Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSFX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) | -1.69% | -4.24% | 5.50% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSFX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) | 08/03/2021 | 06/10/2026 |
| 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 (%) | 0.61 | -4.24 | 5.50 | NA | NA | NA | NA | … | … | -1.69 | -3.62 | 10.24 | 16.94 | -20.43 | 3.92 |
| Sharpe Ratio | NA | -0.47 | 0.18 | NA | NA | NA | NA | … | … | -0.51 | -0.36 | 0.44 | 0.79 | -0.93 | 0.67 |
| Standard Deviation(%) | NA | 14.25 | 16.09 | NA | NA | NA | NA | … | … | 14.78 | 18.26 | 14.89 | 16.93 | 23.70 | 14.38 |
| Draw Down(%) | NA | 11.36 | 20.84 | NA | NA | NA | NA | … | … | 11.36 | 17.48 | 8.88 | 15.28 | 25.46 | 8.22 |
| Yield(%) | 0.00 | 0.22 | 0.57 | 0.47 | 0.23 | 0.16 | 0.12 | … | … | 0.00 | 0.22 | 0.59 | 0.81 | 0.36 | 0.50 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| VKSFX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
0.85%
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 |
|---|---|---|---|---|
| VKSFX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
10.37%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart