Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSGX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) | -1.69% | -4.19% | 5.60% | 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 |
|---|---|---|
| VKSGX (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 (%) | 0.51 | -4.19 | 5.60 | NA | NA | NA | NA | … | … | -1.69 | -3.56 | 10.33 | 17.10 | -20.41 | 3.98 |
| Sharpe Ratio | NA | -0.46 | 0.19 | NA | NA | NA | NA | … | … | -0.50 | -0.35 | 0.45 | 0.80 | -0.93 | 0.68 |
| Standard Deviation(%) | NA | 14.16 | 16.07 | NA | NA | NA | NA | … | … | 14.68 | 18.27 | 14.88 | 16.92 | 23.65 | 14.41 |
| Draw Down(%) | NA | 11.34 | 20.83 | NA | NA | NA | NA | … | … | 11.34 | 17.51 | 8.85 | 15.21 | 25.41 | 8.22 |
| Yield(%) | 0.00 | 0.46 | 0.75 | 0.51 | 0.25 | 0.17 | 0.13 | … | … | 0.00 | 0.46 | 0.73 | 0.91 | 0.25 | 0.36 |
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 |
|---|---|---|---|---|
| VKSGX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
0.93%
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 |
|---|---|---|---|---|
| VKSGX (Virtus Equity Trust – Virtus KAR Small-Mid Cap Value Fund) |
10.48%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart