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
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

3-Year Annualized Rolling Return