Virtus Bond Fund Manager Performance Evaluation
| SAVCX Fund | USD 9.92 0.01 0.10% |
The entity has a beta of 0.0865, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Bond is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Bond Fund are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Virtus Bond 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 | 28th of January 2025 | |
| Expense Ratio | 1.4500 |
Virtus |
Virtus Bond Relative Risk vs. Return Landscape
If you would invest 988.00 in Virtus Bond Fund on October 29, 2025 and sell it today you would earn a total of 4.00 from holding Virtus Bond Fund or generate 0.4% return on investment over 90 days. Virtus Bond Fund is currently producing 0.0069% returns and takes up 0.1619% volatility of returns over 90 trading days. Put another way, 1% 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 Bond Current Valuation
Fairly Valued
Today
Please note that Virtus Bond's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Virtus Bond Fund has a current Real Value of $9.91 per share. The regular price of the fund is $9.92. We determine the value of Virtus Bond Fund 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Bond'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 9.92 | Real 9.91 | Hype 9.92 | Naive 9.89 |
The intrinsic value of Virtus Bond'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 Bond'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 Bond Fund 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 Bond more accurately as focusing exclusively on Virtus Bond's fundamentals will not take into account other important factors: Virtus Bond Target Price Odds to finish over Current Price
The tendency of Virtus Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.92 | 90 days | 9.92 | about 20.72 |
Based on a normal probability distribution, the odds of Virtus Bond to move above the current price in 90 days from now is about 20.72 (This Virtus Bond Fund probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Virtus Bond has a beta of 0.0865. This usually implies as returns on the market go up, Virtus Bond average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Virtus Bond Fund will be expected to be much smaller as well. Additionally Virtus Bond Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Virtus Bond Price Density |
| Price |
Predictive Modules for Virtus Bond
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Virtus Bond Fund. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Virtus Bond's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Virtus Bond Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Virtus Bond is not an exception. The market had few large corrections towards the Virtus Bond's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Virtus Bond Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Virtus Bond within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.48 |
Virtus Bond Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Virtus Bond for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Virtus Bond Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 6.75% of its assets in bonds |
Virtus Bond Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Bond, and Virtus Bond 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 Sales | 28.00 X | |||
| Total Asset | 5.25 M | |||
About Virtus Bond Performance
Evaluating Virtus Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Bond 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 Bond 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 generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. Virtus Newfleet is traded on NASDAQ Exchange in the United States.Things to note about Virtus Bond Fund performance evaluation
Checking the ongoing alerts about Virtus Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Bond Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.75% of its assets in bonds |
- Analyzing Virtus Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Bond's mutual fund. These opinions can provide insight into Virtus Bond's potential for growth and whether the stock is currently undervalued or overvalued.
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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