AIO
Price:
$23.58
Market Cap:
$809.76M
Virtus Artificial Intelligence & Technology Opportunities Fund (the Fund) is a diversified, closed-ended management investment company. The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets. The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.[Read more]
Industry
Asset Management
IPO Date
2019-10-29
Stock Exchange
NYSE
Ticker
AIO
According to Virtus Artificial Intelligence & Technology Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 13.36%. This represents a change of 129.62% compared to the average of 5.82% of the last 4 quarters.
The mean historical ROE of Virtus Artificial Intelligence & Technology Opportunities Fund over the last ten years is 8.10%. The current 13.36% ROE has changed 65.00% with respect to the historical average. Over the past ten years (40 quarters), AIO's ROE was at its highest in in the July 2024 quarter at 8.43%. The ROE was at its lowest in in the August 2021 quarter at 0%.
Average
8.10%
Median
1.10%
Minimum
-12.36%
Maximum
40.39%
Discovering the peaks and valleys of Virtus Artificial Intelligence & Technology Opportunities 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 = 3.57%
Maximum Annual ROE = 40.39%
Minimum Annual Increase = -197.67%
Minimum Annual ROE = -12.36%
Year | ROE | Change |
---|---|---|
2024 | 12.07% | -197.67% |
2023 | -12.36% | 1.64% |
2022 | -0.71% | -101.75% |
2021 | 40.39% | 3.57% |
The current ROE of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-0.33%
5-year avg
8.10%
10-year avg
8.10%
Virtus Artificial Intelligence & Technology Opportunities Fund’s ROE is less than BlackRock Science and Technology Trust II (12.61%), less than Blackrock Innovation & Growth Trust (10.44%), less than BlackRock Capital Allocation Trust (11.14%), less than BlackRock Health Sciences Trust (9.80%), less than BlackRock Science and Technology Trust (21.03%), greater than BlackRock Health Sciences Trust II (0%), less than Highland Funds I - Highland Income Fund (7.21%), less than Cohen & Steers Closed-End Opportunity Fund, Inc. (16.73%), less than Abrdn Emerging Markets Equity Income Fund Inc (22.40%), less than Virtus Equity & Convertible Income Fund (14.63%), less than Eaton Vance Senior Income Trust (13.18%), less than Neuberger Berman Next Generation Connectivity Fund Inc. (12.24%), less than PIMCO Energy and Tactical Credit Opportunities Fund (24.50%),
Company | ROE | Market cap |
---|---|---|
12.61% | $1.59B | |
10.44% | $1.72B | |
11.14% | $1.73B | |
9.80% | $530.76M | |
21.03% | $1.27B | |
0% | $1.58B | |
7.21% | $353.87M | |
16.73% | $358.25M | |
22.40% | $264.42M | |
14.63% | $668.62M | |
13.18% | $111.63M | |
12.24% | $1.03B | |
24.50% | $905.76M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Virtus Artificial Intelligence & Technology Opportunities Fund using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Virtus Artificial Intelligence & Technology Opportunities Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is Virtus Artificial Intelligence & Technology Opportunities Fund's ROE?
How is the ROE calculated for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)?
What is the highest ROE for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)?
What is the 3-year average ROE for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)?
What is the 5-year average ROE for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)?
How does the current ROE for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) compare to its historical average?