Virtus Allianzgi Health Manager Performance
| AAAEXDelisted Fund | USD 31.24 0.00 0.00% |
The entity has a beta of -0.0294, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Allianzgi are expected to decrease at a much lower rate. During the bear market, Virtus Allianzgi is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Virtus Allianzgi Health has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Virtus Allianzgi is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreVirtus |
Virtus Allianzgi Relative Risk vs. Return Landscape
If you would invest 3,124 in Virtus Allianzgi Health on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Virtus Allianzgi Health or generate 0.0% return on investment over 90 days. Virtus Allianzgi Health is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Virtus Allianzgi Current Valuation
Overvalued
Today
Please note that Virtus Allianzgi's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Allianzgi Health has a current Real Value of $28.86 per share. The regular price of the fund is $31.24. We determine the value of Virtus Allianzgi Health from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Virtus Allianzgi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Allianzgi's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.24 | Real 28.86 | Hype 31.24 | Naive 30.82 |
The intrinsic value of Virtus Allianzgi's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Virtus Allianzgi's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Virtus Allianzgi Health helps investors to forecast how Virtus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Virtus Allianzgi more accurately as focusing exclusively on Virtus Allianzgi's fundamentals will not take into account other important factors: Virtus Allianzgi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Allianzgi's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Allianzgi Health, and traders can use it to determine the average amount a Virtus Allianzgi's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Virtus Allianzgi is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Virtus Allianzgi by adding Virtus Allianzgi to a well-diversified portfolio.
Virtus Allianzgi Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Allianzgi, and Virtus Allianzgi fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Mutual Fund performance.
| Total Asset | 195.35 M | |||
About Virtus Allianzgi Performance
Evaluating Virtus Allianzgi's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Allianzgi has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Allianzgi has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by normally investing at least 80 percent of its net assets in health sciences-related companies. Allianzgi Health is traded on NASDAQ Exchange in the United States.Things to note about Virtus Allianzgi Health performance evaluation
Checking the ongoing alerts about Virtus Allianzgi for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Allianzgi Health help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Allianzgi is not yet fully synchronised with the market data | |
| Virtus Allianzgi has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 96.91% of its assets under management (AUM) in equities |
- Analyzing Virtus Allianzgi's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Allianzgi's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Allianzgi's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Allianzgi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Allianzgi's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Allianzgi's mutual fund. These opinions can provide insight into Virtus Allianzgi's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Virtus Mutual Fund
If you are still planning to invest in Virtus Allianzgi Health check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Virtus Allianzgi's history and understand the potential risks before investing.
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