Virtus Kar Financials
| VKSDX Fund | USD 9.83 0.05 0.51% |
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 Kar Fund Summary
Virtus Kar competes with Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid-cap, Vanguard Mid-cap, and Vanguard Extended. The Advisor pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap value markets. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and American Depositary Receipts , European Depositary Receipts and Global Depositary Receipts . Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small and medium market capitalization companies.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Virtus Equity Trust |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Kar's current stock value. Our valuation model uses many indicators to compare Virtus Kar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Kar competition to find correlations between indicators driving Virtus Kar's intrinsic value. More Info.Virtus Kar Small Mid is rated below average in annual yield among similar funds. It also is rated below average in net asset among similar funds making up about 1,750,924,054 of Net Asset per Annual Yield. 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 Kar's earnings, one of the primary drivers of an investment's value.Virtus Kar Small Systematic Risk
Virtus Kar's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Kar 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Virtus Kar Small correlated with the market. If Beta is less than 0 Virtus Kar generally moves in the opposite direction as compared to the market. If Virtus Kar Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Kar Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Kar is generally in the same direction as the market. If Beta > 1 Virtus Kar moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Kar March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Kar help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Kar Small Mid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Kar Small Mid 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 Kar's daily price indicators and compare them against related drivers.
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 1.34 |
Other Information on Investing in Virtus Mutual Fund
Virtus Kar 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 Kar security.
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