Voya Target Retirement Fund Manager Performance Evaluation
| VTRMX Fund | USD 15.55 0.03 0.19% |
The entity has a beta of 0.0707, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Voya Target's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Target is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Target Retirement are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Voya Target is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6500 |
Voya |
Voya Target Relative Risk vs. Return Landscape
If you would invest 1,478 in Voya Target Retirement on September 12, 2024 and sell it today you would earn a total of 77.00 from holding Voya Target Retirement or generate 5.21% return on investment over 90 days. Voya Target Retirement is currently producing 0.0822% returns and takes up 0.5575% 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 |
Voya Target Current Valuation
Fairly Valued
Today
Please note that Voya Target's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Voya Target Retirement has a current Real Value of $15.47 per share. The regular price of the fund is $15.55. We determine the value of Voya Target Retirement 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 Target is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Target'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 15.55 | Real 15.47 | Hype 15.55 | Naive 15.64 |
The intrinsic value of Voya Target'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 Target'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 Target Retirement 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 Target more accurately as focusing exclusively on Voya Target's fundamentals will not take into account other important factors: Voya Target Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Target's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Target Retirement, and traders can use it to determine the average amount a Voya Target'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 = 0.1474
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | VTRMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Voya Target is performing at about 11% 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 Target by adding it to a well-diversified portfolio.
Voya Target Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Target, and Voya Target 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 | 41 M | |||
About Voya Target Performance
Evaluating Voya Target's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Target 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 Target 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 invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the fund uses an asset allocation strategy designed for investors expecting to retire around the year 2045. The funds current approximate target investment allocation among the underlying funds is as follows 82 percent in equity securities and 18 percent in debt instruments.Things to note about Voya Target Retirement performance evaluation
Checking the ongoing alerts about Voya Target for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Target Retirement 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 93.99% of its net assets in stocks |
- Analyzing Voya Target'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 Target's stock is overvalued or undervalued compared to its peers.
- Examining Voya Target'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 Target's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Target's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Target's mutual fund. These opinions can provide insight into Voya Target's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Target 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 Target security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Stocks Directory Find actively traded stocks across global markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |