Virtus Dfa 2040 Fund Net Income
| VTARX Fund | USD 9.60 0.09 0.95% |
As of the 9th of February, Virtus Dfa has the Semi Deviation of 0.03, coefficient of variation of 976.53, and Risk Adjusted Performance of 0.0887. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Virtus Dfa 2040, as well as the relationship between them.
Virtus Dfa'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 Dfa's valuation are provided below:Virtus Dfa 2040 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 Dfa '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 Dfa'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 Dfa.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in Virtus Dfa on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Dfa 2040 or generate 0.0% return on investment in Virtus Dfa over 90 days. Virtus Dfa is related to or competes with Vanguard Multi, Virtus Multi, Ridgeworth Seix, Ridgeworth Innovative, Ridgeworth Seix, Ridgeworth Seix, and Ridgeworth Seix. The fund invests in U.S. equity, non-U.S More
Virtus Dfa 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 Dfa'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 Dfa 2040 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5839 | |||
| Information Ratio | 0.0597 | |||
| Maximum Drawdown | 17.94 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.9346 |
Virtus Dfa Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Dfa's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Dfa's standard deviation. In reality, there are many statistical measures that can use Virtus Dfa historical prices to predict the future Virtus Dfa's volatility.| Risk Adjusted Performance | 0.0887 | |||
| Jensen Alpha | 0.1629 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.2147 | |||
| Treynor Ratio | 0.3875 |
Virtus Dfa February 9, 2026 Technical Indicators
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| Math Transform | ||
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| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0887 | |||
| Market Risk Adjusted Performance | 0.3975 | |||
| Mean Deviation | 0.6914 | |||
| Semi Deviation | 0.03 | |||
| Downside Deviation | 0.5839 | |||
| Coefficient Of Variation | 976.53 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.41 | |||
| Information Ratio | 0.0597 | |||
| Jensen Alpha | 0.1629 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.2147 | |||
| Treynor Ratio | 0.3875 | |||
| Maximum Drawdown | 17.94 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.9346 | |||
| Downside Variance | 0.3409 | |||
| Semi Variance | 9.0E-4 | |||
| Expected Short fall | (0.95) | |||
| Skewness | 7.38 | |||
| Kurtosis | 57.96 |
Virtus Dfa 2040 Backtested Returns
Virtus Dfa appears to be not too volatile, given 3 months investment horizon. Virtus Dfa 2040 owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Virtus Dfa 2040, which you can use to evaluate the volatility of the fund. Please review Virtus Dfa's Risk Adjusted Performance of 0.0887, semi deviation of 0.03, and Coefficient Of Variation of 976.53 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.53, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Dfa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Dfa is expected to be smaller as well.
Auto-correlation | -0.7 |
Very good reverse predictability
Virtus Dfa 2040 has very good reverse predictability. Overlapping area represents the amount of predictability between Virtus Dfa time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th 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 Dfa 2040 price movement. The serial correlation of -0.7 indicates that around 70.0% of current Virtus Dfa price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.7 | |
| Spearman Rank Test | -0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Dfa 2040 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 Allocation--50% to 70% Equity (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 Dfa's current stock value. Our valuation model uses many indicators to compare Virtus Dfa value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Dfa competition to find correlations between indicators driving Virtus Dfa's intrinsic value. More Info.Virtus Dfa 2040 is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 56.02 of Year To Date Return per Annual Yield. 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 Dfa's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Virtus Dfa
The fund invests 60.84% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.94%) , cash (2.74%) and various exotic instruments.Asset allocation divides Virtus Dfa'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
| Total Asset | 621.2 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 1.45 % | ||||
| One Year Return | 2.53 % | ||||
| Three Year Return | 11.66 % | ||||
| Five Year Return | 2.42 % | ||||
| Net Asset | 1.64 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.74 % | ||||
| Equity Positions Weight | 60.84 % | ||||
| Bond Positions Weight | 2.94 % |
About Virtus Dfa Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Virtus Dfa 2040's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Dfa using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Dfa 2040 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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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 Dfa 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 Dfa security.
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