Index Plus Largecap Fund Net Asset
| VIPAX Fund | USD 30.41 0.15 0.49% |
As of the 2nd of February, Index Plus retains the Risk Adjusted Performance of 0.0122, market risk adjusted performance of 0.0301, and Downside Deviation of 0.8846. Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Index Plus Largecap, as well as the relationship between them.
Index Plus' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Index Plus' valuation are provided below:Index Plus Largecap does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Index |
Index Plus 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Index Plus' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Index Plus.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Index Plus on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Index Plus Largecap or generate 0.0% return on investment in Index Plus over 90 days. Index Plus is related to or competes with Financial Services, Fidelity Advisor, Vanguard Financials, Icon Financial, John Hancock, Prudential Jennison, and Gabelli Global. Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in securities of large-capit... More
Index Plus Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Index Plus' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Index Plus Largecap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8846 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.72 | |||
| Value At Risk | (1.22) | |||
| Potential Upside | 1.04 |
Index Plus Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Index Plus' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Index Plus' standard deviation. In reality, there are many statistical measures that can use Index Plus historical prices to predict the future Index Plus' volatility.| Risk Adjusted Performance | 0.0122 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0201 |
Index Plus February 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0122 | |||
| Market Risk Adjusted Performance | 0.0301 | |||
| Mean Deviation | 0.5274 | |||
| Semi Deviation | 0.7938 | |||
| Downside Deviation | 0.8846 | |||
| Coefficient Of Variation | 5970.67 | |||
| Standard Deviation | 0.7281 | |||
| Variance | 0.5302 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0201 | |||
| Maximum Drawdown | 3.72 | |||
| Value At Risk | (1.22) | |||
| Potential Upside | 1.04 | |||
| Downside Variance | 0.7824 | |||
| Semi Variance | 0.6301 | |||
| Expected Short fall | (0.51) | |||
| Skewness | (0.47) | |||
| Kurtosis | 0.772 |
Index Plus Largecap Backtested Returns
At this stage we consider Index Mutual Fund to be very steady. Index Plus Largecap holds Efficiency (Sharpe) Ratio of 0.0437, which attests that the entity had a 0.0437 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Index Plus Largecap, which you can use to evaluate the volatility of the entity. Please check out Index Plus' Market Risk Adjusted Performance of 0.0301, downside deviation of 0.8846, and Risk Adjusted Performance of 0.0122 to validate if the risk estimate we provide is consistent with the expected return of 0.0314%. The fund retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Index Plus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Index Plus is expected to be smaller as well.
Auto-correlation | -0.16 |
Insignificant reverse predictability
Index Plus Largecap has insignificant reverse predictability. Overlapping area represents the amount of predictability between Index Plus time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Index Plus Largecap price movement. The serial correlation of -0.16 indicates that over 16.0% of current Index Plus price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.16 | |
| Spearman Rank Test | 0.22 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Index Plus Largecap has a Net Asset of 1 B. This is much higher than that of the Voya family and significantly higher than that of the Large Blend category. The net asset for all United States funds is notably lower than that of the firm.
Index Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Index Plus' direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Index Plus could also be used in its relative valuation, which is a method of valuing Index Plus by comparing valuation metrics of similar companies.Index Plus is currently under evaluation in net asset among similar funds.
Index Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Index Plus's current stock value. Our valuation model uses many indicators to compare Index Plus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Index Plus competition to find correlations between indicators driving Index Plus's intrinsic value. More Info.Index Plus Largecap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 331.56 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Index Plus' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Index Plus
The fund invests 99.89% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.11%) .Asset allocation divides Index Plus' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Index Fundamentals
| Total Asset | 683.34 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.60 % | |||
| One Year Return | 10.96 % | |||
| Three Year Return | 19.60 % | |||
| Five Year Return | 12.59 % | |||
| Ten Year Return | 11.62 % | |||
| Net Asset | 1 B | |||
| Last Dividend Paid | 0.21 | |||
| Cash Position Weight | 0.11 % | |||
| Equity Positions Weight | 99.89 % |
About Index Plus Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Index Plus Largecap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Index Plus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Index Plus Largecap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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