Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) | NA | 2.33% | 4.28% | 3.65% | 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 |
|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) | 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 | 2.33 | 4.28 | 3.65 | NA | NA | NA | … | … | 3.01 | -0.32 | 14.07 | -18.25 | 12.61 | 32.67 | 38.34 | -3.30 |
| Sharpe Ratio | NA | -0.05 | 0.07 | 0.10 | NA | NA | NA | … | … | 0.13 | -0.27 | 0.89 | -0.90 | 0.96 | 1.23 | 3.46 | -2.33 |
| Standard Deviation(%) | NA | 17.46 | 14.72 | 15.98 | NA | NA | NA | … | … | 16.51 | 14.46 | 11.80 | 22.06 | 13.12 | 26.28 | 10.65 | 19.26 |
| Draw Down(%) | NA | 23.70 | 23.70 | 25.79 | NA | NA | NA | … | … | 14.09 | 13.78 | 9.10 | 25.71 | 6.83 | 25.81 | 4.24 | 7.67 |
| Yield(%) | 0.00 | 0.48 | 1.83 | 1.41 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 0.48 | 0.89 | 3.55 | 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 |
|---|---|---|---|---|
| VLSRX (Virtus KAR Long/Short Equity Fund6) |
-2.40%
Dec 2021 – Dec 2024 |
3.93%
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 |
|---|---|---|---|---|
| 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