Virtus Westchester Credit Fund Manager Performance Evaluation
| WCFRX Fund | USD 11.99 0.03 0.25% |
The entity has a beta of 0.0024, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Westchester's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Westchester is expected to be smaller as well.
Risk-Adjusted Performance
27 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Westchester Credit are ranked lower than 27 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Virtus Westchester is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.8600 |
Virtus |
Virtus Westchester Relative Risk vs. Return Landscape
If you would invest 1,178 in Virtus Westchester Credit on September 12, 2024 and sell it today you would earn a total of 21.00 from holding Virtus Westchester Credit or generate 1.78% return on investment over 90 days. Virtus Westchester Credit is currently producing 0.0281% returns and takes up 0.0815% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Westchester Current Valuation
Overvalued
Today
Please note that Virtus Westchester's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Westchester Credit has a current Real Value of $11.01 per share. The regular price of the fund is $11.99. We determine the value of Virtus Westchester Credit from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Virtus Westchester is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Westchester's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.99 | Real 11.01 | Hype 11.99 | Naive 12.0 |
The intrinsic value of Virtus Westchester's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Virtus Westchester's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Virtus Westchester Credit helps investors to forecast how Virtus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Virtus Westchester more accurately as focusing exclusively on Virtus Westchester's fundamentals will not take into account other important factors: Virtus Westchester Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Westchester's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Westchester Credit, and traders can use it to determine the average amount a Virtus Westchester's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3447
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| WCFRX |
Based on monthly moving average Virtus Westchester is performing at about 27% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Virtus Westchester by adding it to a well-diversified portfolio.
Virtus Westchester Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Westchester, and Virtus Westchester fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Mutual Fund performance.
| Total Asset | 1.37 M | |||
About Virtus Westchester Performance
Evaluating Virtus Westchester's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Westchester has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Westchester has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest principally in fixed income investments and other investments related to specific events or catalysts that the Adviser expects will cause material credit events or similar situations, such as capital structure arbitrage, mergers and acquisitions, spin-offs, credit restructurings, IPOs of debt, re-financings, debt maturities, asset monetizations, and other restructurings.Things to note about Virtus Westchester Credit performance evaluation
Checking the ongoing alerts about Virtus Westchester for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Westchester Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 5.63% of its net assets in cash |
- Analyzing Virtus Westchester's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Westchester's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Westchester's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Westchester's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Westchester's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Westchester's mutual fund. These opinions can provide insight into Virtus Westchester's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Westchester financial ratios help investors to determine whether Virtus Mutual 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 Westchester security.
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