Virtus Global Multi Sector Fund Manager Performance Evaluation
| XVGIX Fund | USD 8.34 0.01 0.12% |
The entity has a beta of 0.0267, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Virtus Global Multi Sector has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Virtus Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.7400 |
Virtus |
Virtus Global Relative Risk vs. Return Landscape
If you would invest 866.00 in Virtus Global Multi Sector on October 6, 2024 and sell it today you would lose (32.00) from holding Virtus Global Multi Sector or give up 3.7% of portfolio value over 90 days. Virtus Global Multi Sector is currently producing negative expected returns and takes up 0.3672% volatility of returns over 90 trading days. Put another way, 3% 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 Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Global Multi Sector, and traders can use it to determine the average amount a Virtus Global'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 = -0.1609
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XVGIX |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.06 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 Global 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 Global by adding Virtus Global to a well-diversified portfolio.
Virtus Global Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Global, and Virtus Global 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.
About Virtus Global Performance
Evaluating Virtus Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Global 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 Global 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.
Virtus Global is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Virtus Global Multi performance evaluation
Checking the ongoing alerts about Virtus Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Global Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Global Multi generated a negative expected return over the last 90 days |
- Analyzing Virtus Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Global's mutual fund. These opinions can provide insight into Virtus Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Global 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 Global security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |