Virtus Kar Capital Fund Manager Performance Evaluation
| PSTAX Fund | USD 18.76 0.42 2.29% |
The entity has a beta of 0.87, which indicates possible diversification benefits within a given portfolio. Virtus Kar returns are very sensitive to returns on the market. As the market goes up or down, Virtus Kar is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Virtus Kar Capital has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 8th of May 2023 |
Virtus |
Virtus Kar Relative Risk vs. Return Landscape
If you would invest 2,385 in Virtus Kar Capital on December 16, 2024 and sell it today you would lose (509.00) from holding Virtus Kar Capital or give up 21.34% of portfolio value over 90 days. Virtus Kar Capital is currently producing negative expected returns and takes up 2.2902% volatility of returns over 90 trading days. Put another way, 20% 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 Kar Current Valuation
Undervalued
Today
Please note that Virtus Kar's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Virtus Kar Capital has a current Real Value of $19.34 per share. The regular price of the fund is $18.76. We determine the value of Virtus Kar Capital 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 Kar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Kar'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 18.76 | Real 19.34 | Hype 18.76 | Naive 18.13 |
The intrinsic value of Virtus Kar'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 Kar'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 Kar Capital 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 Kar more accurately as focusing exclusively on Virtus Kar's fundamentals will not take into account other important factors: Virtus Kar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Kar's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Kar Capital, and traders can use it to determine the average amount a Virtus Kar'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 = -0.1593
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PSTAX |
Estimated Market Risk
| 2.29 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.36 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Virtus Kar 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 Kar by adding Virtus Kar to a well-diversified portfolio.
Virtus Kar Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Kar, and Virtus Kar 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 | 29.34 X | ||||
| Price To Book | 6.16 X | ||||
| Price To Sales | 3.96 X | ||||
| Total Asset | 517.18 M | ||||
About Virtus Kar Performance
Evaluating Virtus Kar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Kar 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 Kar 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.
Under normal circumstances, the fund invests at least 65 percent of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.Things to note about Virtus Kar Capital performance evaluation
Checking the ongoing alerts about Virtus Kar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Kar Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Kar Capital generated a negative expected return over the last 90 days | |
| The fund maintains 98.1% of its assets in stocks |
- Analyzing Virtus Kar'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 Kar's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Kar'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 Kar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Kar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Kar's mutual fund. These opinions can provide insight into Virtus Kar's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Kar 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 Kar security.
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