Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) | NA | 2.26% | 4.20% | 3.58% | 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 |
|---|---|---|
| VLSIX (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 | 2.26 | 4.20 | 3.58 | NA | NA | NA | … | … | 2.95 | -0.38 | 13.98 | -18.37 | 12.62 | 32.52 | 38.34 | -3.30 |
| Sharpe Ratio | NA | -0.05 | 0.06 | 0.09 | NA | NA | NA | … | … | 0.12 | -0.28 | 0.89 | -0.90 | 0.97 | 1.22 | 3.46 | -2.34 |
| Standard Deviation(%) | NA | 17.46 | 14.70 | 15.96 | NA | NA | NA | … | … | 16.50 | 14.42 | 11.76 | 22.09 | 13.04 | 26.30 | 10.66 | 19.17 |
| Draw Down(%) | NA | 23.68 | 23.68 | 25.84 | NA | NA | NA | … | … | 14.10 | 13.75 | 9.06 | 25.84 | 6.89 | 25.82 | 4.32 | 7.67 |
| Yield(%) | 0.00 | 0.09 | 1.69 | 1.33 | 1.10 | 0.74 | 0.55 | … | … | 0.00 | 0.09 | 0.89 | 3.56 | 0.40 | 1.08 | 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 |
|---|---|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) |
-2.50%
Dec 2021 – Dec 2024 |
3.86%
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 |
|---|---|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) |
20.33%
Jan 2019 – Jan 2022 |
12.55%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart