Virtus Global Real Fund Net Income
| VGISX Fund | USD 37.85 0.01 0.03% |
As of the 14th of February 2026, Virtus Global has the Semi Deviation of 0.3698, risk adjusted performance of 0.1537, and Coefficient Of Variation of 513.87. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Virtus Global Real, as well as the relationship between them.
Virtus Global's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Virtus Global's valuation are provided below:Virtus Global Real does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Virtus |
Virtus Global 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Virtus Global's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Virtus Global.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Virtus Global on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Global Real or generate 0.0% return on investment in Virtus Global over 90 days. Virtus Global is related to or competes with Neuberger Berman, Neuberger Berman, Third Avenue, Fidelity International, Real Estate, Janus Global, and Janus Global. The fund provides global exposure to the real estate securities market, focusing on owners and operators with recurring ... More
Virtus Global Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Virtus Global's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Virtus Global Real upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6396 | |||
| Information Ratio | 0.0792 | |||
| Maximum Drawdown | 2.84 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 1.07 |
Virtus Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Global's standard deviation. In reality, there are many statistical measures that can use Virtus Global historical prices to predict the future Virtus Global's volatility.| Risk Adjusted Performance | 0.1537 | |||
| Jensen Alpha | 0.0886 | |||
| Total Risk Alpha | 0.0629 | |||
| Sortino Ratio | 0.075 | |||
| Treynor Ratio | 0.3351 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Virtus Global'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 Global February 14, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
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| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1537 | |||
| Market Risk Adjusted Performance | 0.3451 | |||
| Mean Deviation | 0.4623 | |||
| Semi Deviation | 0.3698 | |||
| Downside Deviation | 0.6396 | |||
| Coefficient Of Variation | 513.87 | |||
| Standard Deviation | 0.6058 | |||
| Variance | 0.367 | |||
| Information Ratio | 0.0792 | |||
| Jensen Alpha | 0.0886 | |||
| Total Risk Alpha | 0.0629 | |||
| Sortino Ratio | 0.075 | |||
| Treynor Ratio | 0.3351 | |||
| Maximum Drawdown | 2.84 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 1.07 | |||
| Downside Variance | 0.4091 | |||
| Semi Variance | 0.1368 | |||
| Expected Short fall | (0.52) | |||
| Skewness | (0.1) | |||
| Kurtosis | 0.326 |
Virtus Global Real Backtested Returns
At this stage we consider Virtus Mutual Fund to be very steady. Virtus Global Real owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.25, which indicates the fund had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Virtus Global Real, which you can use to evaluate the volatility of the fund. Please validate Virtus Global's Semi Deviation of 0.3698, coefficient of variation of 513.87, and Risk Adjusted Performance of 0.1537 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. The entity has a beta of 0.32, which indicates possible diversification benefits within a given portfolio. 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.
Auto-correlation | 0.40 |
Average predictability
Virtus Global Real has average predictability. Overlapping area represents the amount of predictability between Virtus Global time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Virtus Global Real price movement. The serial correlation of 0.4 indicates that just about 40.0% of current Virtus Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.4 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 0.75 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Virtus Global Real reported net income of 0.0. This indicator is about the same for the Virtus average (which is currently at 0.0) family and about the same as Global Real Estate (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Global's current stock value. Our valuation model uses many indicators to compare Virtus Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Global competition to find correlations between indicators driving Virtus Global's intrinsic value. More Info.Virtus Global Real is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Virtus Global Real is roughly 11.81 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Global's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Virtus Global
The fund consists of 98.77% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Virtus Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Virtus Fundamentals
| Price To Earning | 22.56 X | ||||
| Price To Book | 1.91 X | ||||
| Price To Sales | 8.44 X | ||||
| Total Asset | 194.37 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 7.97 % | ||||
| One Year Return | 15.24 % | ||||
| Three Year Return | 7.62 % | ||||
| Five Year Return | 4.95 % | ||||
| Ten Year Return | 8.72 % | ||||
| Net Asset | 415.87 M | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 1.22 % | ||||
| Equity Positions Weight | 98.77 % |
About Virtus Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Virtus Global Real's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Global Real based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Virtus Global 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 Global security.
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