Index Plus Largecap Fund Manager Performance Evaluation
| VIPAX Fund | USD 30.47 0.09 0.30% |
The fund retains a Market Volatility (i.e., Beta) of 0.87, which attests to possible diversification benefits within a given portfolio. Index Plus returns are very sensitive to returns on the market. As the market goes up or down, Index Plus is expected to follow.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Index Plus Largecap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Index Plus may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.0500 |
Index |
Index Plus Relative Risk vs. Return Landscape
If you would invest 2,750 in Index Plus Largecap on September 4, 2024 and sell it today you would earn a total of 297.00 from holding Index Plus Largecap or generate 10.8% return on investment over 90 days. Index Plus Largecap is currently producing 0.163% returns and takes up 0.7362% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Index, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Index Plus Current Valuation
Undervalued
Today
Please note that Index Plus' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Index Plus Largecap retains a regular Real Value of $33.36 per share. The prevalent price of the fund is $30.47. We determine the value of Index Plus Largecap 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 Index Plus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Index Mutual Fund. However, Index Plus' 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 30.47 | Real 33.36 | Hype 30.47 | Naive 30.5 |
The intrinsic value of Index Plus' 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 Index Plus' 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 Index Plus Largecap helps investors to forecast how Index 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 Index Plus more accurately as focusing exclusively on Index Plus' fundamentals will not take into account other important factors: Index Plus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Index Plus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Index Plus Largecap, and traders can use it to determine the average amount a Index Plus' 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 = 0.2215
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VIPAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Index Plus is performing at about 17% 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 Index Plus by adding it to a well-diversified portfolio.
Index Plus Fundamentals Growth
Index Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Index Plus, and Index Plus 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 Index Mutual Fund performance.
| Total Asset | 683.34 M | ||||
About Index Plus Performance
Evaluating Index Plus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Index Plus 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 Index Plus 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 invests at least 80 percent of its net assets in securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by SP Global Ratings.Things to note about Index Plus Largecap performance evaluation
Checking the ongoing alerts about Index Plus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Index Plus Largecap 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 99.89% of its net assets in stocks |
- Analyzing Index Plus' 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 Index Plus' stock is overvalued or undervalued compared to its peers.
- Examining Index Plus' 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 Index Plus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Index Plus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Index Plus' mutual fund. These opinions can provide insight into Index Plus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Index Mutual Fund
Index Plus financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Plus security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |