Virtus Mutual Fund Quote

VLDRX
 Fund
  

USD 10.09  0.00  0.00%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Virtus Newfleet is trading at 10.09 as of the 29th of November 2022; that is No Change since the beginning of the trading day. The fund's open price was 10.09. Virtus Newfleet has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Virtus Newfleet Low are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of January 2021 and ending today, the 29th of November 2022. Click here to learn more.
The fund seeks current income with an emphasis on maintaining low volatility and overall short duration by investing primarily in higher quality, more liquid securities across 14 fixed income sectors. Virtus Newfleet is traded on NASDAQ Exchange in the United States. More on Virtus Newfleet Low

Virtus Newfleet Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Virtus Newfleet's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Virtus Newfleet or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Virtus Newfleet Low generated a negative expected return over the last 90 days
Virtus Newfleet Low is unlikely to experience financial distress in the next 2 years
On 31st of October 2022 Virtus Newfleet paid $ 0.0209 per share dividend to its current shareholders
The fund keeps about 5.48% of its net assets in bonds
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Virtus Newfleet's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate18th of May 2012
Virtus Newfleet Low [VLDRX] is traded in USA and was established 29th of November 2022. The fund is listed under Short-Term Bond category and is part of Virtus family. Virtus Newfleet Low at this time has accumulated 610.57 M in net assets with no minimum investment requirements, while the total return for the last 3 years was 2.34%.
Check Virtus Newfleet Probability Of Bankruptcy

Instrument Allocation

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Virtus Newfleet Low Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Virtus Newfleet market risk premium is the additional return an investor will receive from holding Virtus Newfleet long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Newfleet. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Virtus Newfleet's alpha and beta are two of the key measurements used to evaluate Virtus Newfleet's performance over the market, the standard measures of volatility play an important role as well.

Virtus Newfleet Against Markets

Picking the right benchmark for Virtus Newfleet mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Virtus Newfleet mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Virtus Newfleet is critical whether you are bullish or bearish towards Virtus Newfleet Low at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Virtus Newfleet without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Virtus Newfleet Low?

The danger of trading Virtus Newfleet Low is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Virtus Newfleet is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Virtus Newfleet. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Virtus Newfleet Low is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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When running Virtus Newfleet Low 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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Please note, there is a significant difference between Virtus Newfleet's value and its price as these two are different measures arrived at by different means. Investors typically determine Virtus Newfleet value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Newfleet's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.