Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) | 3.72% | 5.39% | 12.06% | 10.11% | 9.91% | 11.83% | NA | 12.37% |
Data as of 07/14/2025, AR inception 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 | 07/14/2025 |
| 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 (%) | 0.44 | 5.39 | 12.06 | 10.11 | 9.91 | 11.83 | NA | 12.37 | 3.72 | 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 | 0.17 | 0.42 | 0.45 | 0.46 | NA | NA | 0.65 | 0.18 | -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 | 19.56 | 17.89 | 18.25 | 18.84 | NA | NA | 17.72 | 22.77 | 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 | 20.60 | 20.60 | 28.84 | 33.98 | NA | NA | 33.98 | 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 | 1.24 | 1.56 | 1.43 | 2.94 | 2.71 | 3.39 | 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 07/14/2025, 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 |
|---|---|---|---|---|
| VMCCX (VIRTUS KAR MID-CAP CORE FUND CLASS C) |
0.15%
Dec 2021 - Dec 2024 |
5.56%
Mar 2015 - Mar 2020 |
9.18%
Mar 2015 - Mar 2025 |
10.60%
Apr 2010 - Apr 2025 |
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