Virtus Dfa 2040 Fund Price on May 21, 2024
| VTARX Fund | USD 12.25 0.07 0.57% |
Below is the normalized historical share price chart for Virtus Dfa 2040 extending back to October 20, 2020. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Virtus Dfa stands at 12.25, as last reported on the 11th of December 2024, with the highest price reaching 12.25 and the lowest price hitting 12.25 during the day.
If you're considering investing in Virtus Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Virtus Mutual Fund to be very steady. Virtus Dfa 2040 owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Virtus Dfa 2040, which you can use to evaluate the volatility of the fund. Please validate Virtus Dfa's Coefficient Of Variation of 534.51, semi deviation of 0.297, and Risk Adjusted Performance of 0.1302 to confirm if the risk estimate we provide is consistent with the expected return of 0.0728%.
Virtus Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Virtus |
Sharpe Ratio = 0.1495
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Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Virtus Dfa is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Virtus Dfa by adding it to a well-diversified portfolio.
Virtus Dfa Valuation on May 21, 2024
It is possible to determine the worth of Virtus Dfa on a given historical date. On May 21, 2024 Virtus was worth 11.08 at the beginning of the trading date compared to the closed value of 11.08. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Virtus Dfa mutual fund. Still, in general, we apply an absolute valuation method to find Virtus Dfa's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Virtus Dfa where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Virtus Dfa's related companies.
| Open | High | Low | Close | Volume | |
| 11.11 | 11.11 | 11.11 | 11.11 | 1.00 | |
05/21/2024 | 11.08 | 11.08 | 11.08 | 11.08 | 1.00 |
| 11.06 | 11.06 | 11.06 | 11.06 | 1.00 |
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Virtus Dfa Trading Date Momentum on May 21, 2024
| On May 22 2024 Virtus Dfa 2040 was traded for 11.06 at the closing time. The highest daily price throughout the period was 11.06 and the lowest price was 11.06 . There was no trading activity during the period 1.0. Lack of trading volume on 05/22/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.18% . The trading price change to current closing price is 0.99% . |
Virtus Dfa 2040 Fundamentals Correlations and Trends
By evaluating Virtus Dfa's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Virtus Dfa's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Virtus financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Virtus Dfa Mutual Fund history
Virtus Dfa investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Virtus is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Virtus Dfa 2040 will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Virtus Dfa stock prices may prove useful in developing a viable investing in Virtus Dfa
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.
Virtus Dfa Mutual Fund Technical Analysis
Virtus Dfa technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Virtus Dfa Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Virtus Dfa 2040 cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Virtus Dfa December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Virtus Dfa mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Virtus Dfa shares will generate the highest return on investment. By undertsting and applying Virtus Dfa mutual fund market strength indicators, traders can identify Virtus Dfa 2040 entry and exit signals to maximize returns
Virtus Dfa Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Virtus Dfa's price direction in advance. Along with the technical and fundamental analysis of Virtus Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Virtus to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1302 | |||
| Jensen Alpha | 0.0286 | |||
| Total Risk Alpha | 0.0038 | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.1777 |
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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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