Virtus Duff Phelps Fund Market Value

VGIRX Fund  USD 15.61  0.13  0.83%   
Virtus Duff's market value is the price at which a share of Virtus Duff trades on a public exchange. It measures the collective expectations of Virtus Duff Phelps investors about its performance. Virtus Duff is trading at 15.61 as of the 19th of July 2025; that is 0.83% down since the beginning of the trading day. The fund's open price was 15.74.
With this module, you can estimate the performance of a buy and hold strategy of Virtus Duff Phelps and determine expected loss or profit from investing in Virtus Duff over a given investment horizon. Check out Virtus Duff Correlation, Virtus Duff Volatility and Virtus Duff Alpha and Beta module to complement your research on Virtus Duff.
Symbol

Please note, there is a significant difference between Virtus Duff's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Duff is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Duff'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.

Virtus Duff 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Virtus Duff's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Virtus Duff.
0.00
04/20/2025
No Change 0.00  0.0 
In 3 months and 1 day
07/19/2025
0.00
If you would invest  0.00  in Virtus Duff on April 20, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Duff Phelps or generate 0.0% return on investment in Virtus Duff over 90 days. Virtus Duff is related to or competes with Red Oak, Hennessy Technology, Nationwide Bailard, Vanguard Information, Fidelity Advisor, Blackrock Science, and Mfs Technology. The fund invests globally in infrastructure companies involved in the energy, utility, transportation, and communication... More

Virtus Duff Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Virtus Duff's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Virtus Duff Phelps upside and downside potential and time the market with a certain degree of confidence.

Virtus Duff Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Duff's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Duff's standard deviation. In reality, there are many statistical measures that can use Virtus Duff historical prices to predict the future Virtus Duff's volatility.
Hype
Prediction
LowEstimatedHigh
14.9515.6116.27
Details
Intrinsic
Valuation
LowRealHigh
14.0314.6917.17
Details
Naive
Forecast
LowNextHigh
14.9915.6616.32
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.4315.5815.73
Details

Virtus Duff Phelps Backtested Returns

At this stage we consider Virtus Mutual Fund to be very steady. Virtus Duff Phelps owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Virtus Duff Phelps, which you can use to evaluate the volatility of the fund. Please validate Virtus Duff's Semi Deviation of 0.5651, coefficient of variation of 626.64, and Risk Adjusted Performance of 0.1454 to confirm if the risk estimate we provide is consistent with the expected return of 0.0761%. The entity has a beta of -0.0904, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Duff are expected to decrease at a much lower rate. During the bear market, Virtus Duff is likely to outperform the market.

Auto-correlation

    
  0.27  

Poor predictability

Virtus Duff Phelps has poor predictability. Overlapping area represents the amount of predictability between Virtus Duff time series from 20th of April 2025 to 4th of June 2025 and 4th of June 2025 to 19th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Virtus Duff Phelps price movement. The serial correlation of 0.27 indicates that nearly 27.0% of current Virtus Duff price fluctuation can be explain by its past prices.
Correlation Coefficient0.27
Spearman Rank Test0.43
Residual Average0.0
Price Variance0.01

Virtus Duff Phelps lagged returns against current returns

Autocorrelation, which is Virtus Duff mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Virtus Duff's mutual fund expected returns. We can calculate the autocorrelation of Virtus Duff returns to help us make a trade decision. For example, suppose you find that Virtus Duff has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Virtus Duff regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Virtus Duff mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Virtus Duff mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Virtus Duff mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Virtus Duff Lagged Returns

When evaluating Virtus Duff's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Virtus Duff mutual fund have on its future price. Virtus Duff autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Virtus Duff autocorrelation shows the relationship between Virtus Duff mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Virtus Duff Phelps.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Virtus Mutual Fund

Virtus Duff 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 Duff security.
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