Vy Jpmorgan Small Fund Buy Hold or Sell Recommendation
| IJSIX Fund | USD 16.43 0.07 0.42% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Vy Jpmorgan Small is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Vy Jpmorgan Small given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Vy Jpmorgan Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Vy Jpmorgan Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as IJSIX and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Vy Jpmorgan Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
IJSIX |
Execute Vy Jpmorgan Buy or Sell Advice
The IJSIX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Vy Jpmorgan Small. Macroaxis does not own or have any residual interests in Vy Jpmorgan Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vy Jpmorgan's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Vy Jpmorgan Trading Alerts and Improvement Suggestions
| Vy Jpmorgan Small generated a negative expected return over the last 90 days | |
| The fund retains 98.05% of its assets under management (AUM) in equities |
Vy Jpmorgan Returns Distribution Density
The distribution of Vy Jpmorgan's historical returns is an attempt to chart the uncertainty of Vy Jpmorgan's future price movements. The chart of the probability distribution of Vy Jpmorgan daily returns describes the distribution of returns around its average expected value. We use Vy Jpmorgan Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vy Jpmorgan returns is essential to provide solid investment advice for Vy Jpmorgan.
| Mean Return | -0.02 | Value At Risk | -1.54 | Potential Upside | 1.57 | Standard Deviation | 1.21 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Vy Jpmorgan historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Vy Jpmorgan Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Vy Jpmorgan or Voya sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Vy Jpmorgan's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a IJSIX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 1.36 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | -0.05 |
Vy Jpmorgan Volatility Alert
Vy Jpmorgan Small exhibits very low volatility with skewness of 1.16 and kurtosis of 8.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vy Jpmorgan's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vy Jpmorgan's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Vy Jpmorgan Fundamentals Vs Peers
Comparing Vy Jpmorgan's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Vy Jpmorgan's direct or indirect competition across all of the common fundamentals between Vy Jpmorgan and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vy Jpmorgan or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Vy Jpmorgan's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vy Jpmorgan by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Vy Jpmorgan to competition |
| Fundamentals | Vy Jpmorgan | Peer Average |
| Price To Earning | 5.65 X | 6.53 X |
| Price To Book | 2.05 X | 0.74 X |
| Price To Sales | 0.88 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 16.89 % | 0.39 % |
| One Year Return | 20.86 % | 4.15 % |
| Three Year Return | 4.03 % | 3.60 % |
| Five Year Return | 8.81 % | 3.24 % |
| Ten Year Return | 10.63 % | 1.79 % |
| Net Asset | 836.48 M | 4.11 B |
| Last Dividend Paid | 0.08 | 0.65 |
| Cash Position Weight | 1.95 % | 10.61 % |
| Equity Positions Weight | 98.05 % | 63.90 % |
Vy Jpmorgan Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as IJSIX . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 16.43 | |||
| Day Typical Price | 16.43 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
About Vy Jpmorgan Buy or Sell Advice
When is the right time to buy or sell Vy Jpmorgan Small? Buying financial instruments such as IJSIX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in IJSIX Mutual Fund
Vy Jpmorgan financial ratios help investors to determine whether IJSIX 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 IJSIX with respect to the benefits of owning Vy Jpmorgan security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |