Virtus Kar Small Cap Fund Market Value
| PSGCX Fund | USD 9.75 0.28 2.79% |
| 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.
| 11/25/2025 |
| 02/23/2026 |
If you would invest 0.00 in Virtus Kar on November 25, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Kar Small Cap or generate 0.0% return on investment in Virtus Kar over 90 days. Virtus Kar is related to or competes with Virtus Kar, Virtus Kar, Virtus Kar, Virtus Kar, Virtus Kar, Champlain Small, and Templeton Developing. Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitali... 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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 48.69 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 2.19 |
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 | (0.09) | |||
| Jensen Alpha | (0.86) | |||
| Total Risk Alpha | (1.24) | |||
| Treynor Ratio | (0.35) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Virtus Kar'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 Kar February 23, 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 | (0.09) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.66 | |||
| Coefficient Of Variation | (811.24) | |||
| Standard Deviation | 5.71 | |||
| Variance | 32.65 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (0.86) | |||
| Total Risk Alpha | (1.24) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 48.69 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 2.19 | |||
| Skewness | (7.59) | |||
| Kurtosis | 60.24 |
Virtus Kar Small Backtested Returns
Virtus Kar Small owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.13, which indicates the fund had a -0.13 % return per unit of risk over the last 3 months. Virtus Kar Small Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Virtus Kar's Variance of 32.65, risk adjusted performance of (0.09), and Coefficient Of Variation of (811.24) to confirm the risk estimate we provide. The entity has a beta of 2.04, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Virtus Kar will likely underperform.
Auto-correlation | 0.78 |
Good predictability
Virtus Kar Small Cap has good predictability. Overlapping area represents the amount of predictability between Virtus Kar time series from 25th of November 2025 to 9th of January 2026 and 9th of January 2026 to 23rd 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 Small price movement. The serial correlation of 0.78 indicates that around 78.0% of current Virtus Kar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.78 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
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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