Virtus Ceredex Five Year Return vs. Cash Position Weight
| VVERX Fund | USD 8.76 0.04 0.45% |
For Virtus Ceredex profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Ceredex to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Ceredex Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Ceredex's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Ceredex Small Cap over time as well as its relative position and ranking within its peers.
Virtus |
Virtus Ceredex Small Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Ceredex's current stock value. Our valuation model uses many indicators to compare Virtus Ceredex value to that of its competitors to determine the firm's financial worth. Virtus Ceredex Small Cap is presently regarded as number one fund in five year return among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.15 of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Virtus Ceredex Small Cap is roughly 6.77 . 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 Ceredex's earnings, one of the primary drivers of an investment's value.Virtus Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Virtus Ceredex |
| = | 9.28 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Virtus Ceredex |
| = | 1.37 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Virtus Cash Position Weight Comparison
Virtus Ceredex is currently under evaluation in cash position weight among similar funds.
Virtus Ceredex Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Ceredex, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Ceredex will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Ceredex's change in net profit over the period of time. It can combine multiple indicators of Virtus Ceredex, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S.-traded equity securities of small-capitalization companies. U.S.-traded equity securities may include American Depositary Receipts . The subadviser considers small-capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations generally within the range of companies included in the Russell 2000 Index on a rolling three-year basis.
Virtus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Virtus Ceredex. 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 Ceredex 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 Ceredex's important profitability drivers and their relationship over time.
Use Virtus Ceredex 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 Ceredex 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 Ceredex will appreciate offsetting losses from the drop in the long position's value.Virtus Ceredex Pair Trading
Virtus Ceredex Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Virtus Ceredex 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 Ceredex 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 Ceredex - 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 Ceredex Small Cap to buy it.
The correlation of Virtus Ceredex 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 Ceredex moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Virtus Ceredex Small 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 Ceredex 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 Ceredex position
In addition to having Virtus Ceredex 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?
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Large Growth Funds
Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. The Large Growth Funds theme has 39 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 Large Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in Virtus Mutual Fund
To fully project Virtus Ceredex's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Virtus Ceredex Small 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 Ceredex's income statement, its balance sheet, and the statement of cash flows.
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