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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VQSRX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS R6) 0.90% 11.31% 9.53% 9.37% NA NA NA 9.86%
Data as of 07/11/2025, AR inception is 11/08/2016
More Performance Analytics Comparison
Name Start Date End Date
VQSRX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS R6) 11/08/2016 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
Annualized Return (%) 0.00 11.31 9.53 9.37 NA NA NA 9.86 0.90 9.73 19.14 -24.19 19.61 28.23 24.96 -15.83 19.04 10.49
Sharpe Ratio NA 0.61 0.35 0.36 NA NA NA 0.36 0.07 0.34 0.82 -1.01 1.15 0.76 1.64 -1.08 1.82 6.15
Standard Deviation(%) NA 20.96 20.24 20.05 NA NA NA 21.03 22.23 18.09 19.07 25.36 17.04 36.68 14.36 15.96 10.17 16.38
Draw Down(%) NA 22.85 22.85 31.47 NA NA NA 37.63 17.99 10.11 15.82 29.50 9.57 37.63 8.21 24.63 4.37 4.15
Yield(%) 0.00 5.15 4.10 3.63 3.30 2.20 1.65 4.12 0.00 5.15 3.68 2.29 2.13 1.13 1.11 2.15 6.03 0.00
Data as of 07/11/2025, AR inception is 11/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VQSRX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS R6) -4.56%
Apr 2021 - Apr 2024
3.66%
Sep 2017 - Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VQSRX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS R6) 24.21%
Dec 2018 - Dec 2021
13.94%
Dec 2016 - Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart