Voya Smallcap Opportunities Fund Manager Performance Evaluation
| VRSCX Fund | USD 25.87 0.13 0.51% |
The entity has a beta of 1.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Voya Smallcap will likely underperform.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Smallcap Opportunities are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Voya Smallcap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.8600 |
VOYA |
Voya Smallcap Relative Risk vs. Return Landscape
If you would invest 2,241 in Voya Smallcap Opportunities on September 3, 2024 and sell it today you would earn a total of 346.00 from holding Voya Smallcap Opportunities or generate 15.44% return on investment over 90 days. Voya Smallcap Opportunities is currently producing 0.2318% returns and takes up 1.2157% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than VOYA, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Voya Smallcap Current Valuation
Undervalued
Today
Please note that Voya Smallcap's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be undervalued. Voya Smallcap Opport has a current Real Value of $3.53 per share. The regular price of the fund is $25.87. We determine the value of Voya Smallcap Opport 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 Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VOYA Mutual Fund. However, Voya Smallcap'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 25.87 | Real 3.53 | Hype 0.0 | Naive 26.16 |
The intrinsic value of Voya Smallcap'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 Smallcap'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 Smallcap Opportunities 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 Smallcap more accurately as focusing exclusively on Voya Smallcap's fundamentals will not take into account other important factors: Voya Smallcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Smallcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Smallcap Opportunities, and traders can use it to determine the average amount a Voya Smallcap'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 = 0.1907
| Best Portfolio | Best Equity | |||
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| Small Returns | VRSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Voya Smallcap 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 Smallcap by adding it to a well-diversified portfolio.
Voya Smallcap Fundamentals Growth
VOYA Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Smallcap, and Voya Smallcap 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.
| Total Asset | 313.99 M | |||
About Voya Smallcap Performance
Evaluating Voya Smallcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Smallcap 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 Smallcap 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 fund normally invests at least 80 percent of its net assets in common stock of smaller, lesser-known U.S. companies. The Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies in the Russell 2000 Growth Index at the time of purchase. It may at times invest a significant portion of its assets in specific sectors of the economy, such as in the technology and health care sectors, respectively.Things to note about Voya Smallcap Opport performance evaluation
Checking the ongoing alerts about Voya Smallcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Smallcap Opport 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 97.38% of its net assets in stocks |
- Analyzing Voya Smallcap'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 Smallcap's stock is overvalued or undervalued compared to its peers.
- Examining Voya Smallcap'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 Smallcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Smallcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Smallcap's mutual fund. These opinions can provide insight into Voya Smallcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in VOYA Mutual Fund
Voya Smallcap 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 Smallcap security.
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