA | … | … |
Data as of 08/06/2025, Common starting date is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLSCX (Virtus KAR Long/Short Equity Fund) | 12/07/2018 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.18 | 5.47 | 3.92 | NA | NA | NA | … | … | 2.35 | 5.30 | 12.96 | -19.21 | 11.55 | 31.22 | 36.93 | -3.40 |
| Sharpe Ratio | NA | 0.34 | 0.16 | 0.12 | NA | NA | NA | … | … | 0.06 | 0.15 | 0.80 | -0.94 | 0.88 | 1.17 | 3.33 | -2.36 |
| Standard Deviation(%) | NA | 14.81 | 13.70 | 15.41 | NA | NA | NA | … | … | 16.49 | 11.13 | 11.72 | 22.09 | 13.05 | 26.32 | 10.65 | 19.37 |
| Draw Down(%) | NA | 18.81 | 18.81 | 26.18 | NA | NA | NA | … | … | 14.30 | 8.07 | 9.15 | 26.18 | 6.93 | 25.87 | 4.35 | 7.68 |
| Yield(%) | 0.00 | 7.53 | 4.31 | 2.91 | 2.33 | 1.55 | 1.16 | … | … | 0.00 | 7.55 | 0.93 | 3.67 | 0.41 | 1.09 | 0.49 | 0.00 |
Data as of 08/06/2025, Common starting date is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLSCX (Virtus KAR Long/Short Equity Fund) |
-1.32%
Dec 2021 – Dec 2024 |
4.20%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLSCX (Virtus KAR Long/Short Equity Fund) |
19.15%
Jan 2019 – Jan 2022 |
11.44%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart