Stock Index Fund Manager Performance Evaluation

VSTIX Fund  USD 61.04  0.18  0.29%   
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Stock Index's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stock Index is expected to be smaller as well.

Risk-Adjusted Performance

15 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Stock Index Fund are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Stock Index may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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Expense Ratio0.2300
  

Stock Index Relative Risk vs. Return Landscape

If you would invest  5,644  in Stock Index Fund on September 12, 2024 and sell it today you would earn a total of  460.00  from holding Stock Index Fund or generate 8.15% return on investment over 90 days. Stock Index Fund is currently producing 0.1266% returns and takes up 0.6634% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Stock, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Stock Index is expected to generate 0.9 times more return on investment than the market. However, the company is 1.11 times less risky than the market. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.16 per unit of risk.

Stock Index Current Valuation

Undervalued
Today
61.04
Please note that Stock Index's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Stock Index Fund current Real Value cannot be determined due to lack of data. The regular price of Stock Index Fund is $61.04. We determine the value of Stock Index Fund 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 Stock Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Stock Mutual Fund. However, Stock Index'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  61.04 Real  0.0 Hype  0.0 Naive  61.26
The intrinsic value of Stock Index'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 Stock Index'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.
0.00
Real Value
0.66
Upside
Estimating the potential upside or downside of Stock Index Fund helps investors to forecast how Stock 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 Stock Index more accurately as focusing exclusively on Stock Index's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
59.3260.5661.80
Details
Hype
Prediction
LowEstimatedHigh
0.000.000.66
Details
Naive
Forecast
LowNext ValueHigh
60.6061.2661.93
Details

Stock Index Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Stock Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Stock Index Fund, and traders can use it to determine the average amount a Stock Index'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 = 0.1909

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Estimated Market Risk

 0.66
  actual daily
5
95% of assets are more volatile

Expected Return

 0.13
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.19
  actual daily
15
85% of assets perform better
Based on monthly moving average Stock Index is performing at about 15% 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 Stock Index by adding it to a well-diversified portfolio.

Stock Index Fundamentals Growth

Stock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Stock Index, and Stock Index 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 Stock Mutual Fund performance.

About Stock Index Performance

Evaluating Stock Index's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Stock Index 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 Stock Index 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.
The fund invests, under normal circumstances, at least 80 percent of net assets in stocks that are in the index. In order to generate additional income, the fund may lend portfolio securities to broker-dealers and other financial institutions provided that the value of the loaned securities does not exceed 30 percent of the funds total assets.

Things to note about Stock Index Fund performance evaluation

Checking the ongoing alerts about Stock Index for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Stock Index Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Short Squeezes Are Legal Now - Bloomberg
The fund keeps 99.69% of its net assets in stocks
Evaluating Stock Index's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stock Index's mutual fund performance include:
  • Analyzing Stock Index'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 Stock Index's stock is overvalued or undervalued compared to its peers.
  • Examining Stock Index'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 Stock Index's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stock Index's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Stock Index's mutual fund. These opinions can provide insight into Stock Index's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Stock Index's mutual fund performance is not an exact science, and many factors can impact Stock Index's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Stock Mutual Fund

Stock Index financial ratios help investors to determine whether Stock 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 Stock with respect to the benefits of owning Stock Index security.
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