Voya Balanced Cash Position Weight vs. Three Year Return
| IBPSXDelisted Fund | USD 13.85 0.00 0.00% |
For Voya Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Voya Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Voya Balanced Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Voya Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Voya Balanced Portfolio over time as well as its relative position and ranking within its peers.
Voya |
Voya Balanced Portfolio Three Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Voya Balanced's current stock value. Our valuation model uses many indicators to compare Voya Balanced value to that of its competitors to determine the firm's financial worth. Voya Balanced Portfolio is currently considered the top fund in cash position weight among similar funds. It also is currently considered the top fund in three year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Voya Balanced's earnings, one of the primary drivers of an investment's value.Voya Three Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Voya Balanced |
| = | (0.77) % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Voya Balanced |
| = | 6.20 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Voya Three Year Return Comparison
Voya Balanced is currently under evaluation in three year return among similar funds.
Voya Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Voya Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Voya Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Voya Balanced's change in net profit over the period of time. It can combine multiple indicators of Voya Balanced, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser . VOYA Balanced is traded on NASDAQ Exchange in the United States.
Voya Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Voya Balanced. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Voya Balanced position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Voya Balanced's important profitability drivers and their relationship over time.
Use Voya Balanced in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Voya Balanced position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Voya Balanced will appreciate offsetting losses from the drop in the long position's value.Voya Balanced Pair Trading
Voya Balanced Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Voya Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Voya Balanced when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Voya Balanced - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Voya Balanced Portfolio to buy it.
The correlation of Voya Balanced is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Voya Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Voya Balanced Portfolio moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Voya Balanced can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Voya Balanced position
In addition to having Voya Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis 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 state. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Voya Mutual Fund
If you are still planning to invest in Voya Balanced Portfolio 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 Balanced's history and understand the potential risks before investing.
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