Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) | -2.50% | -4.87% | 4.93% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) | 08/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.87 | 4.93 | NA | NA | NA | NA | … | … | -2.50 | -3.84 | 9.97 | 16.70 | -20.63 | 3.80 |
| Sharpe Ratio | NA | -0.48 | 0.16 | NA | NA | NA | NA | … | … | -0.53 | -0.37 | 0.43 | 0.78 | -0.93 | 0.65 |
| Standard Deviation(%) | NA | 14.16 | 16.04 | NA | NA | NA | NA | … | … | 14.71 | 18.16 | 14.90 | 16.85 | 23.70 | 14.42 |
| Draw Down(%) | NA | 11.41 | 20.89 | NA | NA | NA | NA | … | … | 11.41 | 17.53 | 8.91 | 15.42 | 25.50 | 8.32 |
| Yield(%) | 0.00 | 0.11 | 0.36 | 0.33 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.11 | 0.40 | 0.54 | 0.50 | 0.19 |
Data as of 06/08/2026, Common starting date is 08/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) |
0.62%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSDX (Virtus KAR Small-Mid Cap Value Fund Class A) |
10.10%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart