Virtus Bond Financials
| SAVCX Fund | USD 9.79 0.01 0.10% |
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 Bond Fund Summary
Virtus Bond competes with Virtus Multi, Virtus Multi-sector, Ridgeworth Seix, Ridgeworth Innovative, and Ridgeworth Seix. 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.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | 101 Munson Street |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Virtus Bond Key Financial Ratios
Virtus Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Virtus Bond competition to find correlations between indicators driving Virtus Bond's intrinsic value. More Info.Virtus Bond Fund is rated top fund in price to sales among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Price To Sales to Annual Yield for Virtus Bond Fund is about 6,364 . 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 Bond Fund Systematic Risk
Virtus Bond's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Bond 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Virtus Bond Fund correlated with the market. If Beta is less than 0 Virtus Bond generally moves in the opposite direction as compared to the market. If Virtus Bond Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Bond Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Bond is generally in the same direction as the market. If Beta > 1 Virtus Bond moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Bond November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Bond help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Bond Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Bond Fund 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 Bond's daily price indicators and compare them against related drivers.
| Information Ratio | (0.58) | |||
| Maximum Drawdown | 1.12 | |||
| Value At Risk | (0.51) | |||
| Potential Upside | 0.4032 |
Other Information on Investing in Virtus Mutual Fund
Virtus Bond 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 Bond security.
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