Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) | -7.27% | -10.40% | 2.79% | -0.45% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) | 03/13/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | -10.40 | 2.79 | -0.45 | NA | NA | NA | … | … | -7.27 | -4.58 | 8.82 | 23.29 | -24.05 | 19.17 | 33.07 | 38.52 | -9.70 |
| Sharpe Ratio | NA | -0.83 | 0.02 | -0.16 | NA | NA | NA | … | … | -1.05 | -0.40 | 0.34 | 1.18 | -0.95 | 1.21 | 0.94 | 2.54 | -0.79 |
| Standard Deviation(%) | NA | 15.51 | 16.74 | 19.12 | NA | NA | NA | … | … | 17.38 | 18.79 | 15.19 | 16.84 | 26.88 | 15.84 | 34.73 | 14.57 | 16.93 |
| Draw Down(%) | NA | 16.86 | 20.35 | 32.66 | NA | NA | NA | … | … | 14.35 | 17.94 | 7.84 | 14.17 | 31.22 | 7.30 | 35.64 | 6.44 | 21.67 |
| Yield(%) | 0.00 | 0.33 | 0.31 | 0.41 | 0.49 | 0.33 | 0.25 | … | … | 0.00 | 0.33 | 0.48 | 0.00 | 0.00 | 1.36 | 0.00 | 0.00 | 1.22 |
Data as of 06/08/2026, Common starting date is 03/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) |
-0.29%
Apr 2021 – Apr 2024 |
-0.67%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSAX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS A) |
29.99%
Dec 2018 – Dec 2021 |
15.52%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart