Voya Midcap Opportunities Fund Manager Performance Evaluation
| VMCRX Fund | USD 6.08 0.06 1.00% |
The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Voya Midcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Midcap is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Midcap Opportunities are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Voya Midcap may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.7500 |
Voya |
Voya Midcap Relative Risk vs. Return Landscape
If you would invest 545.00 in Voya Midcap Opportunities on September 26, 2024 and sell it today you would earn a total of 63.00 from holding Voya Midcap Opportunities or generate 11.56% return on investment over 90 days. Voya Midcap Opportunities is currently producing 0.1811% returns and takes up 1.2163% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Voya, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Voya Midcap Current Valuation
Undervalued
Today
Please note that Voya Midcap's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Voya Midcap Opportunities has a current Real Value of $6.38 per share. The regular price of the fund is $6.08. We determine the value of Voya Midcap Opportunities from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Voya Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Midcap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.08 | Real 6.38 | Hype 6.78 |
The intrinsic value of Voya Midcap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Voya Midcap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Voya Midcap Opportunities helps investors to forecast how Voya mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Voya Midcap more accurately as focusing exclusively on Voya Midcap's fundamentals will not take into account other important factors: Voya Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Midcap Opportunities, and traders can use it to determine the average amount a Voya Midcap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1489
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | VMCRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Voya Midcap is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Voya Midcap by adding it to a well-diversified portfolio.
Voya Midcap Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Midcap, and Voya Midcap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Voya Mutual Fund performance.
| Total Asset | 941.51 M | ||||
About Voya Midcap Performance
Evaluating Voya Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Midcap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Voya Midcap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stock of mid-sized U.S. companies. It normally invests in companies that the sub-adviser believes have above average prospects for growth. For this Portfolio, the Sub-Adviser defines mid-sized companies as those companies with market capitalizations that fall within the range of companies in the Russell Midcap Growth Index at the time of purchase. The Portfolio may invest in real estate-related securities including real estate investment trusts.Things to note about Voya Midcap Opportunities performance evaluation
Checking the ongoing alerts about Voya Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Midcap Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 96.35% of its net assets in stocks |
- Analyzing Voya Midcap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Voya Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Voya Midcap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Voya Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Midcap's mutual fund. These opinions can provide insight into Voya Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Midcap financial ratios help investors to determine whether Voya 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 Voya with respect to the benefits of owning Voya Midcap security.
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