Voya Intermediate Bond Fund Manager Performance Evaluation
| IPISX Fund | USD 10.83 0.10 0.93% |
The entity has a beta of -0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Voya Intermediate are expected to decrease at a much lower rate. During the bear market, Voya Intermediate is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Voya Intermediate Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Voya Intermediate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8000 |
Voya |
Voya Intermediate Relative Risk vs. Return Landscape
If you would invest 1,091 in Voya Intermediate Bond on August 28, 2024 and sell it today you would lose (8.00) from holding Voya Intermediate Bond or give up 0.73% of portfolio value over 90 days. Voya Intermediate Bond is currently producing negative expected returns and takes up 0.3299% volatility of returns over 90 trading days. Put another way, 2% 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 Intermediate Current Valuation
Overvalued
Today
Please note that Voya Intermediate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Voya Intermediate Bond has a current Real Value of $10.25 per share. The regular price of the fund is $10.83. We determine the value of Voya Intermediate Bond 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 Intermediate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Intermediate'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 10.83 | Real 10.25 | Hype 10.83 | Naive 10.81 |
The intrinsic value of Voya Intermediate'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 Intermediate'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 Intermediate Bond 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 Intermediate more accurately as focusing exclusively on Voya Intermediate's fundamentals will not take into account other important factors: Voya Intermediate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Intermediate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Intermediate Bond, and traders can use it to determine the average amount a Voya Intermediate'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 = -0.0338
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| Negative Returns | IPISX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voya Intermediate 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 Voya Intermediate by adding Voya Intermediate to a well-diversified portfolio.
Voya Intermediate Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Intermediate, and Voya Intermediate 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 | 2.59 B | ||||
About Voya Intermediate Performance
Evaluating Voya Intermediate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Voya Intermediate 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 Intermediate 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 Portfolio invests at least 80 percent of its net assets in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade or have an equivalent rating by a nationally recognized statistical rating organization , or are of comparable quality if unrated.Things to note about Voya Intermediate Bond performance evaluation
Checking the ongoing alerts about Voya Intermediate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Intermediate Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Voya Intermediate generated a negative expected return over the last 90 days | |
| Voya Intermediate Bond generated five year return of 0.0% | |
| This fund retains about 9.52% of its assets under management (AUM) in cash |
- Analyzing Voya Intermediate'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 Intermediate's stock is overvalued or undervalued compared to its peers.
- Examining Voya Intermediate'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 Intermediate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Intermediate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Intermediate's mutual fund. These opinions can provide insight into Voya Intermediate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Intermediate 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 Intermediate security.
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