Virtus Foreign Opportunities Manager Performance
| JVXIXDelisted Fund | USD 26.90 0.00 0.00% |
The entity has a beta of -0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Foreign are expected to decrease at a much lower rate. During the bear market, Virtus Foreign is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Virtus Foreign Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Virtus Foreign is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.0700 |
Virtus |
Virtus Foreign Relative Risk vs. Return Landscape
If you would invest 2,690 in Virtus Foreign Opportunities on October 10, 2024 and sell it today you would earn a total of 0.00 from holding Virtus Foreign Opportunities or generate 0.0% return on investment over 90 days. Virtus Foreign Opportunities is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Foreign Current Valuation
Overvalued
Today
Please note that Virtus Foreign's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Foreign Oppor has a current Real Value of $24.59 per share. The regular price of the fund is $26.9. We determine the value of Virtus Foreign Oppor from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Virtus Foreign is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Foreign's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 26.9 | Real 24.59 | Hype 26.9 | Naive 26.83 |
The intrinsic value of Virtus Foreign's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Virtus Foreign's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Virtus Foreign Opportunities helps investors to forecast how Virtus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Virtus Foreign more accurately as focusing exclusively on Virtus Foreign's fundamentals will not take into account other important factors: Virtus Foreign Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Foreign's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Foreign Opportunities, and traders can use it to determine the average amount a Virtus Foreign's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| JVXIX |
Based on monthly moving average Virtus Foreign is not performing at its full potential. However, 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 Foreign by adding Virtus Foreign to a well-diversified portfolio.
Virtus Foreign Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Foreign, and Virtus Foreign fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Mutual Fund performance.
| Price To Earning | 23.44 X | |||
| Price To Book | 4.74 X | |||
| Price To Sales | 3.18 X | |||
| Total Asset | 499.54 M | |||
About Virtus Foreign Performance
Evaluating Virtus Foreign's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Foreign has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Foreign has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
This fund seeks to provide investors with access to high-quality international companies. Virtus Vontobel is traded on NASDAQ Exchange in the United States.Things to note about Virtus Foreign Oppor performance evaluation
Checking the ongoing alerts about Virtus Foreign for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Foreign Oppor help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Foreign Oppor is not yet fully synchronised with the market data | |
| Virtus Foreign Oppor has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 96.46% of its assets under management (AUM) in equities |
- Analyzing Virtus Foreign's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Foreign's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Foreign's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Foreign's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Foreign's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Foreign's mutual fund. These opinions can provide insight into Virtus Foreign's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Virtus Mutual Fund
If you are still planning to invest in Virtus Foreign Oppor check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Virtus Foreign's history and understand the potential risks before investing.
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