Virtus Emerging Markets Fund Manager Performance Evaluation
| PICEX Fund | USD 6.58 0.02 0.30% |
The entity has a beta of 0.33, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Emerging is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Emerging Markets are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Virtus Emerging 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 |
Virtus |
Virtus Emerging Relative Risk vs. Return Landscape
If you would invest 636.00 in Virtus Emerging Markets on December 21, 2024 and sell it today you would earn a total of 22.00 from holding Virtus Emerging Markets or generate 3.46% return on investment over 90 days. Virtus Emerging Markets is currently producing 0.0599% returns and takes up 0.8078% volatility of returns over 90 trading days. Put another way, 7% 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 Emerging Current Valuation
Fairly Valued
Today
Please note that Virtus Emerging's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Virtus Emerging Markets has a current Real Value of $6.53 per share. The regular price of the fund is $6.58. We determine the value of Virtus Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Emerging'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 6.58 | Real 6.53 | Hype 6.58 | Naive 6.73 |
The intrinsic value of Virtus Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Virtus Emerging's fundamentals will not take into account other important factors: Virtus Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Emerging Markets, and traders can use it to determine the average amount a Virtus Emerging'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 = 0.0742
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| Cash | PICEX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Virtus Emerging is performing at about 5% 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 Emerging by adding it to a well-diversified portfolio.
Virtus Emerging Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Emerging, and Virtus Emerging 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 | 23.06 X | ||||
| Price To Book | 4.29 X | ||||
| Price To Sales | 3.54 X | ||||
| Total Asset | 20.76 M | ||||
About Virtus Emerging Performance
Evaluating Virtus Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Emerging 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 Emerging 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.
The fund offers investors exposure to emerging economies through well-established companies. Virtus Vontobel is traded on NASDAQ Exchange in the United States.Things to note about Virtus Emerging Markets performance evaluation
Checking the ongoing alerts about Virtus Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Emerging Markets generated five year return of -2.0% | |
| This fund maintains 97.72% of its assets in stocks |
- Analyzing Virtus Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Emerging's mutual fund. These opinions can provide insight into Virtus Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Emerging 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 Emerging security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |