Virtus Vontobel Buy Hold or Sell Recommendation

HIEMX -- USA Fund  

USD 10.98  0.13  1.20%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Virtus Vontobel Emerging Market is 'Strong Hold'. Macroaxis provides Virtus Vontobel buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HIEMX positions. The advice algorithm takes into account all of Virtus Vontobel Emer available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from HIEMX buy-and-hold prospective. Please also check Virtus Vontobel Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Virtus VontobelBuy Virtus Vontobel
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Virtus Vontobel Emerging Market has a risk adjusted performance of (0.07), jensen alpha of (0.049873), total risk alpha of (0.04103), sortino ratio of 0.0 and treynor ratio of (0.10)
Our advice tool can be used to cross verify current analyst consensus on Virtus Vontobel and to analyze the entity potential to grow in the current economic cycle. Use Virtus Vontobel Five Year Return and Equity Positions Weight to make sure your buy or sell decision on Virtus Vontobel Emer is adequate.

Virtus Vontobel Trading Alerts and Improvement Suggestions

Virtus Vontobel Emer generates negative expected return over the last 30 days
Latest headline from investtribune.com: PT Telekomunikasi Indonesia Holding Maintained by Matthews International Capital Management Llc - Invest Tribune
The fund retains 97.9% of its assets under management (AUM) in equities

Virtus Vontobel Returns Distribution Density

Mean Return0.07Value At Risk1.47
Potential Upside1.37Standard Deviation0.96
 Return Density 
      Distribution 

Virtus Vontobel Greeks

α
Alpha over DOW
=0.05
β
Beta against DOW=0.75
σ
Overall volatility
=0.98
Ir
Information ratio =0.04

Virtus Vontobel Volatility Alert

Virtus Vontobel Emerging Market exhibits very low volatility with skewness of -0.35 and kurtosis of 1.62. However, we advise investors to further study Virtus Vontobel Emerging Market technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Virtus Vontobel to competition

Virtus Vontobel Fundamental Vs Peers

FundamentalsVirtus VontobelPeer Average
Price to Earning23.06 6.53 
Price to Book4.29 0.74 
Price to Sales3.54 0.61 
One Year Return10.70 4.15 
Three Year Return27.45 3.60 
Five Year Return7.65 3.24 
Ten Year Return15.26 1.79 
Net Asset6.96 B4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.110.65
Cash Position Weight2.10 10.61 
Equity Positions Weight97.90 63.90 
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