Virtus Kar Financial Statements From 2010 to 2024
| VRSGX Fund | USD 34.00 0.10 0.29% |
Check Virtus Kar financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Virtus Kar's main balance sheet or income statement drivers, such as , as well as many indicators such as . Virtus financial statements analysis is a perfect complement when working with Virtus Kar Valuation or Volatility modules.
Virtus |
Virtus Kar Small Cap Mutual Fund Year To Date Return Analysis
Virtus Kar's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Virtus Kar Year To Date Return | 17.18 % |
Most of Virtus Kar's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Kar Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
As per the company's disclosures, Virtus Kar Small Cap has a Year To Date Return of 17.1796%. This is much higher than that of the Virtus family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Virtus Kar Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Kar's current stock value. Our valuation model uses many indicators to compare Virtus Kar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Kar competition to find correlations between indicators driving Virtus Kar's intrinsic value. More Info.Virtus Kar Small Cap is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.27 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Kar's earnings, one of the primary drivers of an investment's value.About Virtus Kar Financial Statements
Virtus Kar investors use historical fundamental indicators, such as Virtus Kar's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Virtus Kar. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the funds subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |