Virtus Real Financials
| PHRIX Fund | USD 21.83 0.13 0.60% |
Virtus |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Real Fund Summary
Virtus Real competes with Ishares Municipal, T Rowe, T Rowe, Federated Ohio, and Gamco Global. The fund normally invests at least 80 percent of its assets in publicly-traded REITs and companies that are principally engaged in the real estate industry. It offers exposure to the equity real estate investment trust market utilizing utilizing a quality and relative value style with a fundamental security analysis approach designed to identify the most attractive investment candidates.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92828R5524 |
| Business Address | 101 Munson Street |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Virtus Real Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Real's current stock value. Our valuation model uses many indicators to compare Virtus Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Real competition to find correlations between indicators driving Virtus Real's intrinsic value. More Info.Virtus Real Estate is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Virtus Real Estate is roughly 10.79 . 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 Real's earnings, one of the primary drivers of an investment's value.Virtus Real Estate Systematic Risk
Virtus Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Virtus Real Estate correlated with the market. If Beta is less than 0 Virtus Real generally moves in the opposite direction as compared to the market. If Virtus Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Real is generally in the same direction as the market. If Beta > 1 Virtus Real moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Real November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Real's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.852 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.56 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.28 |
Other Information on Investing in Virtus Mutual Fund
Virtus Real 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 Real security.
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