Virtus Low Duration Fund Manager Performance Evaluation
| HIBIX Fund | USD 10.60 0.01 0.09% |
The entity has a beta of -0.0121, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Low are expected to decrease at a much lower rate. During the bear market, Virtus Low is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Low Duration are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Virtus Low is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 0.5000 |
Virtus |
Virtus Low Relative Risk vs. Return Landscape
If you would invest 1,052 in Virtus Low Duration on August 28, 2024 and sell it today you would earn a total of 8.00 from holding Virtus Low Duration or generate 0.76% return on investment over 90 days. Virtus Low Duration is currently producing 0.0121% returns and takes up 0.1169% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Low Current Valuation
Overvalued
Today
Please note that Virtus Low's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Low Duration has a current Real Value of $9.75 per share. The regular price of the fund is $10.6. We determine the value of Virtus Low Duration from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Virtus Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Low's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.6 | Real 9.75 | Hype 10.6 | Naive 10.58 |
The intrinsic value of Virtus Low's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Virtus Low's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Virtus Low Duration helps investors to forecast how Virtus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Virtus Low more accurately as focusing exclusively on Virtus Low's fundamentals will not take into account other important factors: Virtus Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Low's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Low Duration, and traders can use it to determine the average amount a Virtus Low's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1034
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HIBIX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Virtus Low is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Virtus Low by adding it to a well-diversified portfolio.
Virtus Low Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Low, and Virtus Low fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Mutual Fund performance.
| Total Asset | 320.32 M | ||||
About Virtus Low Performance
Evaluating Virtus Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Low has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Low has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks current income with an emphasis on maintaining low volatility and overall short duration by investing primarily in higher quality, more liquid securities across 14 fixed income sectors. Under normal circumstances, it invests at least 80 percent of its assets in fixed income debt obligations of various types of issuers.Things to note about Virtus Low Duration performance evaluation
Checking the ongoing alerts about Virtus Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Low Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 5.48% of its assets under management (AUM) in fixed income securities |
- Analyzing Virtus Low's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Low's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Low's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Low's mutual fund. These opinions can provide insight into Virtus Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Low 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 Low security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |