Voya Global Equity Fund Manager Performance Evaluation
IGD Fund | USD 5.62 0.06 1.08% |
The entity has a beta of 0.58, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Voya Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Global is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Global Equity are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, Voya Global is not utilizing all of its potentials. The new stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | Trend Tracker for - Stock Traders Daily | 11/05/2024 |
Expense Ratio | 0.9700 |
Voya |
Voya Global Relative Risk vs. Return Landscape
If you would invest 552.00 in Voya Global Equity on August 27, 2024 and sell it today you would earn a total of 10.00 from holding Voya Global Equity or generate 1.81% return on investment over 90 days. Voya Global Equity is generating 0.0317% of daily returns assuming volatility of 0.8573% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Voya, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
Risk |
Voya Global Current Valuation
Fairly Valued
Today
Please note that Voya Global's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Voya Global Equity has a current Real Value of $5.59 per share. The regular price of the fund is $5.62. We determine the value of Voya Global Equity from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
The fair value of the Voya fund is determined by what a typical buyer is willing to pay for full or partial control of Voya Global Equity. Since Voya Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Fund. However, Voya Global'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 5.62 | Real 5.59 | Hype 5.62 | Naive 5.64 |
The real value of Voya Fund, also known as its intrinsic value, is the underlying worth of Voya Global Equity Fund, which is reflected in its stock price. It is based on Voya Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Voya Global'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, or news.
Estimating the potential upside or downside of Voya Global Equity helps investors to forecast how Voya 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 Global more accurately as focusing exclusively on Voya Global's fundamentals will not take into account other important factors: Voya Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Voya Global Equity, and traders can use it to determine the average amount a Voya Global'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 = 0.037
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Negative Returns | IGD |
Estimated Market Risk
0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Voya Global 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 Voya Global by adding it to a well-diversified portfolio.
Voya Global Fundamentals Growth
Voya Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Global, and Voya Global 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 Fund performance.
Return On Equity | 13.31 | ||||
Return On Asset | 1.17 | ||||
Profit Margin | 459.55 % | ||||
Operating Margin | 65.72 % | ||||
Current Valuation | 415.98 M | ||||
Shares Outstanding | 80.73 M | ||||
Price To Earning | 6.22 X | ||||
Price To Book | 0.92 X | ||||
Price To Sales | 27.93 X | ||||
Revenue | 15.69 M | ||||
Cash And Equivalents | 2.2 M | ||||
Cash Per Share | 0.03 X | ||||
Debt To Equity | 0 % | ||||
Book Value Per Share | 5.91 X | ||||
Earnings Per Share | (0.36) X | ||||
Total Asset | 988.68 M | ||||
Retained Earnings | (764.6 M) | ||||
About Voya Global Performance
By analyzing Voya Global's fundamental ratios, stakeholders can gain valuable insights into Voya Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Voya Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Voya Global Equity Dividend and Premium Opportunity Fund is a closed-ended equity mutual fund launched by Voya Investment Management LLC. The fund is co-managed by Voya Investments, LLC and NNIP Advisors B.V. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies having a market capitalization of 1 billion or more. The fund also invests through call options on selected indices, individual securities, andor exchange traded funds. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the MSCI World Index and the Chicago Board Options Exchange BuyWrite Monthly Index. It was formerly known as ING Global Equity Dividend and Premium Opportunity Fund. Voya Global Equity Dividend and Premium Opportunity Fund was formed on March 28, 2005 and is domiciled in the United States.Things to note about Voya Global Equity performance evaluation
Checking the ongoing alerts about Voya Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Voya Global Equity 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: Trend Tracker for - Stock Traders Daily |
- Analyzing Voya Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Voya Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Global's fund. These opinions can provide insight into Voya Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Fund
Voya Global financial ratios help investors to determine whether Voya 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 Global security.
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