Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) | -8.29% | 2.05% | 3.61% | 2.50% | NA | NA | NA | 8.91% |
Data as of 07/11/2025, AR inception is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) | 01/31/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 2.05 | 3.61 | 2.50 | NA | NA | NA | 8.91 | -8.29 | 9.45 | 20.41 | -29.98 | 4.55 | 43.62 | 40.39 | 1.86 |
| Sharpe Ratio | NA | 0.16 | 0.09 | 0.04 | NA | NA | NA | 0.30 | -0.62 | 0.31 | 0.92 | -1.01 | 0.23 | 1.28 | 2.53 | 0.04 |
| Standard Deviation(%) | NA | 22.48 | 21.51 | 22.29 | NA | NA | NA | 23.14 | 24.45 | 18.51 | 18.42 | 31.12 | 19.49 | 33.71 | 15.41 | 16.92 |
| Draw Down(%) | NA | 28.15 | 28.15 | 37.55 | NA | NA | NA | 37.55 | 21.70 | 10.19 | 15.23 | 32.31 | 16.48 | 32.45 | 8.07 | 19.00 |
| Yield(%) | 0.00 | 10.41 | 9.14 | 9.73 | 7.96 | 5.31 | 3.98 | 11.37 | 0.00 | 10.39 | 5.98 | 10.37 | 13.13 | 12.44 | 2.13 | 2.30 |
Data as of 07/11/2025, AR inception is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) |
-6.54%
Apr 2021 - Apr 2024 |
2.91%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) |
29.31%
Feb 2018 - Feb 2021 |
12.19%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart