Voya Retirement Bond Positions Weight vs. Three Year Return

IRMGX Fund  USD 10.85  0.02  0.18%   
Based on Voya Retirement's profitability indicators, Voya Retirement Moderate 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 Retirement's ability to earn profits and add value for shareholders.
For Voya Retirement profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Voya Retirement to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Voya Retirement Moderate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Voya Retirement's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Voya Retirement Moderate over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Voya Retirement's value and its price as these two are different measures arrived at by different means. Investors typically determine if Voya Retirement is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Voya Retirement'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 Retirement Moderate Three Year Return vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Voya Retirement's current stock value. Our valuation model uses many indicators to compare Voya Retirement value to that of its competitors to determine the firm's financial worth.
Voya Retirement Moderate is currently considered the top fund in bond positions weight among similar funds. It also is currently considered the top fund in three year return among similar funds reporting about  1.76  of Three Year Return per Bond Positions Weight. 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 Retirement's earnings, one of the primary drivers of an investment's value.

Voya Three Year Return vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Voya Retirement

Bond Percentage

 = 

% of Bonds

in the fund

 = 
2.24 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Voya Retirement

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.95 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Voya Three Year Return Comparison

Voya Retirement is currently under evaluation in three year return among similar funds.

Voya Retirement Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Voya Retirement, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Voya Retirement will eventually generate negative long term returns. The profitability progress is the general direction of Voya Retirement's change in net profit over the period of time. It can combine multiple indicators of Voya Retirement, 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 in a combination of underlying funds according to a model that is intended to reflect an allocation of approximately 60 percent of its assets in equity securities and 40 percent of its assets in debt securities. The actual amount of Portfolio assets invested in equity securities may vary at any time and may range from 50 percent to 80 percent of its assets in equity securities and from 20 percent to 50 percent of its assets in debt securities.

Voya Profitability Driver Comparison

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

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

Voya Retirement Pair Trading

Voya Retirement Moderate Pair Trading Analysis

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

In addition to having Voya Retirement 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.

Did You Try This Idea?

Run Precious Metals ETFs Thematic Idea Now

Precious Metals ETFs
Precious Metals ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Precious Metals ETFs theme has 29 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 Precious Metals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Voya Mutual Fund

To fully project Voya Retirement's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Voya Retirement Moderate 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 Retirement's income statement, its balance sheet, and the statement of cash flows.
Potential Voya Retirement investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Voya Retirement investors may work on each financial statement separately, they are all related. The changes in Voya Retirement's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Voya Retirement'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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