Voya Solution 2045 Fund Manager Performance Evaluation

ISPDX Fund  USD 10.45  0.05  0.48%   
The entity has a beta of 0.49, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Voya Solution's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Solution is expected to be smaller as well.

Risk-Adjusted Performance

13 of 100

 
Weak
 
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Solution 2045 are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Voya Solution is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio1.1500
  

Voya Solution Relative Risk vs. Return Landscape

If you would invest  980.00  in Voya Solution 2045 on September 5, 2024 and sell it today you would earn a total of  60.00  from holding Voya Solution 2045 or generate 6.12% return on investment over 90 days. Voya Solution 2045 is currently producing 0.0959% returns and takes up 0.5521% volatility of returns over 90 trading days. Put another way, 4% 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  
Assuming the 90 days horizon Voya Solution is expected to generate 1.65 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.35 times less risky than the market. It trades about 0.17 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 of returns per unit of risk over similar time horizon.

Voya Solution Current Valuation

Fairly Valued
Today
10.45
Please note that Voya Solution's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Voya Solution 2045 has a current Real Value of $10.32 per share. The regular price of the fund is $10.45. We determine the value of Voya Solution 2045 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 Solution is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Solution'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  10.45 Real  10.32 Hype  10.4 Naive  10.45
The intrinsic value of Voya Solution'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 Solution'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.
10.32
Real Value
10.87
Upside
Estimating the potential upside or downside of Voya Solution 2045 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 Solution more accurately as focusing exclusively on Voya Solution's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.2010.2910.38
Details
Hype
Prediction
LowEstimatedHigh
9.8510.4010.95
Details
Naive
Forecast
LowNext ValueHigh
9.9010.4511.00
Details

Voya Solution Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Solution's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Solution 2045, and traders can use it to determine the average amount a Voya Solution'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 = 0.1736

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Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.1
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.17
  actual daily
13
87% of assets perform better
Based on monthly moving average Voya Solution is performing at about 13% 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 Solution by adding it to a well-diversified portfolio.

Voya Solution Fundamentals Growth

Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Solution, and Voya Solution 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.

About Voya Solution Performance

Evaluating Voya Solution's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Solution 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 Solution 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 primarily in a combination of underlying funds, which are actively managed funds or passively managed funds . The underlying funds may or may not be affiliated with the investment adviser. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other fixed-income instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2045.

Things to note about Voya Solution 2045 performance evaluation

Checking the ongoing alerts about Voya Solution for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Solution 2045 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 94.07% of its assets under management (AUM) in equities
Evaluating Voya Solution's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Voya Solution's mutual fund performance include:
  • Analyzing Voya Solution'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 Solution's stock is overvalued or undervalued compared to its peers.
  • Examining Voya Solution'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 Solution's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Solution's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Voya Solution's mutual fund. These opinions can provide insight into Voya Solution's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Voya Solution's mutual fund performance is not an exact science, and many factors can impact Voya Solution's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Voya Mutual Fund

Voya Solution 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 Solution security.
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