(NFLT) Virtus Newfleet - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US26923G7079

Bonds, Corporate, Municipal, Government, Securitized

Dividends

Dividend Yield 5.73%
Yield on Cost 5y 6.67%
Yield CAGR 5y 10.39%
Payout Consistency 88.9%
Payout Ratio -
Risk via 10d forecast
Volatility 4.43%
Value at Risk 5%th 7.41%
Relative Tail Risk 1.71%
Reward TTM
Sharpe Ratio 0.61
Alpha 2.05
CAGR/Max DD 2.34
Character TTM
Hurst Exponent 0.385
Beta 0.083
Beta Downside 0.094
Drawdowns 3y
Max DD 3.24%
Mean DD 0.67%
Median DD 0.48%

Description: NFLT Virtus Newfleet October 28, 2025

Virtus Newfleet Multi-Sector Bond ETF (NYSE ARCA:NFLT) commits at least 80% of its net assets-plus any investment-purpose borrowings-to fixed-income securities, employing a sector-rotation strategy that dynamically shifts weightings among bond sectors and sub-sectors to chase higher relative returns.

Key quantitative drivers (as of the most recent public filings) include an average weighted-average maturity of roughly 7 years, a portfolio-wide effective duration near 5.5, and a current weighted-average yield of about 4.8%. The fund’s credit exposure is tilted toward investment-grade issuers (≈85% of assets) with a modest allocation to high-yield (≈12%), positioning it to benefit from a flattening yield curve and the Fed’s incremental rate-cut expectations in 2025. Macro-level sensitivities are dominated by U.S. inflation trends and fiscal-policy-driven infrastructure spending, which tend to lift demand for municipal and corporate bonds in the mid-credit tier.

For a deeper quantitative breakdown, the ValueRay platform offers a granular view of NFLT’s sector exposure and risk metrics, which can help you assess whether the fund’s rotation model aligns with your return-and-risk objectives.

What is the price of NFLT shares?

As of December 14, 2025, the stock is trading at USD 23.08 with a total of 49,579 shares traded.
Over the past week, the price has changed by -0.26%, over one month by +0.34%, over three months by +0.74% and over the past year by +7.31%.

Is NFLT a buy, sell or hold?

Virtus Newfleet has no consensus analysts rating.

What are the forecasts/targets for the NFLT price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 25.7 11.3%

NFLT Fundamental Data Overview December 09, 2025

Market Cap USD = 337.2m (337.2m USD * 1.0 USD.USD)
Beta = 0.68
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 337.2m USD (337.2m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 337.2m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 337.2m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.32% (E(337.2m)/V(337.2m) * Re(6.32%) + (debt-free company))
Discount Rate = 6.32% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for NFLT ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle