Virtus Convertible Fund Manager Performance Evaluation
| VAADX Fund | USD 40.42 0.02 0.05% |
The entity has a beta of 0.76, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Convertible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Convertible is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Convertible are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Virtus Convertible showed solid returns over the last few months and may actually be approaching a breakup point.
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Virtus |
Virtus Convertible Relative Risk vs. Return Landscape
If you would invest 3,503 in Virtus Convertible on October 30, 2025 and sell it today you would earn a total of 539.00 from holding Virtus Convertible or generate 15.39% return on investment over 90 days. Virtus Convertible is currently producing 0.2529% returns and takes up 1.7446% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Virtus, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Convertible Current Valuation
Undervalued
Today
Please note that Virtus Convertible's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Virtus Convertible has a current Real Value of $43.05 per share. The regular price of the fund is $40.42. We determine the value of Virtus Convertible 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 Convertible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Convertible'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 40.42 | Real 43.05 | Hype 40.36 | Naive 40.37 |
The intrinsic value of Virtus Convertible'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 Convertible'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 Convertible 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 Convertible more accurately as focusing exclusively on Virtus Convertible's fundamentals will not take into account other important factors: Virtus Convertible 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 |
| 40.42 | 90 days | 40.42 | about 7.05 |
Based on a normal probability distribution, the odds of Virtus Convertible to move above the current price in 90 days from now is about 7.05 (This Virtus Convertible 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 Convertible has a beta of 0.76. This entails as returns on the market go up, Virtus Convertible average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Virtus Convertible will be expected to be much smaller as well. Additionally Virtus Convertible has an alpha of 0.2079, implying that it can generate a 0.21 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Virtus Convertible Price Density |
| Price |
Predictive Modules for Virtus Convertible
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 Convertible. 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 Convertible'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 Convertible Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Virtus Convertible is not an exception. The market had few large corrections towards the Virtus Convertible'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 Convertible, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Virtus Convertible within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.76 | |
σ | Overall volatility | 2.52 | |
Ir | Information ratio | 0.11 |
Virtus Convertible 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 Convertible for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Virtus Convertible 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 keeps most of the net assets in exotic instruments. |
Virtus Convertible Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Convertible, and Virtus Convertible 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 | 1.76 B | ||||
About Virtus Convertible Performance
Evaluating Virtus Convertible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Convertible 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 Convertible 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 convertible securities. Convertible securities include, but are not limited to, corporate bonds, debentures, notes or preferred stocks and their hybrids that can be converted into equity securities or other securities that provide an opportunity for equity participation.Things to note about Virtus Convertible performance evaluation
Checking the ongoing alerts about Virtus Convertible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Convertible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps most of the net assets in exotic instruments. |
- Analyzing Virtus Convertible'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 Convertible's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Convertible'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 Convertible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Convertible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Convertible's mutual fund. These opinions can provide insight into Virtus Convertible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Convertible 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 Convertible security.
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