Index Plus Largecap Fund Market Outlook
| VIPAX Fund | USD 30.02 0.15 0.50% |
Slightly above 62% of Index Plus' investor base is looking to short. The analysis of overall sentiment of trading Index Plus Largecap mutual fund suggests that many investors are alarmed at this time. Index Plus' investing sentiment can be driven by a variety of factors including economic data, Index Plus' earnings reports, geopolitical events, and overall market trends.
Comfort Level 38
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Index Plus' input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Index Plus Largecap.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Index Plus Largecap is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Index Plus Largecap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Index Plus Largecap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Index Plus Advice
The Index recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Index Plus Largecap. Macroaxis does not own or have any residual interests in Index Plus Largecap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Index Plus' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Index Plus Largecap has a Risk Adjusted Performance of 0.0036, Jensen Alpha of (0.05), Total Risk Alpha of (0.06), Sortino Ratio of (0.07) and Treynor Ratio of (0.01)Our investment recommendation module can be used to complement Index Plus Largecap trade recommendations provided by average analyst sentiment. It analyzes the entity's potential to grow using fundamental, technical, data market data available at the time. Please utilize Index Plus Largecap year to date return and last dividend paid to make buy, hold, or sell decision on Index Plus.
Index Plus Trading Alerts and Improvement Suggestions
| The fund keeps 99.89% of its net assets in stocks |
Index Plus Returns Distribution Density
The distribution of Index Plus' historical returns is an attempt to chart the uncertainty of Index Plus' future price movements. The chart of the probability distribution of Index Plus daily returns describes the distribution of returns around its average expected value. We use Index Plus Largecap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Index Plus returns is essential to provide solid investment analysis for Index Plus.
| Mean Return | 0 | Value At Risk | -1.28 | Potential Upside | 1.04 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Index Plus historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Index Plus Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Index Plus or Voya sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Index Plus' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Index fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.72 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | -0.08 |
Index Plus Volatility Alert
Index Plus Largecap has low volatility with Treynor Ratio of -0.01, Maximum Drawdown of 3.72 and kurtosis of 0.6. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Index Plus' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Index Plus' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Index Plus Fundamentals Vs Peers
Comparing Index Plus' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Index Plus' direct or indirect competition across all of the common fundamentals between Index Plus and the related equities. This way, we can detect undervalued stocks with similar characteristics as Index Plus or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Index Plus' fundamental indicators could also be used in its relative valuation, which is a method of valuing Index Plus by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Index Plus to competition |
| Fundamentals | Index Plus | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 0.60 % | 0.39 % |
| One Year Return | 10.96 % | 4.15 % |
| Three Year Return | 19.60 % | 3.60 % |
| Five Year Return | 12.59 % | 3.24 % |
| Ten Year Return | 11.62 % | 1.79 % |
| Net Asset | 1 B | 4.11 B |
| Last Dividend Paid | 0.21 | 0.65 |
| Cash Position Weight | 0.11 % | 10.61 % |
| Equity Positions Weight | 99.89 % | 63.90 % |
Index Plus Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Index . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 30.02 | |||
| Day Typical Price | 30.02 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.15) |
About Index Plus Buy or Sell Advice
When is the right time to buy or sell Index Plus Largecap? Buying financial instruments such as Index Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Index Plus 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 Consumption Thematic Idea Now
Consumption
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 19 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 Consumption Theme or any other thematic opportunities.
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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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |