Virtus Global Financial Statements From 2010 to 2024

ZTR Fund  USD 5.33  0.01  0.19%   
Virtus Global financial statements provide useful quarterly and yearly information to potential Virtus Global Dividend investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Virtus Global financial statements helps investors assess Virtus Global's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Virtus Global's valuation are summarized below:
Market Capitalization
469.3 M
Virtus Global Dividend does not presently have any fundamental trend indicators for analysis.
Check Virtus Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Virtus Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Virtus financial statements analysis is a perfect complement when working with Virtus Global Valuation or Volatility modules.
  
This module can also supplement various Virtus Global Technical models . Check out the analysis of Virtus Global Correlation against competitors.

Virtus Global Dividend Fund Year To Date Return Analysis

Virtus Global's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Virtus Global Year To Date Return

    
  0.40 %  
Most of Virtus Global's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Global Dividend is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

As per the company's disclosures, Virtus Global Dividend has a Year To Date Return of 0.4004%. This is much higher than that of the Financial family and significantly higher than that of the Closed-End Fund - Equity category. The year to date return for all United States funds is notably lower than that of the firm.

Virtus Global Dividend Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Virtus Global's current stock value. Our valuation model uses many indicators to compare Virtus Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Global competition to find correlations between indicators driving Virtus Global's intrinsic value. More Info.
Virtus Global Dividend is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about  0.01  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Virtus Global Dividend is roughly  67.32 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Virtus Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

About Virtus Global Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Virtus Global income statement, its balance sheet, and the statement of cash flows. Virtus Global investors use historical funamental indicators, such as Virtus Global's revenue or net income, to determine how well the company is positioned to perform in the future. Although Virtus Global investors may use each financial statement separately, they are all related. The changes in Virtus Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Virtus Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Virtus Global Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Virtus Global. Please read more on our technical analysis and fundamental analysis pages.
Virtus Global Dividend Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. Virtus Global Dividend Income Fund Inc. was formed on September 30, 1988 and is domiciled in the United States. Virtus Total is traded on New York Stock Exchange in the United States.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Other Information on Investing in Virtus Fund

Virtus Global financial ratios help investors to determine whether Virtus 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 Global security.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Bonds Directory
Find actively traded corporate debentures issued by US companies