Virtus Duff Phelps Etf Profile
| VCLN Etf | USD 18.47 0.27 1.48% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Virtus Duff is selling at 18.47 as of the 30th of November 2024; that is 1.48 percent increase since the beginning of the trading day. The etf's open price was 18.2. Virtus Duff has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Virtus Duff Phelps are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the fund will invest not less than 80 percent of its net assets in equity securities of clean energy companies. Virtus Duff is traded on NYSEARCA Exchange in the United States. More on Virtus Duff Phelps
Moving together with Virtus Etf
| 0.89 | ICLN | iShares Global Clean | PairCorr |
| 0.87 | TAN | Invesco Solar ETF | PairCorr |
| 0.68 | QCLN | First Trust NASDAQ | PairCorr |
Moving against Virtus Etf
Virtus Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Energy, Miscellaneous Sector, Virtus (View all Sectors) |
| Issuer | Virtus |
| Inception Date | 2021-08-03 |
| Entity Type | Regulated Investment Company |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Virtus ETF Solutions, LLC |
| Advisor | Virtus ETF Advisers LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | VP Distributors, LLC |
| Portfolio Manager | Benjamin Bielawski, Eric Fogarty |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 52.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.66 |
| Management Fee | 0.66 |
| Country Name | USA |
| Returns Y T D | 2.02 |
| Name | Virtus Duff Phelps Clean Energy ETF |
| Currency Code | USD |
| Open Figi | BBG011YX17V5 |
| In Threey Volatility | 27.85 |
| 1y Volatility | 28.16 |
| 200 Day M A | 18.1437 |
| 50 Day M A | 18.5174 |
| Code | VCLN |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.5) |
| Type | ETF |
Virtus Duff Phelps [VCLN] is traded in USA and was established 2021-08-03. The fund is listed under Miscellaneous Sector category and is part of Virtus family. The entity is thematically classified as Strategy ETFs. Virtus Duff Phelps at this time have 3.2 M in net assets. , while the total return for the last 3 years was -10.3%.
Check Virtus Duff Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Duff Phelps Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Virtus Duff Phelps Currency Exposure
Virtus Duff Phelps holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Virtus Duff will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Virtus Duff Phelps.
Top Virtus Duff Phelps Etf Constituents
| CEG | Constellation Energy Corp | Stock | Utilities | |
| SO | Southern Company | Stock | Utilities | |
| GEV | GE Vernova LLC | Stock | Utilities | |
| PLUG | Plug Power | Stock | Industrials | |
| EDPR | EDP Renovaveis | Stock | Utilities | |
| CMIG4 | Companhia Energtica de | Preferred Stock | Utilities | |
| IFX | Infineon Technologies AG | Stock | Information Technology | |
| HUBB | Hubbell | Stock | Industrials |
Virtus Duff Phelps Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Duff. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | 0.4544 |
Virtus Duff Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Virtus Duff Phelps. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of Virtus Duff Phelps is measured differently than its book value, which is the value of Virtus that is recorded on the company's balance sheet. Investors also form their own opinion of Virtus Duff's value that differs from its market value or its book value, called intrinsic value, which is Virtus Duff's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Virtus Duff's market value can be influenced by many factors that don't directly affect Virtus Duff's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Virtus Duff's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Duff is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Duff's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.