Virtus Dfa Financials
| VTARX Fund | USD 10.50 0.06 0.57% |
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 Dfa Fund Summary
Virtus Dfa competes with Versatile Bond, T Rowe, Ab Bond, Doubleline Total, and Ambrus Core. 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 |
| 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 Dfa Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Dfa's current stock value. Our valuation model uses many indicators to compare Virtus Dfa value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Dfa competition to find correlations between indicators driving Virtus Dfa's intrinsic value. More Info.Virtus Dfa 2040 is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 64.82 of Year To Date Return per Annual Yield. 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 Dfa's earnings, one of the primary drivers of an investment's value.Virtus Dfa 2040 Systematic Risk
Virtus Dfa's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Dfa 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.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Virtus Dfa 2040 correlated with the market. If Beta is less than 0 Virtus Dfa generally moves in the opposite direction as compared to the market. If Virtus Dfa Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Dfa 2040 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Dfa is generally in the same direction as the market. If Beta > 1 Virtus Dfa moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Dfa March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Dfa help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Dfa 2040. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Dfa 2040 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 Dfa's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 10.68 | |||
| Value At Risk | (1.22) | |||
| Potential Upside | 0.9416 |
Other Information on Investing in Virtus Mutual Fund
Virtus Dfa 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 Dfa security.
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