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Virtus Annual Yield vs. Annual Yield

    
Virtus Tactical Allocation A is rated below average in annual yield among similar funds. It is rated below average in one year return among similar funds .
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Virtus

Yield

=

Income from Security

Current Share Price

=
2.01 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Virtus

One Year Return

=

(Mean of Monthly Returns - 1)

X

100%

=
(1.61) %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Virtus is currently under evaluation in one year return among similar funds.
Virtus is currently under evaluation in annual yield among similar funds.
    
NAINX United States NASDAQ
Virtus Tactical Allocation A
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    


 
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