Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Return on Equity (ROE)

Price: $19.29
Market Cap: $663.46M
Avg Volume: 111.46K
Country: US
Industry: Asset Management
Sector: Financial Services
Beta: 1.1040099
52W Range: $16.177-25.69
Website: Virtus Artificial Intelligence & Technology Opportunities Fund

Return on Equity (ROE) Summary

Virtus Artificial Intelligence & Technology Opportunities Fund's ROE measures the return generated on shareholders' equity:

  • Annual: 20.00%
  • Quarterly: -
  • TTM: 12.49%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess Virtus Artificial Intelligence & Technology Opportunities Fund's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 17.10%
    • Quarterly: -
    • TTM: 12.09%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 17.10%
    • Quarterly: -
    • TTM: 10.23%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 99.55%
    • Quarterly: 0.00%
    • TTM: 112.05%

These metrics provide insights into Virtus Artificial Intelligence & Technology Opportunities Fund's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

20.00%

Quarterly ROE

-

TTM ROE

12.49%

Virtus Artificial Intelligence & Technology Opportunities Fund Historical ROE
40.39%40.39%29.84%29.84%19.29%19.29%8.74%8.74%-1.81%-1.81%-12.36%-12.36%ROEJul '20Jul '2020212021Jul '21Jul '2120222022Jul '22Jul '2220232023Jul '23Jul '2320242024Jul '24Jul '2420252025
Historical ROIC
300.00%300.00%0.00%0.00%-300.00%-300.00%-600.00%-600.00%-900.00%-900.00%-1200.00%-1200.00%-1500.00%-1500.00%ROICJul '20Jul '2020212021Jul '21Jul '2120222022Jul '22Jul '2220232023Jul '23Jul '2320242024Jul '24Jul '2420252025
Historical ROA
38.49%38.49%28.77%28.77%19.04%19.04%9.32%9.32%-0.41%-0.41%-10.13%-10.13%ROAJul '20Jul '2020212021Jul '21Jul '2120222022Jul '22Jul '2220232023Jul '23Jul '2320242024Jul '24Jul '2420252025

Virtus Artificial Intelligence & Technology Opportunities Fund Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2025.

Year ROE ROIC ROA Profit Margin
2025 20.00% 17.10% 17.10% 99.55%
2024 12.07% -1316.52% 10.12% 99.21%
2023 -12.36% -10.21% -10.13% 100.82%
2022 -0.71% -0.64% -0.67% -5.05%
2021 40.39% 40.43% 38.49% 99.75%
2020 1.10% 1.12% 1.06% 96.64%

Related Metrics

Explore detailed financial metrics and analysis for AIO.