Virtus Select Mlp Fund Three Year Return
| VLPCX Fund | USD 17.32 0.28 1.59% |
Virtus Select Mlp fundamentals help investors to digest information that contributes to Virtus Select's financial success or failures. It also enables traders to predict the movement of Virtus Mutual Fund. The fundamental analysis module provides a way to measure Virtus Select's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Virtus Select mutual fund.
Virtus |
Virtus Select Mlp Mutual Fund Three Year Return Analysis
Virtus Select's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Virtus Select Three Year Return | 28.04 % |
Most of Virtus Select's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Select Mlp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Virtus Select Mlp has a Three Year Return of 28.0415%. This is much higher than that of the Virtus family and significantly higher than that of the Energy Limited Partnership category. The three year return for all United States funds is notably lower than that of the firm.
Did you try this?
Run Bond Analysis Now
Bond AnalysisEvaluate and analyze corporate bonds as a potential investment for your portfolios. |
| All Next | Launch Module |
Fund Asset Allocation for Virtus Select
The fund consists of 98.46% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Virtus Select'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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Virtus Fundamentals
| Total Asset | 710 K | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 48.75 % | ||||
| One Year Return | 49.99 % | ||||
| Three Year Return | 28.04 % | ||||
| Five Year Return | 21.17 % | ||||
| Net Asset | 28.94 M | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 1.54 % | ||||
| Equity Positions Weight | 98.46 % |
About Virtus Select Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Virtus Select Mlp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Select Mlp 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Virtus Mutual Fund
Virtus Select 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 Select security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| 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 | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |