Voya Limited Maturity Fund Manager Performance Evaluation
| ILMBX Fund | USD 9.56 0.02 0.21% |
The entity has a beta of -0.0395, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Voya Limited are expected to decrease at a much lower rate. During the bear market, Voya Limited is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Limited Maturity are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Voya Limited is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5300 |
Voya |
Voya Limited Relative Risk vs. Return Landscape
If you would invest 951.00 in Voya Limited Maturity on August 27, 2024 and sell it today you would earn a total of 5.00 from holding Voya Limited Maturity or generate 0.53% return on investment over 90 days. Voya Limited Maturity is currently producing 0.0083% returns and takes up 0.1387% volatility of returns over 90 trading days. Put another way, 1% 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 Limited Current Valuation
Overvalued
Today
Please note that Voya Limited's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Voya Limited Maturity has a current Real Value of $9.31 per share. The regular price of the fund is $9.56. We determine the value of Voya Limited Maturity 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 Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Limited'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 9.56 | Real 9.31 | Hype 9.54 | Naive 9.53 |
The intrinsic value of Voya Limited'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 Limited'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 Limited Maturity 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 Limited more accurately as focusing exclusively on Voya Limited's fundamentals will not take into account other important factors: Voya Limited Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Limited Maturity, and traders can use it to determine the average amount a Voya Limited'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 = 0.0597
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ILMBX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Voya Limited is performing at about 4% 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 Limited by adding it to a well-diversified portfolio.
Voya Limited Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Limited, and Voya Limited 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 | 415.2 M | ||||
About Voya Limited Performance
Evaluating Voya Limited's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Limited 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 Limited 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 fund invests at least 80 percent of its net assets in a diversified portfolio of bonds that are limited maturity debt instruments. The dollar-weighted average maturity of the Portfolio generally will not exceed five years and in periods of rising interest rates may be shortened to one year or less.Things to note about Voya Limited Maturity performance evaluation
Checking the ongoing alerts about Voya Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Limited Maturity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 92.73% of its assets under management (AUM) in fixed income securities |
- Analyzing Voya Limited'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 Limited's stock is overvalued or undervalued compared to its peers.
- Examining Voya Limited'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 Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Limited's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Limited's mutual fund. These opinions can provide insight into Voya Limited's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Limited 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 Limited security.
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