Vy Columbia Financials
| VYRDX Fund | USD 16.26 0.31 1.87% |
VYRDX |
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 Columbia Fund Summary
Vy Columbia competes with Glg Intl, Transamerica International, Ab Small, Small-midcap Dividend, and Needham Small. Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000 Value Index , at the time of purchase, that the sub-adviser believes are undervalued and have the potential for long-term growth.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Voya Partners |
| Mutual Fund Family | Voya |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 262 3862 |
| Currency | USD - US Dollar |
Vy Columbia Key Financial Ratios
VYRDX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy Columbia's current stock value. Our valuation model uses many indicators to compare Vy Columbia value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy Columbia competition to find correlations between indicators driving Vy Columbia's intrinsic value. More Info.Vy Columbia Small is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 107.08 of Year To Date Return per Annual Yield. 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 Columbia's earnings, one of the primary drivers of an investment's value.Vy Columbia Small Systematic Risk
Vy Columbia's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vy Columbia 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 sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Vy Columbia Small correlated with the market. If Beta is less than 0 Vy Columbia generally moves in the opposite direction as compared to the market. If Vy Columbia Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vy Columbia Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vy Columbia is generally in the same direction as the market. If Beta > 1 Vy Columbia moves generally in the same direction as, but more than the movement of the benchmark.
Vy Columbia Thematic Clasifications
Vy Columbia Small is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Vy Columbia Small is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 5.32 Billion. Vy Columbia holds roughly 203.95 Million in net asset claiming about 4% of funds listed under Small Value category.| Small Growth Funds | View |
Vy Columbia March 4, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vy Columbia help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vy Columbia Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vy Columbia Small based on widely used predictive technical indicators. In general, we focus on analyzing VYRDX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vy Columbia's daily price indicators and compare them against related drivers.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 5.62 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 1.43 |
Other Information on Investing in VYRDX Mutual Fund
Vy Columbia financial ratios help investors to determine whether VYRDX 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 VYRDX with respect to the benefits of owning Vy Columbia security.
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