Virtus Global Opportunities Manager Performance
| WWOIXDelisted Fund | USD 16.49 0.00 0.00% |
The entity has a beta of 0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Virtus Global Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Virtus Global 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 | 1.0900 |
Virtus |
Virtus Global Relative Risk vs. Return Landscape
If you would invest 1,649 in Virtus Global Opportunities on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Virtus Global Opportunities or generate 0.0% return on investment over 90 days. Virtus Global Opportunities 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 |
| Risk |
Virtus Global Current Valuation
Overvalued
Today
Please note that Virtus Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Global Opport has a current Real Value of $15.13 per share. The regular price of the fund is $16.49. We determine the value of Virtus Global Opport 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Global'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 16.49 | Real 15.13 | Hype 16.49 | Naive 16.55 |
The intrinsic value of Virtus Global'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 Global'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 Global Opportunities 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 Global more accurately as focusing exclusively on Virtus Global's fundamentals will not take into account other important factors: Virtus Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Global Opportunities, and traders can use it to determine the average amount a Virtus Global'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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| WWOIX |
Based on monthly moving average Virtus Global 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 Global by adding Virtus Global to a well-diversified portfolio.
Virtus Global Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Global, and Virtus Global 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 | 23.00 X | |||
| Price To Book | 4.10 X | |||
| Price To Sales | 3.32 X | |||
| Total Asset | 89.71 M | |||
About Virtus Global Performance
Evaluating Virtus Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Global 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 Global 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.
This fund seeks to provide investors with exposure to high-quality global companies. Virtus Vontobel is traded on NASDAQ Exchange in the United States.Things to note about Virtus Global Opport performance evaluation
Checking the ongoing alerts about Virtus Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Global Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Global Opport is not yet fully synchronised with the market data | |
| Virtus Global Opport has a very high chance of going through financial distress in the upcoming years | |
| The fund keeps 99.55% of its net assets in stocks |
- Analyzing Virtus Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Global's mutual fund. These opinions can provide insight into Virtus Global's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist 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 gross domestic product. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Other Consideration for investing in Virtus Mutual Fund
If you are still planning to invest in Virtus Global Opport 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 Global's history and understand the potential risks before investing.
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