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Virtus Total Return Fund (Virtus Total Return Fund) GF Value Rank : 0 (As of Jun. 02, 2024)


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What is Virtus Total Return Fund GF Value Rank?

Virtus Total Return Fund has the GF Value Rank of 0.

The GF Value Rank is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.

GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).

We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.

After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.


Virtus Total Return Fund GF Value Rank Related Terms

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Virtus Total Return Fund (Virtus Total Return Fund) Business Description

Traded in Other Exchanges
N/A
Address
101 Munson Street, Greenfield, MA, USA, 01301-9668
Virtus Total Return Fund Inc is a closed-end, diversified management investment company. Its investment objective is capital appreciation, with current income as a secondary objective. The company provides solutions to individuals, financial advisors, and institutions.
Executives
Bradley William Patrick Iii officer: VP, CFO & Treasurer C/O VIRTUS INVESTMENT PARTNERS, INC., 56 PROSPECT STREET, HARTFORD CT 06115
Philip R Mcloughlin director 800 SCUDDERS HILL ROAD, PLAINSBORO NJ 08536
Brian T Zino director 100 PARK AVENUE, NEW YORK NY 10017
Virtus Partners Inc other: Affiliate of the Adviser C/O VIRTUS INVESTMENT PARTNERS, INC., 100 PEARL ST., 9TH FLOOR, HARTFORD CT 06103
James M Oates director C/O INVESTORS FINANCIAL SERVICES CORP, 200 CLARENDON ST, BOSTON MA 02116
Willliam R Moyer director C/O VIRTUS INVESTMENT PARTNERS, INC., HARTFORD CT 06103
George W Karpus 10 percent owner
Wright William H Ii director C/O VIRTUS INVESTMENT PARTNERS, 100 PEARL STREET, HARTFORD CT 06103
David Dickerson officer: SVP & PM of the Adviser
Christopher Ruddy director 1120 BEAR ISLAND DRIVE WEST PALM BEACH FL 33409
Carlton Neel officer: SVP & Portfolio Manager ZWEIG FUNDS 900 THIRD AVE NEW YORK NY 10022
Wendy W Luscombe director 480 TAGHKANIC CHURCH TOWN ROAD, CRARYVILLE NY 12521
Rogers James B Jr director 14 WESLEY STREET, HAMILTON D0 HM11
George R Aylward director, officer: President & CEO C/O VIRTUS INVESTMENT PARTNERS, INC., 100 PEARL STREET, HARTFORD CT 06103
William J Renahan officer: Chief Legal Off. & Secretary 399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022