Virtus Allianzgi Artificial Fund Manager Performance Evaluation
| AIO Fund | USD 23.05 0.37 1.58% |
The entity has a beta of 0.71, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Allianzgi's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Allianzgi is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Allianzgi Artificial are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of very weak forward indicators, Virtus Allianzgi may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Virtus Artificial Intelligence Technology Opportunities Fund Announces Distributions - StockTitan | 08/29/2024 |
2 | Estonias io Secures 6.1M for Demo Facility to Turn Sawdust Into Palm Oil Animal Fat Alternatives - Green Queen Media | 09/27/2024 |
| Expense Ratio | 1.4100 |
Virtus |
Virtus Allianzgi Relative Risk vs. Return Landscape
If you would invest 2,065 in Virtus Allianzgi Artificial on August 15, 2024 and sell it today you would earn a total of 240.00 from holding Virtus Allianzgi Artificial or generate 11.62% return on investment over 90 days. Virtus Allianzgi Artificial is generating 0.1802% of daily returns assuming volatility of 1.0598% on return distribution over 90 days investment horizon. In other words, 9% of funds are less volatile than Virtus, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Virtus Allianzgi Current Valuation
Undervalued
Today
Please note that Virtus Allianzgi's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Virtus Allianzgi Art has a current Real Value of $25.12 per share. The regular price of the fund is $23.05. We determine the value of Virtus Allianzgi Art from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
Since Virtus Allianzgi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Fund. However, Virtus Allianzgi'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 23.05 | Real 25.12 | Hype 23.05 | Naive 24.04 |
The intrinsic value of Virtus Allianzgi'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 Allianzgi'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 Allianzgi Artificial helps investors to forecast how Virtus 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 Allianzgi more accurately as focusing exclusively on Virtus Allianzgi's fundamentals will not take into account other important factors: Virtus Allianzgi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Allianzgi's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Virtus Allianzgi Artificial, and traders can use it to determine the average amount a Virtus Allianzgi'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 = 0.17
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | AIO | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Virtus Allianzgi is performing at about 13% 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 Allianzgi by adding it to a well-diversified portfolio.
Virtus Allianzgi Fundamentals Growth
Virtus Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Allianzgi, and Virtus Allianzgi 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 Fund performance.
| Shares Outstanding | 34.34 M | |||
| Price To Earning | 2.40 X | |||
| Earnings Per Share | 7.67 X | |||
About Virtus Allianzgi Performance
By examining Virtus Allianzgi's fundamental ratios, stakeholders can obtain critical insights into Virtus Allianzgi's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Virtus Allianzgi is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Virtus Allianzgi is entity of United States. It is traded as Fund on NYSE exchange.Things to note about Virtus Allianzgi Art performance evaluation
Checking the ongoing alerts about Virtus Allianzgi for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Virtus Allianzgi Art help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Virtus Allianzgi's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Virtus Allianzgi's fund performance include:- Analyzing Virtus Allianzgi'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 Allianzgi's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Allianzgi'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 Allianzgi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Allianzgi's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Allianzgi's fund. These opinions can provide insight into Virtus Allianzgi's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Fund
Virtus Allianzgi financial ratios help investors to determine whether Virtus 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 Allianzgi security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Stocks Directory Find actively traded stocks across global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |