Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAKSX (Virtus KAR Small-Mid Cap Growth Fund Class A) | -4.06% | -11.67% | 2.72% | -1.50% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAKSX (Virtus KAR Small-Mid Cap Growth Fund Class A) | 12/15/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | -11.67 | 2.72 | -1.50 | NA | NA | NA | … | … | -4.06 | -6.97 | 12.49 | 18.67 | -22.79 | 5.19 | 2.00 |
| Sharpe Ratio | NA | -0.89 | -0.02 | -0.20 | NA | NA | NA | … | … | -0.63 | -0.55 | 0.50 | 1.00 | -0.88 | 0.32 | 4.45 |
| Standard Deviation(%) | NA | 16.15 | 16.10 | 18.80 | NA | NA | NA | … | … | 18.50 | 18.16 | 14.54 | 14.58 | 27.61 | 16.33 | 12.85 |
| Draw Down(%) | NA | 21.48 | 26.22 | 34.59 | NA | NA | NA | … | … | 16.17 | 16.58 | 9.08 | 12.61 | 30.51 | 11.12 | 2.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAKSX (Virtus KAR Small-Mid Cap Growth Fund Class A) |
-3.89%
Apr 2021 – Apr 2024 |
-2.02%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAKSX (Virtus KAR Small-Mid Cap Growth Fund Class A) |
12.44%
Jun 2022 – Jun 2025 |
-0.02%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart