Virtus Ten 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. The fundamental analysis module provides a way to measure Virtus Newfleet's intrinsic value by examining its available economic and financial indicators, 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.
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 Ten Year Return Analysis

Virtus Newfleet's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Virtus Newfleet Ten Year Return

    
  2.69 %  
Most of Virtus Newfleet's fundamental indicators, such as Ten 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 Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Virtus Newfleet Ten Year Return Component Assessment

Based on the latest financial disclosure, Virtus Newfleet Tax-Exempt has a Ten Year Return of 2.69%. This is 37.88% lower than that of the Virtus family and significantly higher than that of the Muni National Interm category. The ten 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 96.75% investments in fixed income securities, with the rest of funds allocated in cash.
   Value   
       Instrument Type  

Virtus Fundamentals

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Virtus Newfleet in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Virtus Newfleet's short interest history, or implied volatility extrapolated from Virtus Newfleet options trading.

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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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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