Virtus Duff Phelps Etf Performance
| VCLN Etf | USD 16.99 0.32 1.85% |
The entity has a beta of -0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Duff are expected to decrease at a much lower rate. During the bear market, Virtus Duff is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Virtus Duff Phelps has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy essential indicators, Virtus Duff is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.42 |
Virtus |
Virtus Duff Relative Risk vs. Return Landscape
If you would invest 1,697 in Virtus Duff Phelps on December 22, 2024 and sell it today you would earn a total of 1.90 from holding Virtus Duff Phelps or generate 0.11% return on investment over 90 days. Virtus Duff Phelps is currently generating 0.0087% in daily expected returns and assumes 1.1794% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Virtus, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Virtus Duff Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Duff's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Virtus Duff Phelps, and traders can use it to determine the average amount a Virtus Duff'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 = 0.0074
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VCLN |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Virtus Duff 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 Duff by adding Virtus Duff to a well-diversified portfolio.
Virtus Duff Fundamentals Growth
Virtus Etf prices reflect investors' perceptions of the future prospects and financial health of Virtus Duff, and Virtus Duff 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 Etf performance.
| Total Asset | 3.2 M | |||
About Virtus Duff Performance
By examining Virtus Duff's fundamental ratios, stakeholders can obtain critical insights into Virtus Duff's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Virtus Duff is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Under normal market conditions, the fund will invest not less than 80 percent of its net assets in equity securities of clean energy companies. Virtus Duff is traded on NYSEARCA Exchange in the United States.| The fund created three year return of -8.0% | |
| Virtus Duff Phelps keeps 96.1% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Virtus Duff Phelps. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of Virtus Duff Phelps is measured differently than its book value, which is the value of Virtus that is recorded on the company's balance sheet. Investors also form their own opinion of Virtus Duff's value that differs from its market value or its book value, called intrinsic value, which is Virtus Duff's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Virtus Duff's market value can be influenced by many factors that don't directly affect Virtus Duff's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Virtus Duff's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Duff is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Duff's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.