Vest Sp500 Div Fund Manager Performance Evaluation
| KNGRX Fund | 12.54 0.00 0.00% |
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Vest Sp500 are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Vest Sp500 Div has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vest Sp500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreVest |
Vest Sp500 Relative Risk vs. Return Landscape
If you would invest 1,254 in Vest Sp500 Div on September 16, 2024 and sell it today you would earn a total of 0.00 from holding Vest Sp500 Div or generate 0.0% return on investment over 90 days. Vest Sp500 Div is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Vest, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vest Sp500 Current Valuation
Fairly Valued
Today
Please note that Vest Sp500's price fluctuation is very steady at this time. Vest Sp500 Div has a current Real Value of USD12.54 per share. The regular price of the fund is USD12.54. Our model measures the value of Vest Sp500 Div from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Vest Sp500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vest Mutual Fund. However, Vest Sp500'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 12.54 | Real 12.54 | Hype 12.54 | Naive 12.54 |
The intrinsic value of Vest Sp500'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 Vest Sp500'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 Vest Sp500 Div helps investors to forecast how Vest 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 Vest Sp500 more accurately as focusing exclusively on Vest Sp500's fundamentals will not take into account other important factors: Vest Sp500 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vest Sp500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vest Sp500 Div, and traders can use it to determine the average amount a Vest Sp500'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 = 0.0
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| KNGRX |
Based on monthly moving average Vest Sp500 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 Vest Sp500 by adding Vest Sp500 to a well-diversified portfolio.
About Vest Sp500 Performance
Evaluating Vest Sp500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vest Sp500 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 Vest Sp500 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 employs an investment approach designed to track the performance of the index before fees and expenses. The index is designed with the primary goal of generating an annualized level of income that is approximately 10 percent over the annual dividend yield of the SP 500 Index and a secondary goal of generating price returns that are proportional to the price returns of the SP 500 Index.Things to note about Vest Sp500 Div performance evaluation
Checking the ongoing alerts about Vest Sp500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vest Sp500 Div help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vest Sp500 Div generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Vest Sp500'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 Vest Sp500's stock is overvalued or undervalued compared to its peers.
- Examining Vest Sp500'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 Vest Sp500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vest Sp500's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vest Sp500's mutual fund. These opinions can provide insight into Vest Sp500's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vest Mutual Fund
Vest Sp500 financial ratios help investors to determine whether Vest 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 Vest with respect to the benefits of owning Vest Sp500 security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |