Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) -1.51% -6.01% 9.26% -1.28% 7.87% NA NA
Data as of 06/09/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
Name Start Date End Date
VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) 11/28/2014 06/09/2026
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 2017 2016 2015 2014
Annualized Return (%) -1.70 -6.01 9.26 -1.28 7.87 NA NA -1.51 14.34 4.20 22.44 -34.31 5.95 24.47 27.66 -6.67 28.67 21.16 -0.78 -2.42
Sharpe Ratio NA -0.71 0.45 -0.24 0.41 NA NA -0.48 0.83 0.05 1.42 -1.48 0.49 0.90 2.73 -0.77 4.38 1.75 -0.07 -3.19
Standard Deviation(%) NA 12.58 13.47 16.08 15.49 NA NA 15.60 13.88 12.04 13.37 24.27 12.02 26.88 9.60 10.54 6.43 11.96 11.11 7.69
Draw Down(%) NA 14.85 15.61 50.24 50.24 NA NA 13.49 11.77 8.54 15.61 46.21 12.39 37.28 6.79 17.71 2.47 11.30 18.49 4.40
Yield(%) 0.00 3.61 2.42 2.52 3.92 3.20 2.40 0.00 4.33 2.16 0.00 0.00 8.29 1.52 2.54 1.34 2.39 3.40 3.40 9.15
Data as of 06/09/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) -7.95%
Apr 2021 – Apr 2024
-2.12%
Sep 2017 – Sep 2022
7.14%
Feb 2015 – Feb 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VRISX (VIRTUS INTERNATIONAL SMALL-CAP FUND CLASS R6) 20.87%
Sep 2022 – Sep 2025
19.52%
Feb 2016 – Feb 2021
10.22%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return