Vy Jpmorgan Financials
| IJSIX Fund | USD 17.20 0.21 1.21% |
IJSIX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vy Jpmorgan Fund Summary
Vy Jpmorgan competes with Barings Global, Jhancock Global, Legg Mason, Ab Global, and Ab Global. The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000 Index stocks at the time of purchase.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92914F7693 |
| Business Address | Voya Investors Trust |
| Mutual Fund Family | Voya |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 366 0066 |
| Currency | USD - US Dollar |
Vy Jpmorgan Key Financial Ratios
IJSIX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy Jpmorgan's current stock value. Our valuation model uses many indicators to compare Vy Jpmorgan value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy Jpmorgan competition to find correlations between indicators driving Vy Jpmorgan's intrinsic value. More Info.Vy Jpmorgan Small is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.36 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vy Jpmorgan Small is roughly 2.76 . 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 Vy Jpmorgan's earnings, one of the primary drivers of an investment's value.Vy Jpmorgan Small Systematic Risk
Vy Jpmorgan's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vy Jpmorgan volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Vy Jpmorgan Small correlated with the market. If Beta is less than 0 Vy Jpmorgan generally moves in the opposite direction as compared to the market. If Vy Jpmorgan Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vy Jpmorgan Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vy Jpmorgan is generally in the same direction as the market. If Beta > 1 Vy Jpmorgan moves generally in the same direction as, but more than the movement of the benchmark.
Vy Jpmorgan Thematic Clasifications
Vy Jpmorgan Small is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Vy Jpmorgan Small is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 7.8 Billion. Vy Jpmorgan retains roughly 836.48 Million in net asset claiming about 11% of funds listed under Small Blend category.| Small Growth Funds | View |
Vy Jpmorgan December 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vy Jpmorgan help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vy Jpmorgan Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vy Jpmorgan Small based on widely used predictive technical indicators. In general, we focus on analyzing IJSIX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vy Jpmorgan's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8922 | |||
| Information Ratio | 0.0152 | |||
| Maximum Drawdown | 7.38 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.72 |
Other Information on Investing in IJSIX Mutual Fund
Vy Jpmorgan financial ratios help investors to determine whether IJSIX 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 IJSIX with respect to the benefits of owning Vy Jpmorgan security.
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