Virtus Bond Bond Positions Weight vs. Annual Yield
| SAVYX Fund | USD 10.32 0.01 0.1% |
For Virtus Bond profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Bond to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Bond's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Bond Fund over time as well as its relative position and ranking within its peers.
Virtus |
Virtus Bond Fund Annual Yield vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Bond's current stock value. Our valuation model uses many indicators to compare Virtus Bond value to that of its competitors to determine the firm's financial worth. Virtus Bond Fund is rated top fund in bond positions weight among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Bond Positions Weight to Annual Yield for Virtus Bond Fund is about 8,586 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Bond's earnings, one of the primary drivers of an investment's value.Virtus Annual Yield vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Virtus Bond |
| = | 97.88 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Virtus Bond |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Virtus Annual Yield Comparison
Virtus Bond is currently under evaluation in annual yield among similar funds.
Virtus Bond Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Bond, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Bond will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Bond's change in net profit over the period of time. It can combine multiple indicators of Virtus Bond, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. It seeks to achieve its objective by applying a time-tested approach of active sector rotation, extensive credit research and disciplined risk management designed to capitalize on opportunities across undervalued areas of the fixed income markets.
Virtus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Virtus Bond. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Virtus Bond position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Virtus Bond's important profitability drivers and their relationship over time.
Use Virtus Bond in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Virtus Bond position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Virtus Bond will appreciate offsetting losses from the drop in the long position's value.Virtus Bond Pair Trading
Virtus Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Virtus Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Virtus Bond when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Virtus Bond - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Virtus Bond Fund to buy it.
The correlation of Virtus Bond is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Virtus Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Virtus Bond Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Virtus Bond can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Virtus Bond position
In addition to having Virtus Bond in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Macroaxis Picks Thematic Idea Now
Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 50 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Picks Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Virtus Mutual Fund
To fully project Virtus Bond's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Virtus Bond Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Virtus Bond's income statement, its balance sheet, and the statement of cash flows.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |