Vy Oppenheimer Global Fund Manager Performance Evaluation
| IOGPX Fund | USD 6.95 0.07 1.02% |
The entity owns a Beta (Systematic Risk) of -0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vy Oppenheimer are expected to decrease at a much lower rate. During the bear market, Vy Oppenheimer is likely to outperform the market.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Vy Oppenheimer Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.1500 |
IOGPX |
Vy Oppenheimer Relative Risk vs. Return Landscape
If you would invest 855.00 in Vy Oppenheimer Global on September 25, 2024 and sell it today you would lose (160.00) from holding Vy Oppenheimer Global or give up 18.71% of portfolio value over 90 days. Vy Oppenheimer Global is currently producing negative expected returns and takes up 2.7259% volatility of returns over 90 trading days. Put another way, 24% of traded mutual funds are less volatile than IOGPX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy Oppenheimer Current Valuation
Overvalued
Today
Please note that Vy Oppenheimer's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Vy Oppenheimer Global owns a latest Real Value of $6.54 per share. The recent price of the fund is $6.95. We determine the value of Vy Oppenheimer Global 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 Oppenheimer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of IOGPX Mutual Fund. However, Vy Oppenheimer'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 6.95 | Real 6.54 | Hype 6.95 |
The intrinsic value of Vy Oppenheimer'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 Oppenheimer'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 Oppenheimer Global helps investors to forecast how IOGPX 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 Oppenheimer more accurately as focusing exclusively on Vy Oppenheimer's fundamentals will not take into account other important factors: Vy Oppenheimer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy Oppenheimer's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vy Oppenheimer Global, and traders can use it to determine the average amount a Vy Oppenheimer'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 = -0.1051
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| Negative Returns | IOGPX |
Estimated Market Risk
| 2.73 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vy Oppenheimer 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 Oppenheimer by adding Vy Oppenheimer to a well-diversified portfolio.
Vy Oppenheimer Fundamentals Growth
IOGPX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy Oppenheimer, and Vy Oppenheimer 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 IOGPX Mutual Fund performance.
| Price To Earning | 18.38 X | ||||
| Price To Book | 2.01 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 1.01 B | ||||
About Vy Oppenheimer Performance
Evaluating Vy Oppenheimer's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy Oppenheimer 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 Oppenheimer 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 mainly in common stocks of U.S. and foreign companies and normally will invest in at least three countries. It is not required to allocate any set percentage of its investments in any particular country and can invest, without limit, in foreign securities of any country, including countries with developing or emerging markets. The Portfolio may invest in real estate-related securities, including real estate investment trusts .Things to note about Vy Oppenheimer Global performance evaluation
Checking the ongoing alerts about Vy Oppenheimer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy Oppenheimer Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vy Oppenheimer generated a negative expected return over the last 90 days | |
| The fund retains 99.22% of its assets under management (AUM) in equities |
- Analyzing Vy Oppenheimer'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 Oppenheimer's stock is overvalued or undervalued compared to its peers.
- Examining Vy Oppenheimer'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 Oppenheimer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy Oppenheimer's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy Oppenheimer's mutual fund. These opinions can provide insight into Vy Oppenheimer's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in IOGPX Mutual Fund
Vy Oppenheimer financial ratios help investors to determine whether IOGPX 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 IOGPX with respect to the benefits of owning Vy Oppenheimer security.
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