Voya Global Perspectives Fund Manager Performance Evaluation
| IPARX Fund | USD 8.73 0.03 0.34% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Voya Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Global is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Voya Global Perspectives has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Voya Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 1.0900 |
Voya |
Voya Global Relative Risk vs. Return Landscape
If you would invest 897.00 in Voya Global Perspectives on September 24, 2024 and sell it today you would lose (24.00) from holding Voya Global Perspectives or give up 2.68% of portfolio value over 90 days. Voya Global Perspectives is currently producing negative expected returns and takes up 0.4968% volatility of returns over 90 trading days. Put another way, 4% 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 Global Current Valuation
Fairly Valued
Today
Please note that Voya Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Voya Global Perspectives has a current Real Value of $8.78 per share. The regular price of the fund is $8.73. We determine the value of Voya Global Perspectives 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Global'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 8.73 | Real 8.78 | Hype 8.73 | Naive 8.53 |
The intrinsic value of Voya Global'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 Global'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 Global Perspectives 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 Global more accurately as focusing exclusively on Voya Global's fundamentals will not take into account other important factors: Voya Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Global Perspectives, and traders can use it to determine the average amount a Voya Global'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 = -0.0828
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| Negative Returns | IPARX |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voya Global 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 Global by adding Voya Global to a well-diversified portfolio.
Voya Global Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Global, and Voya Global 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 | 17.93 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 1.50 X | ||||
| Total Asset | 97.55 M | ||||
About Voya Global Performance
Evaluating Voya Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Global 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 Global 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 normally invests the assets of the portfolio in a combination of underlying funds that invest directly in securities . The underlying funds will invest in the securities of issuers in a number of different countries, one of which may be the United States. Normally approximately 60 percent of the funds net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40 percent of the funds net assets will be allocated to underlying funds that predominantly invest in debt instruments, including U.S. government securities and money market instruments.Things to note about Voya Global Perspectives performance evaluation
Checking the ongoing alerts about Voya Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Global Perspectives help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Voya Global generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Stifel Financial Corp Cuts Stock Holdings in Inter Parfums, Inc. - MarketBeat | |
| The fund retains about 36.87% of its assets under management (AUM) in fixed income securities |
- Analyzing Voya Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Voya Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Global's mutual fund. These opinions can provide insight into Voya Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Global 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 Global security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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