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Money
Should you support your children at university or help them on to property ladder?
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Virtus NFJ Mid-Cap Value R6 (ANPRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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27.62
-0.22
(-0.79%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
4
Number of years down
2
Best 1-yr total return (27 May 2024)
29.45%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
ANPRX
Category average
5 years
ANPRX
Category average
10 years
ANPRX
Category average
Alpha
-4.81
-0.09
-6.31
-0.07
-5.1
-0.06
BETA
1.11
0.01
1.1
0.01
1.09
0.01
Mean annual return
0.43
0.01
0.75
0.01
0.73
0.01
R-squared
77.31
0.85
82.13
0.82
83.02
0.84
Standard deviation
22.23
0.25
22.32
0.2
18.16
0.17
Sharpe ratio
0.1
0.01
0.3
0.01
0.4
0.01
Treynor ratio
-0.25
0.08
4.08
0.09
5.38
0.09
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