Virtus Kar Small Cap Fund Manager Performance Evaluation
| PQSAX Fund | USD 28.45 0.03 0.11% |
The entity has a beta of 0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Kar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Kar is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Kar Small Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Virtus Kar showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 8th of May 2023 | |
| Expense Ratio | 1.2200 |
Virtus |
Virtus Kar Relative Risk vs. Return Landscape
If you would invest 2,484 in Virtus Kar Small Cap on September 12, 2024 and sell it today you would earn a total of 361.00 from holding Virtus Kar Small Cap or generate 14.53% return on investment over 90 days. Virtus Kar Small Cap is currently producing 0.2176% returns and takes up 1.0495% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Virtus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Kar Current Valuation
Overvalued
Today
Please note that Virtus Kar's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Kar Small has a current Real Value of $26.84 per share. The regular price of the fund is $28.45. We determine the value of Virtus Kar Small 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 Kar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Kar'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 28.45 | Real 26.84 | Hype 28.45 | Naive 27.96 |
The intrinsic value of Virtus Kar'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 Kar'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 Kar Small Cap 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 Kar more accurately as focusing exclusively on Virtus Kar's fundamentals will not take into account other important factors: Virtus Kar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Kar's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Kar Small Cap, and traders can use it to determine the average amount a Virtus Kar'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 = 0.2073
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | PQSAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Virtus Kar is performing at about 16% 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 Kar by adding it to a well-diversified portfolio.
Virtus Kar Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Kar, and Virtus Kar 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 | 21.83 X | |||
| Price To Book | 3.84 X | |||
| Price To Sales | 1.92 X | |||
| Total Asset | 91.85 M | |||
About Virtus Kar Performance
Evaluating Virtus Kar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Kar 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 Kar 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the funds subadviser to be undervalued relative to their future growth potential.Things to note about Virtus Kar Small performance evaluation
Checking the ongoing alerts about Virtus Kar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Kar Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Kar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Kar's mutual fund performance include:- Analyzing Virtus Kar'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 Kar's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Kar'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 Kar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Kar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Kar's mutual fund. These opinions can provide insight into Virtus Kar's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |