VMACX,DSCGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2012-12-20? to Mon 2025-08-11	YTD Return	TRR Price
VMACX ×	−0.98% 2025-08-11	4.773 TRR 2025-08-11
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	+1.46% 2025-08-11	2.724 TRR 2025-08-11
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Returns

Thu 2012-12-20? to Mon 2025-08-11	Overall Return	Exponential Trendline
VMACX ×	+201.19% +9.11%/yr	+9.35%/yr (R2=0.908)
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	+172.42% +8.25%/yr	+6.86%/yr (R2=0.860)
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Growth of $10,000

Thu 2012-12-20? to Mon 2025-08-11	Start Value	End Value
VMACX ×	$10,000.00 2012-12-20	$30,118.68 2025-08-11
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	$10,000.00 2012-12-20	$27,242.03 2025-08-11
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Annual Returns

Year	VMACX	DSCGX
2025 (YTD)	−0.98%	+1.46%
2024	+1.97%	+10.66%
2023	+18.39%	+17.33%
2022	−24.82%	−22.80%
2021	+16.75%	+17.77%
2020	+24.06%	+17.75%
2019	+28.04%	+23.35%
2018	−6.19%	−13.96%
2017	+22.07%	+13.84%
2016	+8.71%	+14.76%
2015	+1.44%	−2.31%
2014	+15.40%	+3.45%
2013	+24.51%	+40.54%
2012	+13.13%	+0.66%
2011	+0.47%	—
2010	+16.70%	—
2009	+18.97%	—

---

Drawdowns

Thu 2012-12-20? to Mon 2025-08-11	Current Drawdown	Worst Drawdown
VMACX ×	−11.76%	−33.87% 2020-03-23
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	−9.34%	−41.72% 2020-03-18
DFA - U.S. Small Cap Growth Port Mutual Fund