Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSCRX (VIRTUS KAR SMALL-CAP CORE FUND CLASS R6) | 0.21% | 8.93% | 16.20% | 15.23% | 15.28% | NA | NA | 15.87% |
Data as of 07/11/2025, AR inception is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSCRX (VIRTUS KAR SMALL-CAP CORE FUND CLASS R6) | 11/28/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 8.93 | 16.20 | 15.23 | 15.28 | NA | NA | 15.87 | 0.21 | 13.77 | 32.40 | -10.69 | 19.11 | 21.48 | 40.27 | -1.93 | 35.06 | 17.53 | 1.32 | 1.04 |
| Sharpe Ratio | NA | 0.44 | 0.74 | 0.75 | 0.74 | NA | NA | 0.74 | -0.07 | 0.63 | 1.85 | -0.56 | 1.28 | 0.62 | 2.76 | -0.19 | 3.49 | 1.11 | 0.09 | 0.87 |
| Standard Deviation(%) | NA | 19.77 | 17.91 | 17.70 | 18.87 | NA | NA | 18.57 | 21.84 | 16.03 | 15.70 | 21.73 | 14.93 | 33.84 | 14.06 | 17.12 | 9.89 | 15.62 | 14.90 | 14.46 |
| Draw Down(%) | NA | 21.80 | 21.80 | 21.99 | 33.44 | NA | NA | 33.44 | 17.94 | 8.42 | 11.16 | 20.68 | 7.67 | 33.44 | 7.34 | 22.25 | 5.82 | 11.57 | 12.15 | 3.42 |
| Yield(%) | 0.00 | 4.38 | 5.79 | 8.49 | 9.53 | 6.71 | 5.03 | 10.07 | 0.00 | 4.64 | 5.28 | 5.62 | 13.04 | 8.37 | 5.55 | 4.07 | 0.23 | 6.43 | 16.93 | 3.36 |
Data as of 07/11/2025, AR inception is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCRX (VIRTUS KAR SMALL-CAP CORE FUND CLASS R6) |
8.04%
Sep 2019 - Sep 2022 |
11.23%
May 2018 - May 2023 |
14.36%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCRX (VIRTUS KAR SMALL-CAP CORE FUND CLASS R6) |
26.61%
Dec 2018 - Dec 2021 |
23.76%
Oct 2016 - Oct 2021 |
16.29%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart