Virtus LifeSci Biotech Clinical Trials ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$30.07
- Net Assets:$0 Million
- NAV:$31.19
- Premium-3.59%
- Peer Rank:41 of 48
- Investment Rating:E+
- Performance:D
- RiskC-
We rate Virtus LifeSci Biotech Clin T at E+. Negative factors that influence this rating include a well below average total return. The fund may be considered for investors seeking a Sector - Health/Biotechnology strategy.
Total return ranks well below peers over the last three years. The Virtus LifeSci Biotech Clin T has returned an annual rate of 1.12% since inception. More recently, the fund has generated a total return of 3.52% in the last five years, -15.45% in the last three years, and 24.53% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 39% of them. It has also outpaced 5% of its competitors on a three year basis and 85% of them over the last year for the period ending 2/29/2024. On a year to date basis, BBC has returned 28.21%.
Downside risk has been above average. BBC has a draw down risk of -65.23%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 36.7%. This fund has experienced excessive volatility in its monthly performance over the last 36 months.
High expense ratio hinders performance. As BBC is an exchange traded fund, it has no front end or back end load.
The Virtus LifeSci Biotech Clin T is managed by Andrew McDonald at Virtus ETF Advisers LLC. This fund is one of 14 Virtus ETF Advisers LLC exchange-traded funds launched since 10/1/2014 that we track.