Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) | -0.50% | -6.20% | 4.49% | 0.64% | 8.73% | 9.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) | 06/24/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | -6.20 | 4.49 | 0.64 | 8.73 | 9.66 | NA | … | … | -0.50 | -3.34 | 4.13 | 18.17 | -20.77 | 21.78 | 23.91 | 29.65 | -5.12 | 23.65 | 10.20 | 1.40 | 15.36 | 25.52 | 14.19 | 2.60 | 17.48 | 18.26 |
| Sharpe Ratio | NA | -0.60 | 0.08 | -0.12 | 0.38 | NA | NA | … | … | -0.28 | -0.31 | -0.17 | 0.91 | -0.91 | 1.45 | 0.71 | 2.04 | -0.39 | 2.68 | 0.66 | 0.09 | 1.39 | 2.24 | 1.10 | 0.11 | 1.01 | 2.40 |
| Standard Deviation(%) | NA | 16.67 | 16.82 | 18.25 | 18.83 | NA | NA | … | … | 18.12 | 20.10 | 14.24 | 15.46 | 24.49 | 14.98 | 33.38 | 13.81 | 16.53 | 8.61 | 15.16 | 14.92 | 11.07 | 11.39 | 12.91 | 23.89 | 17.28 | 15.67 |
| Draw Down(%) | NA | 16.06 | 20.60 | 28.84 | 33.98 | NA | NA | … | … | 12.33 | 18.52 | 7.52 | 12.53 | 27.84 | 6.67 | 33.98 | 6.46 | 19.57 | 3.76 | 10.92 | 12.66 | 6.55 | 5.61 | 9.48 | 20.96 | 14.23 | 5.48 |
| Yield(%) | 0.00 | 0.00 | 1.02 | 0.97 | 1.41 | 2.37 | 2.71 | … | … | 0.00 | 0.00 | 0.00 | 3.21 | 0.21 | 2.21 | 0.92 | 0.57 | 0.78 | 0.39 | 0.00 | 0.68 | 6.33 | 1.95 | 1.89 | 0.24 | 1.65 | 1.03 |
Data as of 06/04/2026, Common starting date is 06/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) |
0.15%
Dec 2021 – Dec 2024 |
0.37%
May 2021 – May 2026 |
8.76%
Mar 2016 – Mar 2026 |
9.26%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) |
26.16%
Dec 2018 – Dec 2021 |
19.58%
Oct 2016 – Oct 2021 |
16.20%
Sep 2011 – Sep 2021 |
12.59%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart