Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return