Virtus Kar Financials
| VQSRX Fund | USD 23.76 0.03 0.13% |
Virtus |
Please note that past performance is not an indicator of the future performance of Virtus Kar, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Kar Fund Summary
Virtus Kar competes with Fidelity Advisor, HUMANA, Morningstar Unconstrained, High Yield, and Thrivent High. Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the funds subadviser to be undervalued relative to their future growth potential.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Virtus Equity Trust |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Small Growth |
| Benchmark | NYSE Composite |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
You should never invest in Virtus Kar Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Virtus Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Virtus Kar's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Virtus Kar Key Financial Ratios
Generally speaking, Virtus Kar's financial ratios allow both analysts and investors to convert raw data from Virtus Kar's financial statements into concise, actionable information that can be used to evaluate the performance of Virtus Kar over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Virtus Kar Small reports annually and quarterly.Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Kar's current stock value. Our valuation model uses many indicators to compare Virtus Kar value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Kar competition to find correlations between indicators driving Virtus Kar's intrinsic value. More Info.Virtus Kar Small Cap is presently regarded as number one fund in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 182.22 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Virtus Kar by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Virtus Kar's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Kar's earnings, one of the primary drivers of an investment's value.Virtus Kar Small Systematic Risk
Virtus Kar's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Kar volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Virtus Kar Small correlated with the market. If Beta is less than 0 Virtus Kar generally moves in the opposite direction as compared to the market. If Virtus Kar Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Kar Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Kar is generally in the same direction as the market. If Beta > 1 Virtus Kar moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Kar April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Kar help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Kar Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Kar Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Kar's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 5.52 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 1.67 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Virtus Kar Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.