Virtus Tactical Financials
| NAINX Fund | USD 12.29 0.06 0.49% |
Virtus |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Tactical Fund Summary
Virtus Tactical competes with Virtus Multi, Virtus Multi, Ridgeworth Seix, Ridgeworth Innovative, and Ridgeworth Seix. The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. equity securities and 35 percent to 60 percent invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested in all sectors of fixed income securities, including high-yield, bank loans, mortgage-backed and asset-backed, government, corporate, and municipal debt obligations.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92828N7912 |
| Business Address | Virtus Equity Trust |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Virtus Tactical Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Tactical's current stock value. Our valuation model uses many indicators to compare Virtus Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Tactical competition to find correlations between indicators driving Virtus Tactical's intrinsic value. More Info.Virtus Tactical Allocation is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Virtus Tactical Allocation is roughly 6.34 . 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 Tactical's earnings, one of the primary drivers of an investment's value.Virtus Tactical Allo Systematic Risk
Virtus Tactical's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Tactical volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Virtus Tactical Allo correlated with the market. If Beta is less than 0 Virtus Tactical generally moves in the opposite direction as compared to the market. If Virtus Tactical Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Tactical Allo is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Tactical is generally in the same direction as the market. If Beta > 1 Virtus Tactical moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Tactical December 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Tactical help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Tactical Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Tactical Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Tactical's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5006 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 2.36 | |||
| Value At Risk | (0.59) | |||
| Potential Upside | 0.9091 |
Other Information on Investing in Virtus Mutual Fund
Virtus Tactical 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 Tactical security.
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