Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) | -8.41% | -23.56% | -5.48% | -7.04% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) | 01/31/2018 | 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 (%) | 1.51 | -23.56 | -5.48 | -7.04 | NA | NA | NA | … | … | -8.41 | -22.88 | 9.45 | 20.41 | -29.98 | 4.55 | 43.62 | 40.39 | 1.86 |
| Sharpe Ratio | NA | -1.45 | -0.43 | -0.44 | NA | NA | NA | … | … | -1.20 | -1.20 | 0.31 | 0.92 | -1.01 | 0.23 | 1.28 | 2.53 | 0.04 |
| Standard Deviation(%) | NA | 18.60 | 19.36 | 22.09 | NA | NA | NA | … | … | 19.35 | 21.62 | 18.51 | 18.42 | 31.12 | 19.49 | 33.71 | 15.41 | 16.92 |
| Draw Down(%) | NA | 28.33 | 39.64 | 42.19 | NA | NA | NA | … | … | 19.44 | 26.42 | 10.19 | 15.23 | 32.31 | 16.48 | 32.45 | 8.07 | 19.00 |
| Yield(%) | 0.00 | 26.85 | 13.93 | 9.67 | 10.75 | 7.16 | 5.37 | … | … | 0.00 | 25.05 | 10.39 | 5.98 | 10.37 | 13.13 | 12.44 | 2.13 | 2.30 |
Data as of 06/10/2026, Common starting date is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) |
-6.96%
Mar 2023 – Mar 2026 |
-7.36%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRSGX (VIRTUS KAR SMALL-CAP GROWTH FUND CLASS R6) |
29.31%
Feb 2018 – Feb 2021 |
12.19%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart