Ing Evergreen Omega Fund Manager Performance Evaluation
| IEOPX Fund | USD 14.11 0.17 1.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.59, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Ing Evergreen's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ing Evergreen is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ing Evergreen Omega are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ing Evergreen is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2700 |
Ing |
Ing Evergreen Relative Risk vs. Return Landscape
If you would invest 1,390 in Ing Evergreen Omega on November 27, 2024 and sell it today you would earn a total of 21.00 from holding Ing Evergreen Omega or generate 1.51% return on investment over 90 days. Ing Evergreen Omega is currently producing 0.0341% returns and takes up 1.2899% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Ing, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ing Evergreen Current Valuation
Fairly Valued
Today
Please note that Ing Evergreen's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Ing Evergreen Omega retains a regular Real Value of $14.18 per share. The prevalent price of the fund is $14.11. We determine the value of Ing Evergreen Omega from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Ing Evergreen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ing Mutual Fund. However, Ing Evergreen'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 14.11 | Real 14.18 | Hype 14.11 | Naive 13.89 |
The intrinsic value of Ing Evergreen'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 Ing Evergreen'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 Ing Evergreen Omega helps investors to forecast how Ing 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 Ing Evergreen more accurately as focusing exclusively on Ing Evergreen's fundamentals will not take into account other important factors: Ing Evergreen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ing Evergreen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ing Evergreen Omega, and traders can use it to determine the average amount a Ing Evergreen'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 = 0.0264
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IEOPX |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Ing Evergreen is performing at about 2% of its full potential. 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 Ing Evergreen by adding it to a well-diversified portfolio.
Ing Evergreen Fundamentals Growth
Ing Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ing Evergreen, and Ing Evergreen 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 Ing Mutual Fund performance.
| Price To Earning | 1.53 X | ||||
| Price To Book | 4.43 X | ||||
| Price To Sales | 2.40 X | ||||
| Total Asset | 5.14 B | ||||
About Ing Evergreen Performance
Evaluating Ing Evergreen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ing Evergreen 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 Ing Evergreen 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 Portfolio invests at least 80 percent of its net assets in common stocks of large-capitalization companies. It normally invests in companies that the sub-adviser believes have above-average growth prospects. For this Portfolio, the Sub-Adviser defines large-capitalization companies as companies with market capitalizations which fall within the range of companies in the Russell 1000 Growth Index at the time of purchase. The fund is non-diversified.Things to note about Ing Evergreen Omega performance evaluation
Checking the ongoing alerts about Ing Evergreen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ing Evergreen Omega help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.58% of its assets under management (AUM) in equities |
- Analyzing Ing Evergreen'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 Ing Evergreen's stock is overvalued or undervalued compared to its peers.
- Examining Ing Evergreen'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 Ing Evergreen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ing Evergreen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ing Evergreen's mutual fund. These opinions can provide insight into Ing Evergreen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ing Mutual Fund
Ing Evergreen financial ratios help investors to determine whether Ing 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 Ing with respect to the benefits of owning Ing Evergreen security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
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