Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSEX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) | 5.70% | -1.70% | 4.56% | NA | NA | NA | NA | … | … |
Data as of 02/04/2026, Common starting date is 08/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSEX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) | 08/03/2022 | 02/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.70 | 4.56 | NA | NA | NA | NA | … | … | 5.70 | -2.62 | 10.17 | 15.83 | -7.81 |
| Sharpe Ratio | NA | -0.25 | 0.04 | NA | NA | NA | NA | … | … | 4.99 | -0.30 | 0.24 | 0.69 | -0.89 |
| Standard Deviation(%) | NA | 18.43 | 16.58 | NA | NA | NA | NA | … | … | 15.30 | 18.39 | 14.89 | 16.91 | 22.87 |
| Draw Down(%) | NA | 16.62 | 21.16 | NA | NA | NA | NA | … | … | 2.38 | 17.71 | 8.97 | 15.90 | 16.92 |
| 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 |
Data as of 02/04/2026, Common starting date is 08/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKSEX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
4.32%
Nov 2022 – Nov 2025 |
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 |
|---|---|---|---|---|
| VKSEX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
9.27%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart