Virtus Emerging Markets Fund Manager Performance Evaluation
| VIESX Fund | USD 17.20 0.08 0.46% |
The entity has a beta of -0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Emerging are expected to decrease at a much lower rate. During the bear market, Virtus Emerging is likely to outperform the market.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Emerging Markets are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Virtus Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | KFF Health Tracking Poll The Publics Views of Funding Reductions to Medicaid - KFF | 06/06/2025 |
2 | San Francisco bookstore stops selling J.K. Rowling titles due to Harry Potter authors anti-trans views - NBC News | 06/26/2025 |
| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.4500 |
Virtus |
Virtus Emerging Relative Risk vs. Return Landscape
If you would invest 1,509 in Virtus Emerging Markets on April 16, 2025 and sell it today you would earn a total of 211.00 from holding Virtus Emerging Markets or generate 13.98% return on investment over 90 days. Virtus Emerging Markets is currently producing 0.2202% returns and takes up 0.6066% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Virtus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Emerging Current Valuation
Overvalued
Today
Please note that Virtus Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Virtus Emerging Markets has a current Real Value of $15.61 per share. The regular price of the fund is $17.2. We determine the value of Virtus Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Emerging'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 17.2 | Real 15.61 | Hype 17.23 | Naive 17.27 |
The intrinsic value of Virtus Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Virtus Emerging's fundamentals will not take into account other important factors: Virtus Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Virtus Emerging Markets, and traders can use it to determine the average amount a Virtus Emerging'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 = 0.363
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VIESX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average Virtus Emerging is performing at about 28% 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 Emerging by adding it to a well-diversified portfolio.
Virtus Emerging Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Emerging, and Virtus Emerging 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.
| Price To Earning | 13.13 X | ||||
| Price To Book | 2.02 X | ||||
| Price To Sales | 1.24 X | ||||
| Total Asset | 229.97 M | ||||
About Virtus Emerging Performance
Evaluating Virtus Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Emerging 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 Emerging 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity or equity-linked securities of small capitalization companies located in emerging markets countries. The funds subadviser considers small-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations of less than 8 billion. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.Things to note about Virtus Emerging Markets performance evaluation
Checking the ongoing alerts about Virtus Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: San Francisco bookstore stops selling J.K. Rowling titles due to Harry Potter authors anti-trans views - NBC News | |
| The fund keeps 96.43% of its net assets in stocks |
- Analyzing Virtus Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Emerging's mutual fund. These opinions can provide insight into Virtus Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Emerging 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 Emerging security.
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