Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) | 2.89% | 6.46% | 8.28% | 5.96% | NA | NA | NA | 12.57% |
Data as of 07/11/2025, AR inception is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) | 12/07/2018 | 07/11/2025 |
| 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 | 6.46 | 8.28 | 5.96 | NA | NA | NA | 12.57 | 2.89 | 6.45 | 13.98 | -18.37 | 12.62 | 32.52 | 38.34 | -3.30 |
| Sharpe Ratio | NA | 0.22 | 0.40 | 0.24 | NA | NA | NA | 0.56 | 0.15 | 0.25 | 0.89 | -0.90 | 0.97 | 1.22 | 3.46 | -2.34 |
| Standard Deviation(%) | NA | 15.53 | 14.06 | 15.50 | NA | NA | NA | 17.06 | 17.97 | 11.09 | 11.76 | 22.09 | 13.04 | 26.30 | 10.66 | 19.17 |
| Draw Down(%) | NA | 18.45 | 18.45 | 25.84 | NA | NA | NA | 25.84 | 14.10 | 7.96 | 9.06 | 25.84 | 6.89 | 25.82 | 4.32 | 7.67 |
| Yield(%) | 0.00 | 7.00 | 4.39 | 3.02 | 2.34 | 1.56 | 1.17 | 3.90 | 0.00 | 7.25 | 0.89 | 3.56 | 0.40 | 1.08 | 0.49 | 0.00 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| VLSIX (Virtus KAR Long/Short Equity Fund) |
-0.32%
Apr 2021 - Apr 2024 |
6.07%
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 |
|---|---|---|---|---|
| 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