Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRESX (Virtus KAR Emerging Markets Small-Cap Fund Class R6) | 1.39% | 1.39% | 10.20% | 1.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRESX (Virtus KAR Emerging Markets Small-Cap Fund Class R6) | 08/05/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 1.39 | 10.20 | 1.38 | NA | NA | NA | … | … | 1.39 | 13.77 | 3.79 | 21.93 | -22.89 | -1.47 | 39.09 | 9.23 |
| Sharpe Ratio | NA | 0.08 | 0.68 | -0.06 | NA | NA | NA | … | … | 0.34 | 0.91 | 0.02 | 1.78 | -1.35 | -0.14 | 1.70 | 2.70 |
| Standard Deviation(%) | NA | 11.04 | 11.34 | 12.87 | NA | NA | NA | … | … | 13.16 | 12.02 | 10.42 | 10.38 | 18.11 | 10.91 | 22.70 | 8.49 |
| Draw Down(%) | NA | 10.63 | 11.89 | 35.04 | NA | NA | NA | … | … | 10.63 | 9.73 | 7.70 | 8.34 | 29.13 | 11.16 | 30.72 | 3.93 |
| Yield(%) | 0.00 | 2.84 | 2.22 | 2.56 | 2.36 | 1.57 | 1.18 | … | … | 0.00 | 3.22 | 2.72 | 0.00 | 0.00 | 8.19 | 1.69 | 2.30 |
Data as of 06/04/2026, Common starting date is 08/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRESX (Virtus KAR Emerging Markets Small-Cap Fund Class R6) |
-3.30%
Jun 2021 – Jun 2024 |
1.76%
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 |
|---|---|---|---|---|
| VRESX (Virtus KAR Emerging Markets Small-Cap Fund Class R6) |
16.51%
Sep 2022 – Sep 2025 |
11.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart