Virtus Real Estate Fund Manager Performance Evaluation
| PHRIX Fund | USD 21.83 0.13 0.60% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Real is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Real Estate are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Virtus Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.1200 |
Virtus |
Virtus Real Relative Risk vs. Return Landscape
If you would invest 2,056 in Virtus Real Estate on September 3, 2024 and sell it today you would earn a total of 127.00 from holding Virtus Real Estate or generate 6.18% return on investment over 90 days. Virtus Real Estate is currently producing 0.0971% returns and takes up 0.8289% volatility of returns over 90 trading days. Put another way, 7% 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 |
| Risk |
Virtus Real Current Valuation
Fairly Valued
Today
Please note that Virtus Real's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Virtus Real Estate has a current Real Value of $21.66 per share. The regular price of the fund is $21.83. We determine the value of Virtus Real Estate 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Real'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 21.83 | Real 21.66 | Hype 21.83 | Naive 22.49 |
The intrinsic value of Virtus Real'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 Real'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 Real Estate 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 Real more accurately as focusing exclusively on Virtus Real's fundamentals will not take into account other important factors: Virtus Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Real Estate, and traders can use it to determine the average amount a Virtus Real'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 = 0.1171
| Best Portfolio | Best Equity | |||
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| Cash | PHRIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Virtus Real is performing at about 9% of its full potential. 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 Real by adding it to a well-diversified portfolio.
Virtus Real Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Real, and Virtus Real 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.
| Price To Earning | 32.15 X | |||
| Price To Book | 2.98 X | |||
| Price To Sales | 8.45 X | |||
| Total Asset | 172.65 M | |||
About Virtus Real Performance
Evaluating Virtus Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Real 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 Real 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 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.Things to note about Virtus Real Estate performance evaluation
Checking the ongoing alerts about Virtus Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Real's mutual fund performance include:- Analyzing Virtus Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Real's mutual fund. These opinions can provide insight into Virtus Real's potential for growth and whether the stock is currently undervalued or overvalued.
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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