Index Plus Financials
| VIPAX Fund | USD 30.38 0.17 0.56% |
Index |
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.
Index Plus Fund Summary
Index Plus competes with Virtus Real, Deutsche Real, Fidelity Real, Dunham Real, and Franklin Real. Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by SP Global Ratings.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Voya Investments |
| Mutual Fund Family | Voya |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 0180 |
| Currency | USD - US Dollar |
Index Plus Key Financial Ratios
Index Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Index Plus's current stock value. Our valuation model uses many indicators to compare Index Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Index Plus competition to find correlations between indicators driving Index Plus's intrinsic value. More Info.Index Plus Largecap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 6,423 of Year To Date Return per Annual Yield. 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 Index Plus' earnings, one of the primary drivers of an investment's value.Index Plus Largecap Systematic Risk
Index Plus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Index Plus 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 output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Index Plus Largecap correlated with the market. If Beta is less than 0 Index Plus generally moves in the opposite direction as compared to the market. If Index Plus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Index Plus Largecap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Index Plus is generally in the same direction as the market. If Beta > 1 Index Plus moves generally in the same direction as, but more than the movement of the benchmark.
Index Plus November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Index Plus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Index Plus Largecap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Index Plus Largecap based on widely used predictive technical indicators. In general, we focus on analyzing Index Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Index Plus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8312 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.16 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Index Mutual Fund
Index Plus financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Plus security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |