Virtus Dfa 2040 Fund Manager Performance Evaluation
| VTARX Fund | USD 9.60 0.09 0.95% |
The entity has a beta of 0.53, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Dfa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Dfa is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Dfa 2040 are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Virtus Dfa showed solid returns over the last few months and may actually be approaching a breakup point.
...moreVirtus |
Virtus Dfa Relative Risk vs. Return Landscape
If you would invest 841.00 in Virtus Dfa 2040 on November 8, 2025 and sell it today you would earn a total of 116.00 from holding Virtus Dfa 2040 or generate 13.79% return on investment over 90 days. Virtus Dfa 2040 is currently producing 0.237% returns and takes up 2.1912% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Virtus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Dfa Current Valuation
Fairly Valued
Today
Please note that Virtus Dfa's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Virtus Dfa 2040 has a current Real Value of $9.43 per share. The regular price of the fund is $9.6. We determine the value of Virtus Dfa 2040 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 Dfa is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Dfa'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 9.6 | Real 9.43 | Hype 9.57 | Naive 9.82 |
The intrinsic value of Virtus Dfa'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 Dfa'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 Dfa 2040 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 Dfa more accurately as focusing exclusively on Virtus Dfa's fundamentals will not take into account other important factors: Virtus Dfa 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 |
| 9.60 | 90 days | 9.60 | about 21.51 |
Based on a normal probability distribution, the odds of Virtus Dfa to move above the current price in 90 days from now is about 21.51 (This Virtus Dfa 2040 probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Virtus Dfa Price Density |
| Price |
Predictive Modules for Virtus Dfa
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 Dfa 2040. 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 Dfa Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Virtus Dfa is not an exception. The market had few large corrections towards the Virtus Dfa'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 Dfa 2040, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Virtus Dfa within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | 0.06 |
Virtus Dfa Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Dfa, and Virtus Dfa 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 | 621.2 M | ||||
About Virtus Dfa Performance
Evaluating Virtus Dfa's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Dfa 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 Dfa 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 U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. equity securities and 35 percent to 60 percent invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested directly or indirectly in all sectors of fixed income investments.Things to note about Virtus Dfa 2040 performance evaluation
Checking the ongoing alerts about Virtus Dfa for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Dfa 2040 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Dfa's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Dfa's mutual fund performance include:- Analyzing Virtus Dfa'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 Dfa's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Dfa'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 Dfa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Dfa's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Dfa's mutual fund. These opinions can provide insight into Virtus Dfa's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Dfa 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 Dfa security.
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