Vy T Rowe Fund Manager Performance Evaluation
| IAXIX Fund | USD 10.38 0.26 4.83% |
The entity owns a Beta (Systematic Risk) of 1.14, which indicates a somewhat significant risk relative to the market. Vy T returns are very sensitive to returns on the market. As the market goes up or down, Vy T is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vy T Rowe are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Vy T may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8000 |
IAXIX |
Vy T Relative Risk vs. Return Landscape
If you would invest 1,063 in Vy T Rowe on September 21, 2024 and sell it today you would earn a total of 107.00 from holding Vy T Rowe or generate 10.07% return on investment over 90 days. Vy T Rowe is currently producing 0.1562% returns and takes up 1.1219% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than IAXIX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy T Current Valuation
Undervalued
Today
Please note that Vy T's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Vy T Rowe owns a latest Real Value of $12.7 per share. The recent price of the fund is $11.7. We determine the value of Vy T Rowe 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 T is currently traded on the exchange, buyers and sellers on that exchange determine the market value of IAXIX Mutual Fund. However, Vy T'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 11.7 | Real 12.7 | Hype 11.7 | Naive 11.32 |
The intrinsic value of Vy T'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 T'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 T Rowe helps investors to forecast how IAXIX 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 T more accurately as focusing exclusively on Vy T's fundamentals will not take into account other important factors: Vy T Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy T's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vy T Rowe, and traders can use it to determine the average amount a Vy T'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 = 0.1392
| Best Portfolio | Best Equity | |||
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| Small Returns | IAXIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Vy T is performing at about 10% of its full potential. 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 T by adding it to a well-diversified portfolio.
Vy T Fundamentals Growth
IAXIX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy T, and Vy T 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 IAXIX Mutual Fund performance.
| Price To Earning | 24.02 X | ||||
| Price To Book | 3.91 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 1.1 B | ||||
About Vy T Performance
Evaluating Vy T's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy T 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 T 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 at least 80 percent of its net assets in the equity securities of companies having a market capitalization within the range of companies in the Russell Midcap Growth Index or the SP MidCap 400 Index at the time of purchase. Vy T is traded on NASDAQ Exchange in the United States.Things to note about Vy T Rowe performance evaluation
Checking the ongoing alerts about Vy T for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy T Rowe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.81% of its assets under management (AUM) in equities |
- Analyzing Vy T'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 T's stock is overvalued or undervalued compared to its peers.
- Examining Vy T'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 T's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy T's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy T's mutual fund. These opinions can provide insight into Vy T's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in IAXIX Mutual Fund
Vy T financial ratios help investors to determine whether IAXIX 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 IAXIX with respect to the benefits of owning Vy T security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |