
Profitability, historical returns, and peer comparisons.
According to Virtus Convertible & Income Fund II’s latest financial reports and current stock price. The company's current ROE is 20.05%. This represents a change of 137.76% compared to the average of 8.43% of the last 4 quarters.
The mean historical ROE of Virtus Convertible & Income Fund II over the last ten years is 5.82%. The current 20.05% ROE has changed 244.42% with respect to the historical average. Over the past ten years (40 quarters), NCZ's ROE was at its highest in in the August 2016 quarter at 14.54%. The ROE was at its lowest in in the February 2016 quarter at -14.47%.
Average
5.82%
Median
5.27%
Minimum
-16.02%
Maximum
19.96%
Discovering the peaks and valleys of Virtus Convertible & Income Fund II ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 574.34%
Maximum Annual ROE = 19.96%
Minimum Annual Increase = -721.80%
Minimum Annual ROE = -16.02%
| Year | ROE | Change |
|---|---|---|
| 2026 | 16.46% | 18.31% |
| 2025 | 13.92% | 574.34% |
| 2024 | 2.06% | -112.88% |
| 2023 | -16.02% | 266.69% |
| 2022 | -4.37% | -126.41% |
| 2021 | 16.54% | 203.39% |
| 2020 | 5.45% | -721.80% |
| 2019 | -0.88% | -117.25% |
| 2018 | 5.08% | -74.53% |
| 2017 | 19.96% | -195.11% |
The current ROE of Virtus Convertible & Income Fund II (NCZ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
10.82%
5-year avg
2.41%
10-year avg
5.82%
Virtus Convertible & Income Fund II’s ROE is less than abrdn Emerging Markets ex-China Fund, Inc. (52.76%), less than BlackRock Income Trust, Inc. (4.97%), less than Rivernorth Managed Duration Municipal Income Fund Inc. (11.14%), less than LMP Capital and Income Fund Inc. (16.62%), less than MFS Charter Income Trust (6.28%), less than Franklin Managed Municipal Income Trust (7.13%), less than Aberdeen Multi-Market Income Fund (7.66%), less than Saba Capital Income & Opportunities Fund II (9.12%), greater than First Trust Senior Floating Rate Income Fund II (0%), greater than BlackRock Municipal Income Quality Trust (-5.32%),
| Company | ROE | Market cap |
|---|---|---|
| 52.76% | $330.09M | |
| 4.97% | $324.86M | |
| 11.14% | $261.55M | |
| 16.62% | $346.11M | |
| 6.28% | $247.63M | |
| 7.13% | $270.28M | |
| 7.66% | $234.55M | |
| 9.12% | $207.34M | |
| 0% | $251.31M | |
| -5.32% | $286.23M |
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How does the current ROE for Virtus Convertible & Income Fund II (NCZ) compare to its historical average?