Virtus Kar Capital Fund Manager Performance Evaluation
| PSTAX Fund | USD 19.42 0.34 1.72% |
The entity has a beta of 0.0922, which indicates not very significant fluctuations relative to the market. 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.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Kar Capital are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Virtus Kar may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.2100 |
Virtus |
Virtus Kar Relative Risk vs. Return Landscape
If you would invest 1,840 in Virtus Kar Capital on November 3, 2025 and sell it today you would earn a total of 102.00 from holding Virtus Kar Capital or generate 5.54% return on investment over 90 days. Virtus Kar Capital is currently producing 0.1157% returns and takes up 2.4966% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Virtus, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Kar Current Valuation
Fairly Valued
Today
Please note that Virtus Kar's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Virtus Kar Capital has a current Real Value of $19.16 per share. The regular price of the fund is $19.42. We determine the value of Virtus Kar Capital 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 Kar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Kar'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 19.42 | Real 19.16 | Hype 19.42 | Naive 19.78 |
The intrinsic value of Virtus Kar'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 Kar'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 Kar Capital 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 Kar more accurately as focusing exclusively on Virtus Kar's fundamentals will not take into account other important factors: Virtus Kar Target Price Odds to finish over Current Price
The tendency of Virtus Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.42 | 90 days | 19.42 | about 32.79 |
Based on a normal probability distribution, the odds of Virtus Kar to move above the current price in 90 days from now is about 32.79 (This Virtus Kar Capital probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Virtus Kar has a beta of 0.0922 indicating as returns on the market go up, Virtus Kar average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Virtus Kar Capital will be expected to be much smaller as well. Additionally Virtus Kar Capital has an alpha of 0.1025, implying that it can generate a 0.1 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Virtus Kar Price Density |
| Price |
Predictive Modules for Virtus Kar
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Virtus Kar Capital. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Virtus Kar Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Virtus Kar is not an exception. The market had few large corrections towards the Virtus Kar's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Virtus Kar Capital, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Virtus Kar within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.09 | |
σ | Overall volatility | 0.92 | |
Ir | Information ratio | 0.03 |
Virtus Kar Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Virtus Kar for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Virtus Kar Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Virtus Kar Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Kar, and Virtus Kar 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 | 29.34 X | |||
| Price To Book | 6.16 X | |||
| Price To Sales | 3.96 X | |||
| Total Asset | 593.45 M | |||
About Virtus Kar Performance
Evaluating Virtus Kar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Kar 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 Kar 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.
Under normal circumstances, the fund invests at least 65 percent of its assets in equity securities of large market capitalization companies. Virtus Kar is traded on NASDAQ Exchange in the United States.Things to note about Virtus Kar Capital performance evaluation
Checking the ongoing alerts about Virtus Kar for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Kar Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Kar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Kar's mutual fund performance include:- Analyzing Virtus Kar'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 Kar's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Kar'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 Kar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Kar's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Kar's mutual fund. These opinions can provide insight into Virtus Kar's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |