Virtus Westchester Financials
| WCFRX Fund | USD 11.51 0.02 0.17% |
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 Westchester Fund Summary
Virtus Westchester competes with Mesirow Financial, Rmb Mendon, Prudential Financial, Fidelity Advisor, and Davis Financial. The fund will invest principally in fixed income investments and other investments related to specific events or catalysts that the Adviser expects will cause material credit events or similar situations, such as capital structure arbitrage, mergers and acquisitions, spin-offs, credit restructurings, IPOs of debt, re-financings, debt maturities, asset monetizations, and other restructurings. WCM Alternatives is traded on NASDAQ Exchange in the United States.Specialization | Nontraditional Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Westchester Capital Funds |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 343 8959 |
| Currency | USD - US Dollar |
Virtus Westchester Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Westchester's current stock value. Our valuation model uses many indicators to compare Virtus Westchester value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Westchester competition to find correlations between indicators driving Virtus Westchester's intrinsic value. More Info.Virtus Westchester Credit 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 26.92 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 Westchester's earnings, one of the primary drivers of an investment's value.Virtus Westchester Credit Systematic Risk
Virtus Westchester's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Westchester 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 Westchester Credit correlated with the market. If Beta is less than 0 Virtus Westchester generally moves in the opposite direction as compared to the market. If Virtus Westchester Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Westchester Credit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Westchester is generally in the same direction as the market. If Beta > 1 Virtus Westchester moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Westchester March 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Westchester help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Westchester Credit. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Westchester Credit 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 Westchester's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1292 | |||
| Information Ratio | 0.104 | |||
| Maximum Drawdown | 0.437 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1744 |
Other Information on Investing in Virtus Mutual Fund
Virtus Westchester 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 Westchester security.
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