Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRMGX (VIRTUS KAR MID-CAP GROWTH FUND CLASS R6) | -7.52% | -38.76% | -9.13% | -10.19% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRMGX (VIRTUS KAR MID-CAP GROWTH FUND CLASS R6) | 01/31/2018 | 06/05/2026 |
| 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 (%) | -2.03 | -38.76 | -9.13 | -10.19 | NA | NA | NA | … | … | -7.52 | -30.61 | 7.90 | 22.53 | -33.17 | 1.64 | 63.64 | 44.84 | -2.81 |
| Sharpe Ratio | NA | -0.96 | -0.38 | -0.42 | NA | NA | NA | … | … | -0.71 | -0.80 | 0.24 | 0.99 | -0.92 | 0.07 | 1.83 | 2.45 | -0.20 |
| Standard Deviation(%) | NA | 40.22 | 28.59 | 29.39 | NA | NA | NA | … | … | 22.06 | 42.22 | 17.84 | 19.33 | 37.92 | 22.34 | 34.51 | 17.69 | 22.56 |
| Draw Down(%) | NA | 46.20 | 48.46 | 55.65 | NA | NA | NA | … | … | 19.27 | 37.05 | 10.91 | 15.50 | 39.86 | 15.96 | 30.34 | 12.81 | 23.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.30 | 0.63 | 0.42 | 0.32 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.49 | 0.16 | 0.86 | 2.02 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| VRMGX (VIRTUS KAR MID-CAP GROWTH FUND CLASS R6) |
-9.75%
Mar 2023 – Mar 2026 |
-11.12%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRMGX (VIRTUS KAR MID-CAP GROWTH FUND CLASS R6) |
34.09%
Oct 2018 – Oct 2021 |
14.55%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
