Nasdaq - Delayed Quote USD
Virtus Opportunities Trust - Virtus FORT Trend Fund (VRPAX)
13.30
0.00
(0.00%)
As of July 24 at 8:00:58 PM EDT. Market Open.
Fund Summary
The manager employs a systematic, technical trend-following futures investment strategy that attempts to capture large directional moves in futures contracts to produce risk-adjusted returns with a low correlation to broad-based equity market indexes such as the S&P 500® Index or the MSCI World Index. In pursuing its investment strategy, the fund may invest without restriction as to country, currency, or underlying asset type. Its investments may be publicly traded or privately issued or negotiated.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -3.13% |
| 5y Average Return | -3.03% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VRPAX | Category Average | VRPAX | Category Average | VRPAX | Category Average | |
| Alpha | -1.16 | 0.02 | -6.38 | -0.01 | -2.98 | -0 |
| BETA | 0.03 | 0 | 0.38 | 0 | 0.48 | 0 |
| Mean Annual Return | 0.06 | 0 | -0.14 | 0 | 0.18 | 0 |
| R-squared | 0.3 | 0.1 | 26.92 | 0.09 | 36.98 | 0.04 |
| Standard Deviation | 9.49 | 0.1 | 13.26 | 0.1 | 11.35 | 0.09 |
| Sharpe Ratio | -0.09 | 0 | -0.26 | 0 | 0.09 | 0 |
| Treynor Ratio | -42.12 | -0.04 | -11.11 | -1.01 | 0.8 | -0.27 |
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