Performance Comparison
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