Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Virtus Duff & Phelps Real Estt Secs I
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Average 237
5-Year Above Avg Average 214
10-Year Above Avg Average 157
Overall Above Avg Average 237
Morningstar Category: Real Estate | Number of Funds in Category: 237
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 21.30
Mean 4.58
Sharpe Ratio 0.18
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
S&P United States REIT TR USD
R-Squared 99
Beta 1.00
Alpha -0.33
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Shareholder Activity, Real Estate/REIT Sector
Show Risk Definitions
  Investment Risks
Sector Funds: Funds that invest exclusively in one sector or industry involve risks due to the lack of industry diversification and expose the investor to increased industry-specific risks.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.