Vy Baron Financials
| IBCGX Fund | USD 20.80 0.25 1.22% |
IBCGX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vy Baron Fund Summary
Vy Baron competes with Putnam Convertible, Virtus Convertible, Lord Abbett, Advent Claymore, and Fidelity Sai. The Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Voya Partners |
| Mutual Fund Family | Voya |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 262 3862 |
| Currency | USD - US Dollar |
IBCGX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy Baron's current stock value. Our valuation model uses many indicators to compare Vy Baron value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy Baron competition to find correlations between indicators driving Vy Baron's intrinsic value. More Info.Vy Baron Growth is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vy Baron Growth is roughly 7.36 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vy Baron's earnings, one of the primary drivers of an investment's value.Vy Baron Growth Systematic Risk
Vy Baron's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vy Baron volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Vy Baron Growth correlated with the market. If Beta is less than 0 Vy Baron generally moves in the opposite direction as compared to the market. If Vy Baron Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vy Baron Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vy Baron is generally in the same direction as the market. If Beta > 1 Vy Baron moves generally in the same direction as, but more than the movement of the benchmark.
Vy Baron December 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vy Baron help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vy Baron Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vy Baron Growth based on widely used predictive technical indicators. In general, we focus on analyzing IBCGX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vy Baron's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.92 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.21 |
Other Information on Investing in IBCGX Mutual Fund
Vy Baron financial ratios help investors to determine whether IBCGX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IBCGX with respect to the benefits of owning Vy Baron security.
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