Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) | 2.89% | 6.47% | 8.35% | 6.03% | NA | NA | NA | 12.64% |
Data as of 07/11/2025, AR inception is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) | 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 | 6.47 | 8.35 | 6.03 | NA | NA | NA | 12.64 | 2.89 | 6.51 | 14.07 | -18.25 | 12.61 | 32.67 | 38.34 | -3.30 |
| Sharpe Ratio | NA | 0.21 | 0.36 | 0.23 | NA | NA | NA | 0.57 | 0.15 | 0.26 | 0.89 | -0.90 | 0.96 | 1.23 | 3.46 | -2.33 |
| Standard Deviation(%) | NA | 15.49 | 14.02 | 15.52 | NA | NA | NA | 17.05 | 17.62 | 11.16 | 11.80 | 22.06 | 13.12 | 26.28 | 10.65 | 19.26 |
| Draw Down(%) | NA | 18.48 | 18.48 | 25.79 | NA | NA | NA | 25.81 | 14.09 | 7.98 | 9.10 | 25.71 | 6.83 | 25.81 | 4.24 | 7.67 |
| Yield(%) | 0.00 | 7.36 | 4.53 | 3.11 | 2.41 | 1.61 | 1.20 | 4.01 | 0.00 | 7.62 | 0.88 | 3.55 | 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 |
|---|---|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) |
-0.24%
Apr 2021 - Apr 2024 |
6.15%
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 |
|---|---|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) |
20.42%
Jan 2019 - Jan 2022 |
12.62%
Jan 2019 - Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart