Virtus Rampart Enhanced Fund Manager Performance Evaluation
| PGICX Fund | USD 18.25 0.18 1.00% |
The entity has a beta of 0.73, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Rampart's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Rampart is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Rampart Enhanced are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Virtus Rampart 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 | 8th of May 2023 | |
| Expense Ratio | 1.9500 |
Virtus |
Virtus Rampart Relative Risk vs. Return Landscape
If you would invest 1,756 in Virtus Rampart Enhanced on August 27, 2024 and sell it today you would earn a total of 69.00 from holding Virtus Rampart Enhanced or generate 3.93% return on investment over 90 days. Virtus Rampart Enhanced is currently producing 0.0623% returns and takes up 0.6479% volatility of returns over 90 trading days. Put another way, 5% 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 Rampart Current Valuation
Fairly Valued
Today
Please note that Virtus Rampart's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Virtus Rampart Enhanced has a current Real Value of $18.14 per share. The regular price of the fund is $18.25. We determine the value of Virtus Rampart Enhanced 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 Rampart is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Rampart'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 18.25 | Real 18.14 | Hype 18.25 | Naive 18.18 |
The intrinsic value of Virtus Rampart'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 Rampart'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 Rampart Enhanced 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 Rampart more accurately as focusing exclusively on Virtus Rampart's fundamentals will not take into account other important factors: Virtus Rampart Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Rampart's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Rampart Enhanced, and traders can use it to determine the average amount a Virtus Rampart'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 = 0.0961
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PGICX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Virtus Rampart is performing at about 7% 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 Rampart by adding it to a well-diversified portfolio.
Virtus Rampart Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Rampart, and Virtus Rampart 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.
| Price To Earning | 17.80 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 3.99 M | ||||
About Virtus Rampart Performance
Evaluating Virtus Rampart's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Rampart 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 Rampart 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 invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80 percent of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.Things to note about Virtus Rampart Enhanced performance evaluation
Checking the ongoing alerts about Virtus Rampart for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Rampart Enhanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Rampart's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Rampart's mutual fund performance include:- Analyzing Virtus Rampart'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 Rampart's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Rampart'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 Rampart's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Rampart's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Rampart's mutual fund. These opinions can provide insight into Virtus Rampart's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Rampart 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 Rampart security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |