Voya Capital Allocation Fund Manager Performance Evaluation
| ATLAX Fund | USD 8.50 0.02 0.24% |
The entity has a beta of 0.0537, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Voya Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Capital is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Voya Capital Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Voya Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Five things Mourning Bialecki, Alperin Atlas new fund and how to get a 2004 World Series ring - The Business Journals | 11/19/2024 |
| Expense Ratio Date | 30th of September 2019 | |
| Expense Ratio | 1.1800 |
Voya |
Voya Capital Relative Risk vs. Return Landscape
If you would invest 850.00 in Voya Capital Allocation on September 4, 2024 and sell it today you would earn a total of 0.00 from holding Voya Capital Allocation or generate 0.0% return on investment over 90 days. Voya Capital Allocation is currently producing 8.0E-4% returns and takes up 0.3994% volatility of returns over 90 trading days. Put another way, 3% 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 Capital Current Valuation
Fairly Valued
Today
Please note that Voya Capital's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Voya Capital Allocation has a current Real Value of $8.49 per share. The regular price of the fund is $8.5. We determine the value of Voya Capital Allocation 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Capital'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 8.5 | Real 8.49 | Hype 8.5 | Naive 8.52 |
The intrinsic value of Voya Capital'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 Capital'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 Capital Allocation 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 Capital more accurately as focusing exclusively on Voya Capital's fundamentals will not take into account other important factors: Voya Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Capital Allocation, and traders can use it to determine the average amount a Voya Capital'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 = 0.002
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATLAX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voya Capital 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 Capital by adding Voya Capital to a well-diversified portfolio.
Voya Capital Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Capital, and Voya Capital 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 | 16.70 X | ||||
| Price To Book | 1.83 X | ||||
| Price To Sales | 1.34 X | ||||
| Total Asset | 115.08 M | ||||
About Voya Capital Performance
Evaluating Voya Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Capital 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 Capital 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 invests primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. It normally will invest at least 80 percent of its assets in a diversified portfolio of fixed-income instruments of varying maturities, and normally will maintain an average portfolio duration of negative 3 years to plus 6 years. The fund will generally invest up to 20 percent of its total assets in large capitalization stocks including through the use of passive investments, such as exchange traded funds .Things to note about Voya Capital Allocation performance evaluation
Checking the ongoing alerts about Voya Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Capital Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Five things Mourning Bialecki, Alperin Atlas new fund and how to get a 2004 World Series ring - The Business Journals | |
| The fund generated three year return of -2.0% | |
| Voya Capital Allocation holds about 79.46% of its assets under management (AUM) in fixed income securities |
- Analyzing Voya Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Voya Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Capital's mutual fund. These opinions can provide insight into Voya Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Capital 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 Capital security.
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