Virtus Multi-sector Ten Year Return vs. Cash Position Weight
| VMSSX Fund | USD 4.55 0.01 0.22% |
For Virtus Multi-sector profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Multi-sector to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Multi Sector Short utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Multi-sector's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Multi Sector Short over time as well as its relative position and ranking within its peers.
Virtus |
Virtus Multi Sector Cash Position Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Multi-sector's current stock value. Our valuation model uses many indicators to compare Virtus Multi-sector value to that of its competitors to determine the firm's financial worth. Virtus Multi Sector Short is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.27 of Cash Position Weight per Ten Year Return. The ratio of Ten Year Return to Cash Position Weight for Virtus Multi Sector Short is roughly 3.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Multi-sector's earnings, one of the primary drivers of an investment's value.Virtus Cash Position Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Virtus Multi-sector |
| = | 3.59 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Virtus Multi-sector |
| = | 0.97 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Virtus Cash Position Weight Comparison
Virtus Multi is currently under evaluation in cash position weight among similar funds.
Virtus Multi-sector Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Multi-sector, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Multi-sector will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Multi-sector's change in net profit over the period of time. It can combine multiple indicators of Virtus Multi-sector, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 bond market sectors. It invests at least 80 percent of its assets in bonds, which are fixed income debt obligations of various types of issuers. The fund invests in a diversified portfolio of primarily short-term fixed income securities having an expected dollar-weighted average maturity of three years or less.
Virtus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Virtus Multi-sector. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Virtus Multi-sector position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Virtus Multi-sector's important profitability drivers and their relationship over time.
Use Virtus Multi-sector in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Virtus Multi-sector position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Virtus Multi-sector will appreciate offsetting losses from the drop in the long position's value.Virtus Multi-sector Pair Trading
Virtus Multi Sector Short Pair Trading Analysis
The ability to find closely correlated positions to Virtus Multi-sector could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Virtus Multi-sector when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Virtus Multi-sector - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Virtus Multi Sector Short to buy it.
The correlation of Virtus Multi-sector is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Virtus Multi-sector moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Virtus Multi Sector moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Virtus Multi-sector can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Virtus Multi-sector position
In addition to having Virtus Multi-sector in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Driverless Cars Thematic Idea Now
Driverless Cars
It encompasses large technology companies, automotive makers, security firms, and thematic ETFs across multiple industries. These entities are directly or indirectly involved in shaping the development and marketing of self-driving vehicles. The Driverless Cars theme has 36 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Driverless Cars Theme or any other thematic opportunities.
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Other Information on Investing in Virtus Mutual Fund
To fully project Virtus Multi-sector's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Virtus Multi Sector at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Virtus Multi-sector's income statement, its balance sheet, and the statement of cash flows.
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