Virtus Westchester's market value is the price at which a share of Virtus Westchester trades on a public exchange. It measures the collective expectations of Virtus Westchester Credit investors about its performance. Virtus Westchester is trading at 10.86 as of the 28th of February 2026; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 10.85. With this module, you can estimate the performance of a buy and hold strategy of Virtus Westchester Credit and determine expected loss or profit from investing in Virtus Westchester over a given investment horizon. Check out Virtus Westchester Correlation, Virtus Westchester Volatility and Virtus Westchester Performance module to complement your research on Virtus Westchester.
Please note, there is a significant difference between Virtus Westchester's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Westchester is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Westchester's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Virtus Westchester '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 Westchester'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 Westchester.
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11/30/2025
No Change 0.00
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In 3 months and 1 day
02/28/2026
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If you would invest 0.00 in Virtus Westchester on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Westchester Credit or generate 0.0% return on investment in Virtus Westchester over 90 days. Virtus Westchester is related to or competes with Sprott Gold, Precious Metals, Gold Portfolio, Gabelli Gold, and International Investors. The fund will invest principally in fixed income investments and other investments related to specific events or catalysts that the Adviser expects will cause material credit events or similar situations, such as capital structure arbitrage, mergers and acquisitions, spin-offs, credit restructurings, IPOs of debt, re-financings, debt maturities, asset monetizations, and other restructurings. More
Virtus Westchester 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 Westchester'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 Westchester Credit upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Westchester's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Westchester's standard deviation. In reality, there are many statistical measures that can use Virtus Westchester historical prices to predict the future Virtus Westchester's volatility.
At this stage we consider Virtus Mutual Fund to be very steady. Virtus Westchester Credit owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0563, which indicates the fund had a 0.0563 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Virtus Westchester Credit, which you can use to evaluate the volatility of the fund. Please validate Virtus Westchester's Semi Deviation of 0.0463, coefficient of variation of 2564.27, and Risk Adjusted Performance of (0.03) to confirm if the risk estimate we provide is consistent with the expected return of 0.006%. The entity has a beta of 0.0217, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Westchester's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Westchester is expected to be smaller as well.
Auto-correlation
-0.78
Almost perfect reverse predictability
Virtus Westchester Credit has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Virtus Westchester time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 Westchester Credit price movement. The serial correlation of -0.78 indicates that around 78.0% of current Virtus Westchester price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.78
Spearman Rank Test
-0.65
Residual Average
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Price Variance
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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 Westchester 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 Westchester security.