Virtus Etf Trust Etf Performance

ASMF Etf   24.09  0.12  0.50%   
The entity has a beta of 0.61, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus ETF's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus ETF is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Virtus ETF Trust are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, Virtus ETF is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more

Virtus ETF Relative Risk vs. Return Landscape

If you would invest  2,329  in Virtus ETF Trust on October 1, 2025 and sell it today you would earn a total of  68.00  from holding Virtus ETF Trust or generate 2.92% return on investment over 90 days. Virtus ETF Trust is currently generating 0.0486% in daily expected returns and assumes 0.6657% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Virtus, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days Virtus ETF is expected to generate 1.44 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

Virtus ETF Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Virtus ETF Trust, and traders can use it to determine the average amount a Virtus ETF'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 = 0.073

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Based on monthly moving average Virtus ETF is performing at about 5% 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 ETF by adding it to a well-diversified portfolio.

About Virtus ETF Performance

By analyzing Virtus ETF's fundamental ratios, stakeholders can gain valuable insights into Virtus ETF's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Virtus ETF 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 ETF has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.