Voya Equity Trust Fund Year To Date Return
Voya Equity Trust fundamentals help investors to digest information that contributes to Voya Equity's financial success or failures. It also enables traders to predict the movement of Voya Mutual Fund. The fundamental analysis module provides a way to measure Voya Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Voya Equity mutual fund.
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Voya Equity Trust Mutual Fund Year To Date Return Analysis
Voya Equity's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAs per the company's disclosures, Voya Equity Trust has a Year To Date Return of 0.0%. This indicator is about the same for the Voya average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Voya Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Voya Equity's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Voya Equity could also be used in its relative valuation, which is a method of valuing Voya Equity by comparing valuation metrics of similar companies.Voya Equity is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Voya Equity
The fund consists of 98.96% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Voya Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Voya Fundamentals
| Price To Earning | 14.52 X | |||
| Market Capitalization | 153.12 M | |||
| Total Asset | 217.36 M | |||
| Annual Yield | 0.02 % | |||
| One Year Return | (10.70) % | |||
| Three Year Return | 19.26 % | |||
| Five Year Return | 1.29 % | |||
| Net Asset | 93.93 M | |||
| Last Dividend Paid | 0.11 | |||
| Cash Position Weight | 1.04 % | |||
| Equity Positions Weight | 98.96 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios. 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 main economic indicators. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Other Consideration for investing in Voya Mutual Fund
If you are still planning to invest in Voya Equity Trust check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Voya Equity's history and understand the potential risks before investing.
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