Voya Cbre One Year Return vs. Year To Date Return

VCRIX Fund  USD 13.54  0.08  0.59%   
Based on the measurements of profitability obtained from Voya Cbre's financial statements, Voya Cbre Global may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Voya Cbre's ability to earn profits and add value for shareholders.
For Voya Cbre profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Voya Cbre to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Voya Cbre Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Voya Cbre's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Voya Cbre Global over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Voya Cbre's value and its price as these two are different measures arrived at by different means. Investors typically determine if Voya Cbre is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Voya Cbre's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Voya Cbre Global Year To Date Return vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Voya Cbre's current stock value. Our valuation model uses many indicators to compare Voya Cbre value to that of its competitors to determine the firm's financial worth.
Voya Cbre Global is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about  0.80  of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Voya Cbre Global is roughly  1.25 . 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 Cbre's earnings, one of the primary drivers of an investment's value.

Voya Year To Date Return vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Voya Cbre

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
15.74 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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.

Voya Cbre

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
12.61 %
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.

Voya Year To Date Return Comparison

Voya Cbre is currently under evaluation in year to date return among similar funds.

Voya Cbre Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Voya Cbre, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Voya Cbre will eventually generate negative long term returns. The profitability progress is the general direction of Voya Cbre's change in net profit over the period of time. It can combine multiple indicators of Voya Cbre, 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 fund invests at least 80 percent of its net assets in securities issued by infrastructure companies. The Sub-Adviser expects to invest primarily in equity securities of companies located in a number of different countries, including the United States. The fund invests primarily in common stock, but may also invest in other equity securities including preferred stocks, convertible securities, rights or warrants to buy common stocks, and depositary receipts with characteristics similar to common stock.

Voya Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Voya Cbre. 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 Cbre 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 Cbre's important profitability drivers and their relationship over time.

Use Voya Cbre 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 Cbre 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 Cbre will appreciate offsetting losses from the drop in the long position's value.

Voya Cbre Pair Trading

Voya Cbre Global Pair Trading Analysis

The ability to find closely correlated positions to Voya Cbre 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 Cbre 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 Cbre - 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 Cbre Global to buy it.
The correlation of Voya Cbre 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 Cbre moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Voya Cbre Global 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 Cbre 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Voya Cbre position

In addition to having Voya Cbre 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.

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Investment Grade ETFs
Investment Grade ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 263 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 Investment Grade ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Voya Mutual Fund

To fully project Voya Cbre's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Voya Cbre Global at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Voya Cbre's income statement, its balance sheet, and the statement of cash flows.
Potential Voya Cbre investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Voya Cbre investors may work on each financial statement separately, they are all related. The changes in Voya Cbre's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Voya Cbre's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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