Vy T Rowe Fund Manager Performance Evaluation
| ITCSX Fund | USD 29.48 0.09 0.31% |
The entity owns a Beta (Systematic Risk) of 0.44, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vy(r) T's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vy(r) T is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Vy T Rowe are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vy(r) T is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8900 |
Vy(r) |
Vy(r) T Relative Risk vs. Return Landscape
If you would invest 2,807 in Vy T Rowe on September 3, 2024 and sell it today you would earn a total of 141.00 from holding Vy T Rowe or generate 5.02% return on investment over 90 days. Vy T Rowe is currently producing 0.0775% returns and takes up 0.4277% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Vy(r), and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy(r) T Current Valuation
Fairly Valued
Today
Please note that Vy(r) T's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vy T Rowe owns a latest Real Value of $29.29 per share. The recent price of the fund is $29.48. We determine the value of Vy T Rowe 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Vy(r) T is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vy(r) Mutual Fund. However, Vy(r) T'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 29.48 | Real 29.29 | Hype 29.48 | Naive 29.53 |
The intrinsic value of Vy(r) T'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 Vy(r) T'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 Vy T Rowe helps investors to forecast how Vy(r) 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 Vy(r) T more accurately as focusing exclusively on Vy(r) T's fundamentals will not take into account other important factors: Vy(r) T Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy(r) T's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vy T Rowe, and traders can use it to determine the average amount a Vy(r) T'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 = 0.1812
| Best Portfolio | Best Equity | |||
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| Cash | ITCSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Vy(r) T is performing at about 14% 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 Vy(r) T by adding it to a well-diversified portfolio.
Vy(r) T Fundamentals Growth
Vy(r) Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy(r) T, and Vy(r) T 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 Vy(r) Mutual Fund performance.
| Price To Earning | 5.24 X | |||
| Price To Book | 3.27 X | |||
| Price To Sales | 1.95 X | |||
| Total Asset | 7.65 B | |||
About Vy(r) T Performance
Evaluating Vy(r) T's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy(r) T 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 Vy(r) T 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.
Under normal market conditions, the Portfolio pursues an active asset allocation strategy whereby investments are allocated among three asset classes equity securities, debt instruments, and money market instruments. The Portfolio invests at least 50 percent of its total assets in common stocks. It may invest up to 15 percent of its total net assets in Rule 144A securities.Things to note about Vy T Rowe performance evaluation
Checking the ongoing alerts about Vy(r) T for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy T Rowe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Vy(r) T's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vy(r) T's mutual fund performance include:- Analyzing Vy(r) T'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 Vy(r) T's stock is overvalued or undervalued compared to its peers.
- Examining Vy(r) T'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 Vy(r) T's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy(r) T's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy(r) T's mutual fund. These opinions can provide insight into Vy(r) T's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) T financial ratios help investors to determine whether Vy(r) 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 Vy(r) with respect to the benefits of owning Vy(r) T security.
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