Virtus Kar Mid Cap Fund Market Value
| PHSKX Fund | USD 36.82 0.05 0.14% |
| Symbol | Virtus |
Virtus Kar '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 Kar'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 Kar.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Virtus Kar on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Kar Mid Cap or generate 0.0% return on investment in Virtus Kar over 90 days. Virtus Kar is related to or competes with 1919 Socially, T Rowe, Diamond Hill, Hartford Schroders, Hartford Schroders, Hartford Schroders, and Domini Impact. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of medium market cap... More
Virtus Kar 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 Kar'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 Kar Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 33.86 | |||
| Value At Risk | (2.85) | |||
| Potential Upside | 1.69 |
Virtus Kar Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Kar's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Kar's standard deviation. In reality, there are many statistical measures that can use Virtus Kar historical prices to predict the future Virtus Kar's volatility.| Risk Adjusted Performance | (0.11) | |||
| Jensen Alpha | (0.65) | |||
| Total Risk Alpha | (0.83) | |||
| Treynor Ratio | (1.76) |
Virtus Kar February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | (1.75) | |||
| Mean Deviation | 1.54 | |||
| Coefficient Of Variation | (651.43) | |||
| Standard Deviation | 4.09 | |||
| Variance | 16.74 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.65) | |||
| Total Risk Alpha | (0.83) | |||
| Treynor Ratio | (1.76) | |||
| Maximum Drawdown | 33.86 | |||
| Value At Risk | (2.85) | |||
| Potential Upside | 1.69 | |||
| Skewness | (7.01) | |||
| Kurtosis | 53.9 |
Virtus Kar Mid Backtested Returns
Virtus Kar Mid owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.14, which indicates the fund had a -0.14 % return per unit of risk over the last 3 months. Virtus Kar Mid Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Virtus Kar's Risk Adjusted Performance of (0.11), variance of 16.74, and Coefficient Of Variation of (651.43) to confirm the risk estimate we provide. The entity has a beta of 0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Kar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Kar is expected to be smaller as well.
Auto-correlation | 0.88 |
Very good predictability
Virtus Kar Mid Cap has very good predictability. Overlapping area represents the amount of predictability between Virtus Kar time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 Kar Mid price movement. The serial correlation of 0.88 indicates that approximately 88.0% of current Virtus Kar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.88 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 1.93 |
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 Kar 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 Kar security.
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