Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMACX (VIRTUS KAR MID-CAP CORE FUND CLASS A) | 4.14% | 7.34% | 11.63% | 11.26% | 10.78% | 12.86% | NA | 13.25% |
Data as of 07/11/2025, AR inception is 06/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMACX (VIRTUS KAR MID-CAP CORE FUND CLASS A) | 06/24/2009 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 7.34 | 11.63 | 11.26 | 10.78 | 12.86 | NA | 13.25 | 4.14 | 4.92 | 19.39 | -20.15 | 22.90 | 24.89 | 30.97 | -4.39 | 24.63 | 10.99 | 2.19 | 16.22 | 26.41 | 15.10 | 3.46 | 18.44 | 18.66 |
| Sharpe Ratio | NA | 0.21 | 0.46 | 0.49 | 0.50 | NA | NA | 0.70 | 0.22 | -0.12 | 0.99 | -0.88 | 1.53 | 0.74 | 2.14 | -0.35 | 2.80 | 0.71 | 0.14 | 1.46 | 2.31 | 1.18 | 0.14 | 1.06 | 2.45 |
| Standard Deviation(%) | NA | 19.65 | 17.92 | 18.28 | 18.85 | NA | NA | 17.73 | 22.92 | 14.23 | 15.39 | 24.52 | 14.98 | 33.37 | 13.83 | 16.53 | 8.60 | 15.14 | 14.90 | 11.07 | 11.40 | 12.88 | 23.89 | 17.26 | 15.72 |
| Draw Down(%) | NA | 20.39 | 20.39 | 28.53 | 33.91 | NA | NA | 33.91 | 18.39 | 7.27 | 12.44 | 27.60 | 6.58 | 33.91 | 6.40 | 19.40 | 3.73 | 10.85 | 12.46 | 6.57 | 5.54 | 9.30 | 20.83 | 14.16 | 5.48 |
| Yield(%) | 0.00 | 0.00 | 1.09 | 1.46 | 1.41 | 3.09 | 2.82 | 3.53 | 0.00 | 0.00 | 2.90 | 0.19 | 2.03 | 0.85 | 0.84 | 0.74 | 0.37 | 0.00 | 0.65 | 6.16 | 1.91 | 2.50 | 0.24 | 1.94 | 1.03 |
Data as of 07/11/2025, AR inception is 06/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMACX (VIRTUS KAR MID-CAP CORE FUND CLASS A) |
0.91%
Dec 2021 - Dec 2024 |
6.41%
Mar 2015 - Mar 2020 |
10.03%
Mar 2015 - Mar 2025 |
11.46%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMACX (VIRTUS KAR MID-CAP CORE FUND CLASS A) |
27.21%
Dec 2018 - Dec 2021 |
20.55%
Oct 2016 - Oct 2021 |
17.11%
Sep 2011 - Sep 2021 |
13.47%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart