Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) | -7.55% | -10.82% | 2.66% | -0.18% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) | 03/13/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | -10.82 | 2.66 | -0.18 | NA | NA | NA | … | … | -7.55 | -4.29 | 9.19 | 23.75 | -23.82 | 19.62 | 33.51 | 39.03 | -9.49 |
| Sharpe Ratio | NA | -0.80 | 0.04 | -0.14 | NA | NA | NA | … | … | -1.03 | -0.38 | 0.37 | 1.21 | -0.94 | 1.24 | 0.95 | 2.58 | -0.78 |
| Standard Deviation(%) | NA | 15.49 | 16.69 | 19.10 | NA | NA | NA | … | … | 17.38 | 18.74 | 15.12 | 16.77 | 26.94 | 15.83 | 34.73 | 14.57 | 16.84 |
| Draw Down(%) | NA | 16.61 | 20.25 | 32.51 | NA | NA | NA | … | … | 14.32 | 17.88 | 7.78 | 14.06 | 31.11 | 7.30 | 35.61 | 6.43 | 21.54 |
| Yield(%) | 0.00 | 0.33 | 0.31 | 0.41 | 0.51 | 0.34 | 0.25 | … | … | 0.00 | 0.33 | 0.47 | 0.00 | 0.00 | 1.35 | 0.04 | 0.00 | 1.33 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) |
0.03%
Apr 2021 – Apr 2024 |
-0.32%
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 |
|---|---|---|---|---|
| VKSRX (VIRTUS KAR SMALL-MID CAP CORE FUND CLASS R6) |
30.46%
Dec 2018 – Dec 2021 |
15.92%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart