Voya Retirement Moderate Fund Manager Performance Evaluation
| IRMIX Fund | USD 10.14 0.04 0.40% |
The entity has a beta of 0.0446, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Voya Retirement's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Retirement is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Voya Retirement Moderate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Voya Retirement is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6000 |
Voya |
Voya Retirement Relative Risk vs. Return Landscape
If you would invest 1,018 in Voya Retirement Moderate on September 25, 2024 and sell it today you would lose (4.00) from holding Voya Retirement Moderate or give up 0.39% of portfolio value over 90 days. Voya Retirement Moderate is currently producing negative expected returns and takes up 0.3382% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Voya, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Voya Retirement Current Valuation
Fairly Valued
Today
Please note that Voya Retirement's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Voya Retirement Moderate has a current Real Value of $10.15 per share. The regular price of the fund is $10.14. We determine the value of Voya Retirement Moderate 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 Retirement is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Retirement'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 10.14 | Real 10.15 | Hype 10.14 |
The intrinsic value of Voya Retirement'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 Retirement'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 Retirement Moderate 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 Retirement more accurately as focusing exclusively on Voya Retirement's fundamentals will not take into account other important factors: Voya Retirement Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Retirement's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Retirement Moderate, and traders can use it to determine the average amount a Voya Retirement'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 = -0.0165
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| Negative Returns | IRMIX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voya Retirement 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 Voya Retirement by adding Voya Retirement to a well-diversified portfolio.
Voya Retirement Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Retirement, and Voya Retirement 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.
| Price To Earning | 17.45 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 1.38 X | ||||
| Total Asset | 725.04 M | ||||
About Voya Retirement Performance
Evaluating Voya Retirement's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Retirement 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 Retirement 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 in a combination of other funds according to a model that is intended to reflect an allocation of approximately 38 percent of its assets in equity securities and 62 percent of its assets in debt securities. The actual amount of fund assets invested in equity securities may vary at any time and may range from 35 percent to 65 percent of its assets in equity securities and from 35 percent to 65 percent of its assets in debt securities.Things to note about Voya Retirement Moderate performance evaluation
Checking the ongoing alerts about Voya Retirement for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Retirement Moderate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Voya Retirement generated a negative expected return over the last 90 days |
- Analyzing Voya Retirement'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 Retirement's stock is overvalued or undervalued compared to its peers.
- Examining Voya Retirement'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 Retirement's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Retirement's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Retirement's mutual fund. These opinions can provide insight into Voya Retirement's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Retirement 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 Retirement security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |