Voya Large Cap Growth Fund Manager Performance Evaluation
| VGOSX Fund | USD 62.26 0.51 0.83% |
The entity has a beta of 0.88, which indicates possible diversification benefits within a given portfolio. Voya Large-cap returns are very sensitive to returns on the market. As the market goes up or down, Voya Large-cap is expected to follow.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Large Cap Growth are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Voya Large-cap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.5500 |
Voya |
Voya Large-cap Relative Risk vs. Return Landscape
If you would invest 5,512 in Voya Large Cap Growth on September 1, 2024 and sell it today you would earn a total of 714.00 from holding Voya Large Cap Growth or generate 12.95% return on investment over 90 days. Voya Large Cap Growth is currently producing 0.1955% returns and takes up 1.0025% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Voya, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Voya Large-cap Current Valuation
Overvalued
Today
Please note that Voya Large-cap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Voya Large Cap has a current Real Value of $56.03 per share. The regular price of the fund is $62.26. We determine the value of Voya Large Cap 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 Large-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Large-cap'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 62.26 | Real 56.03 | Hype 62.26 | Naive 62.02 |
The intrinsic value of Voya Large-cap'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 Large-cap'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 Large Cap Growth 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 Large-cap more accurately as focusing exclusively on Voya Large-cap's fundamentals will not take into account other important factors: Voya Large-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Large-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Large Cap Growth, and traders can use it to determine the average amount a Voya Large-cap'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 = 0.195
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Voya Large-cap is performing at about 15% 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 Large-cap by adding it to a well-diversified portfolio.
Voya Large-cap Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Large-cap, and Voya Large-cap 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 | 3.33 X | ||||
| Total Asset | 869.45 M | ||||
About Voya Large-cap Performance
Evaluating Voya Large-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Large-cap 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 Large-cap 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 fund invests at least 80 percent of its net assets in common stocks of large-capitalization companies. For this fund, the Sub-Adviser defines large-capitalization companies as companies with market capitalizations that fall within the range of companies within the Russell 1000 Growth Index at the time of purchase. The fund may also invest in derivative instruments, which include, index futures and options to hedge against market risk or to enhance returns. It may also invest up to 25 percent of its assets in foreign securities. The fund is non-diversified.Things to note about Voya Large Cap performance evaluation
Checking the ongoing alerts about Voya Large-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 97.23% of its net assets in stocks |
- Analyzing Voya Large-cap'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 Large-cap's stock is overvalued or undervalued compared to its peers.
- Examining Voya Large-cap'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 Large-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Large-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Large-cap's mutual fund. These opinions can provide insight into Voya Large-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Large-cap 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 Large-cap security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |