Ing Evergreen Omega Fund Manager Performance Evaluation
| IEOPX Fund | USD 12.79 0.12 0.95% |
The fund retains a Market Volatility (i.e., Beta) of -0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Ing Evergreen are expected to decrease at a much lower rate. During the bear market, Ing Evergreen is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Ing Evergreen Omega has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Ing Evergreen Relative Risk vs. Return Landscape
If you would invest 1,439 in Ing Evergreen Omega on January 3, 2025 and sell it today you would lose (160.00) from holding Ing Evergreen Omega or give up 11.12% of portfolio value over 90 days. Ing Evergreen Omega is currently producing negative expected returns and takes up 1.5637% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Ing, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ing Evergreen Current Valuation
Undervalued
Today
Please note that Ing Evergreen's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Ing Evergreen Omega retains a regular Real Value of $12.93 per share. The prevalent price of the fund is $12.79. We determine the value of Ing Evergreen Omega 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 Ing Evergreen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ing Mutual Fund. However, Ing Evergreen'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 12.79 | Real 12.93 | Hype 12.67 | Naive 12.66 |
The intrinsic value of Ing Evergreen'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 Ing Evergreen'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 Ing Evergreen Omega helps investors to forecast how Ing 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 Ing Evergreen more accurately as focusing exclusively on Ing Evergreen's fundamentals will not take into account other important factors: Ing Evergreen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ing Evergreen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ing Evergreen Omega, and traders can use it to determine the average amount a Ing Evergreen'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 = -0.1157
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IEOPX |
Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ing Evergreen is not performing at its full potential. However, 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 Ing Evergreen by adding Ing Evergreen to a well-diversified portfolio.
Ing Evergreen Fundamentals Growth
Ing Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ing Evergreen, and Ing Evergreen 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 Ing Mutual Fund performance.
| Price To Earning | 1.53 X | ||||
| Price To Book | 4.43 X | ||||
| Price To Sales | 2.40 X | ||||
| Total Asset | 5.14 B | ||||
About Ing Evergreen Performance
Evaluating Ing Evergreen's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ing Evergreen 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 Ing Evergreen 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 Portfolio invests at least 80 percent of its net assets in common stocks of large-capitalization companies. It normally invests in companies that the sub-adviser believes have above-average growth prospects. For this Portfolio, the Sub-Adviser defines large-capitalization companies as companies with market capitalizations which fall within the range of companies in the Russell 1000 Growth Index at the time of purchase. The fund is non-diversified.Things to note about Ing Evergreen Omega performance evaluation
Checking the ongoing alerts about Ing Evergreen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ing Evergreen Omega help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ing Evergreen Omega generated a negative expected return over the last 90 days | |
| The fund retains 98.58% of its assets under management (AUM) in equities |
- Analyzing Ing Evergreen'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 Ing Evergreen's stock is overvalued or undervalued compared to its peers.
- Examining Ing Evergreen'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 Ing Evergreen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ing Evergreen's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ing Evergreen's mutual fund. These opinions can provide insight into Ing Evergreen's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ing Mutual Fund
Ing Evergreen financial ratios help investors to determine whether Ing 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 Ing with respect to the benefits of owning Ing Evergreen security.
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