
Profitability, historical returns, and peer comparisons.
According to Virtus Equity & Convertible Income Fund’s latest financial reports and current stock price. The company's current ROE is 16.74%. This represents a change of 115.24% compared to the average of 7.78% of the last 4 quarters.
The mean historical ROE of Virtus Equity & Convertible Income Fund over the last ten years is 9.27%. The current 16.74% ROE has changed 80.50% with respect to the historical average. Over the past ten years (40 quarters), NIE's ROE was at its highest in in the July 2009 quarter at 59.54%. The ROE was at its lowest in in the January 2009 quarter at -154.90%.
Average
9.27%
Median
14.44%
Minimum
-17.44%
Maximum
40.29%
Discovering the peaks and valleys of Virtus Equity & Convertible Income Fund 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 = 24.84%
Maximum Annual ROE = 40.29%
Minimum Annual Increase = -859.40%
Minimum Annual ROE = -17.44%
| Year | ROE | Change |
|---|---|---|
| 2026 | 14.67% | -17.26% |
| 2025 | 17.73% | 24.84% |
| 2024 | 14.21% | -181.44% |
| 2023 | -17.44% | 0% |
| 2022 | -17.44% | -296.65% |
| 2021 | 8.87% | -43.07% |
| 2020 | 15.58% | -859.40% |
| 2019 | -2.05% | -111.20% |
| 2018 | 18.32% | -54.52% |
| 2017 | 40.29% | -361.28% |
The current ROE of Virtus Equity & Convertible Income Fund (NIE) 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
15.54%
5-year avg
2.35%
10-year avg
9.27%
Virtus Equity & Convertible Income Fund’s ROE is less than PIMCO Access Income Fund (8.23%), less than Nuveen Credit Strategies Income Fund (5.58%), less than CBRE Global Real Estate Income Fund (6.62%), less than Western Asset Diversified Income Fund (9.29%), less than PIMCO High Income Fund (9.99%), less than Abrdn Income Credit Strategies Fund (10.65%), less than NYLI CBRE Global Infrastructure Megatrends Term Fund (19.03%), less than Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (8.47%), greater than Ultra NASDAQ-100 ProFund Service Class (0%), less than PIMCO Corporate & Income Strategy Fund (7.72%),
| Company | ROE | Market cap |
|---|---|---|
| 8.23% | $617.22M | |
| 5.58% | $672.57M | |
| 6.62% | $562.52M | |
| 9.29% | $606.33M | |
| 9.99% | $760.79M | |
| 10.65% | $537.01M | |
| 19.03% | $753.65M | |
| 8.47% | $555.99M | |
| 0% | $607.99M | |
| 7.72% | $809.98M |
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What is the 5-year average ROE for Virtus Equity & Convertible Income Fund (NIE)?
How does the current ROE for Virtus Equity & Convertible Income Fund (NIE) compare to its historical average?