Virtus Nfj Large Cap Fund Manager Performance Evaluation
| VAAGX Fund | USD 28.01 0.01 0.04% |
The entity has a beta of -0.0144, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Nfj are expected to decrease at a much lower rate. During the bear market, Virtus Nfj is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Virtus Nfj Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreVirtus |
Virtus Nfj Relative Risk vs. Return Landscape
If you would invest 2,977 in Virtus Nfj Large Cap on November 28, 2024 and sell it today you would lose (175.00) from holding Virtus Nfj Large Cap or give up 5.88% of portfolio value over 90 days. Virtus Nfj Large Cap is currently producing negative expected returns and takes up 0.7588% volatility of returns over 90 trading days. Put another way, 6% 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 Nfj Current Valuation
Fairly Valued
Today
Please note that Virtus Nfj's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Virtus Nfj Large has a current Real Value of $28.1 per share. The regular price of the fund is $28.01. We determine the value of Virtus Nfj Large 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 Nfj is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Nfj'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 28.01 | Real 28.1 | Hype 28.02 | Naive 28.25 |
The intrinsic value of Virtus Nfj'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 Nfj'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 Nfj Large Cap 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 Nfj more accurately as focusing exclusively on Virtus Nfj's fundamentals will not take into account other important factors: Virtus Nfj Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Nfj's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Nfj Large Cap, and traders can use it to determine the average amount a Virtus Nfj'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 = -0.1338
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VAAGX |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Virtus Nfj 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 Nfj by adding Virtus Nfj to a well-diversified portfolio.
Virtus Nfj Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Nfj, and Virtus Nfj 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.
| Total Asset | 322.55 M | ||||
About Virtus Nfj Performance
Evaluating Virtus Nfj's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Nfj 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 Nfj 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 investment seeks long-term growth of capital and income. Virtus Nfj is traded on NASDAQ Exchange in the United States.Things to note about Virtus Nfj Large performance evaluation
Checking the ongoing alerts about Virtus Nfj for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Nfj Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Nfj Large generated a negative expected return over the last 90 days | |
| The fund keeps 98.76% of its net assets in stocks |
- Analyzing Virtus Nfj'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 Nfj's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Nfj'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 Nfj's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Nfj's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Nfj's mutual fund. These opinions can provide insight into Virtus Nfj's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Nfj 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 Nfj security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |