Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VQSRX (VIRTUS KAR SMALL-CAP VALUE FUND CLASS R6) | 5.06% | 1.41% | 7.73% | 0.54% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date 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 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | 1.41 | 7.73 | 0.54 | NA | NA | NA | … | … | 5.06 | -4.42 | 9.73 | 19.14 | -24.19 | 19.61 | 28.23 | 24.96 | -15.83 | 19.04 | 10.49 |
| Sharpe Ratio | NA | -0.07 | 0.24 | -0.10 | NA | NA | NA | … | … | 0.50 | -0.38 | 0.34 | 0.82 | -1.01 | 1.15 | 0.76 | 1.64 | -1.08 | 1.82 | 6.15 |
| Standard Deviation(%) | NA | 16.98 | 18.28 | 19.88 | NA | NA | NA | … | … | 18.18 | 19.22 | 18.09 | 19.07 | 25.36 | 17.04 | 36.68 | 14.36 | 15.96 | 10.17 | 16.38 |
| Draw Down(%) | NA | 13.22 | 22.85 | 31.47 | NA | NA | NA | … | … | 12.39 | 17.99 | 10.11 | 15.82 | 29.50 | 9.57 | 37.63 | 8.21 | 24.63 | 4.37 | 4.15 |
| Yield(%) | 0.00 | 5.38 | 5.10 | 3.22 | 4.19 | 2.79 | 2.10 | … | … | 0.00 | 5.39 | 5.15 | 3.68 | 2.29 | 2.13 | 1.13 | 1.11 | 2.15 | 6.03 | 0.00 |
Data as of 06/12/2026, Common starting date 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 |
-0.30%
May 2021 – May 2026 |
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