Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRMCX (VIRTUS KAR MID-CAP CORE FUND CLASS R6) | -0.03% | -4.41% | 5.91% | 1.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRMCX (VIRTUS KAR MID-CAP CORE FUND CLASS R6) | 01/31/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | -4.41 | 5.91 | 1.89 | NA | NA | NA | … | … | -0.03 | -1.54 | 5.28 | 22.74 | -19.67 | 25.36 | 26.19 | 31.08 | -9.26 |
| Sharpe Ratio | NA | -0.50 | 0.16 | -0.05 | NA | NA | NA | … | … | -0.23 | -0.22 | 0.12 | 1.29 | -0.86 | 1.69 | 0.77 | 2.14 | -0.68 |
| Standard Deviation(%) | NA | 16.43 | 16.74 | 18.21 | NA | NA | NA | … | … | 18.12 | 19.91 | 14.24 | 14.95 | 24.53 | 14.99 | 33.36 | 13.81 | 16.93 |
| Draw Down(%) | NA | 14.76 | 20.30 | 28.39 | NA | NA | NA | … | … | 12.14 | 18.35 | 7.19 | 12.38 | 27.48 | 6.57 | 33.91 | 6.37 | 19.31 |
| Yield(%) | 0.00 | 0.00 | 0.89 | 0.87 | 0.95 | 0.63 | 0.47 | … | … | 0.00 | 0.00 | 0.00 | 2.81 | 0.19 | 1.98 | 0.83 | 0.53 | 0.69 |
Data as of 06/04/2026, Common starting date is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRMCX (VIRTUS KAR MID-CAP CORE FUND CLASS R6) |
1.25%
Dec 2021 – Dec 2024 |
1.62%
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 |
|---|---|---|---|---|
| VRMCX (VIRTUS KAR MID-CAP CORE FUND CLASS R6) |
27.52%
Dec 2018 – Dec 2021 |
15.38%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
