Vy Baron Growth Fund Manager Performance Evaluation
| IBCGX Fund | USD 20.80 0.25 1.22% |
The entity owns a Beta (Systematic Risk) of 0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vy Baron's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vy Baron is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Vy Baron Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Vy Baron is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4000 |
IBCGX |
Vy Baron Relative Risk vs. Return Landscape
If you would invest 2,126 in Vy Baron Growth on September 22, 2024 and sell it today you would lose (46.00) from holding Vy Baron Growth or give up 2.16% of portfolio value over 90 days. Vy Baron Growth is currently producing negative expected returns and takes up 0.9232% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than IBCGX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy Baron Current Valuation
Fairly Valued
Today
Please note that Vy Baron's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vy Baron Growth owns a latest Real Value of $20.92 per share. The recent price of the fund is $20.8. We determine the value of Vy Baron Growth 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Vy Baron is currently traded on the exchange, buyers and sellers on that exchange determine the market value of IBCGX Mutual Fund. However, Vy Baron'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 20.8 | Real 20.92 | Hype 20.8 | Naive 20.11 |
The intrinsic value of Vy Baron'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 Vy Baron'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 Vy Baron Growth helps investors to forecast how IBCGX 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 Vy Baron more accurately as focusing exclusively on Vy Baron's fundamentals will not take into account other important factors: Vy Baron Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy Baron's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vy Baron Growth, and traders can use it to determine the average amount a Vy Baron'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 = -0.0325
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IBCGX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vy Baron is not performing at its full potential. However, 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 Vy Baron by adding Vy Baron to a well-diversified portfolio.
Vy Baron Fundamentals Growth
IBCGX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy Baron, and Vy Baron 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 IBCGX Mutual Fund performance.
| Price To Earning | 27.90 X | ||||
| Price To Book | 3.79 X | ||||
| Price To Sales | 2.44 X | ||||
| Total Asset | 427.66 M | ||||
About Vy Baron Performance
Evaluating Vy Baron's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy Baron 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 Vy Baron 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 Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.Things to note about Vy Baron Growth performance evaluation
Checking the ongoing alerts about Vy Baron for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy Baron Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vy Baron Growth generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Vy Baron Growth retains 98.84% of its assets under management (AUM) in equities |
- Analyzing Vy Baron'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 Vy Baron's stock is overvalued or undervalued compared to its peers.
- Examining Vy Baron'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 Vy Baron's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy Baron's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy Baron's mutual fund. These opinions can provide insight into Vy Baron's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in IBCGX Mutual Fund
Vy Baron financial ratios help investors to determine whether IBCGX 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 IBCGX with respect to the benefits of owning Vy Baron security.
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