Virtus Five Year Return

Virtus Newfleet Tax-Exempt fundamentals help investors to digest information that contributes to Virtus Newfleet's financial success or failures. It also enables traders to predict the movement of Virtus Mutual Fund. This fundamental analysis module provides a way for investors to measures Virtus Newfleet's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Virtus Newfleet mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Virtus Five Year Return 

 
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Virtus Five Year Return Analysis

Virtus Newfleet's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
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Current Virtus Newfleet Five Year Return

    
  2.01 %  
Most of Virtus Newfleet's fundamental indicators, such as Five Year 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 Newfleet Tax-Exempt is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Virtus Newfleet Five Year Return Component Assessment

According to the company disclosure, Virtus Newfleet Tax-Exempt has a Five Year Return of 2.01%. This is 49.11% lower than that of the Virtus family and significantly higher than that of the Muni National Interm category. The five year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Virtus Newfleet

The fund consists of 98.66% investments in fixed income securities, with the rest of funds allocated in cash.
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Virtus Fundamentals

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Currently Active Assets on Macroaxis

Check out Your Equity Center. Note that the Virtus Newfleet Tax- information on this page should be used as a complementary analysis to other Virtus Newfleet's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

Other Tools for Virtus Mutual Fund

When running Virtus Newfleet Tax- price analysis, check to measure Virtus Newfleet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Virtus Newfleet is operating at the current time. Most of Virtus Newfleet's value examination focuses on studying past and present price action to predict the probability of Virtus Newfleet's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Virtus Newfleet's price. Additionally, you may evaluate how the addition of Virtus Newfleet to your portfolios can decrease your overall portfolio volatility.
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