Vy T Rowe Fund Manager Performance Evaluation
| ITCTX Fund | USD 26.00 0.16 0.62% |
The entity owns a Beta (Systematic Risk) of 0.41, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vy(r) T's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vy(r) T is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Vy T Rowe has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vy(r) T is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreVy(r) |
Vy(r) T Relative Risk vs. Return Landscape
If you would invest 2,609 in Vy T Rowe on December 5, 2025 and sell it today you would lose (9.00) from holding Vy T Rowe or give up 0.34% of portfolio value over 90 days. Vy T Rowe is currently producing negative expected returns and takes up 0.4216% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Vy(r), and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy(r) T Current Valuation
Fairly Valued
Today
Please note that Vy(r) T's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vy T Rowe owns a latest Real Value of $26.01 per share. The recent price of the fund is $26.0. We determine the value of Vy T Rowe 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 future time, mutual fund prices and their ongoing real values will merge together.
Since Vy(r) T is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vy(r) Mutual Fund. However, Vy(r) T'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 26.0 | Real 26.01 | Hype 26.0 | Naive 26.09 |
The intrinsic value of Vy(r) T'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 Vy(r) T'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 Vy T Rowe helps investors to forecast how Vy(r) 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 Vy(r) T more accurately as focusing exclusively on Vy(r) T's fundamentals will not take into account other important factors: Vy(r) T Target Price Odds to finish over Current Price
The tendency of Vy(r) Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 26.00 | 90 days | 26.00 | about 67.36 |
Based on a normal probability distribution, the odds of Vy(r) T to move above the current price in 90 days from now is about 67.36 (This Vy T Rowe probability density function shows the probability of Vy(r) Mutual Fund to fall within a particular range of prices over 90 days) .
Vy(r) T Price Density |
| Price |
Predictive Modules for Vy(r) T
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vy T Rowe. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Vy(r) T's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Vy(r) T Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vy(r) T is not an exception. The market had few large corrections towards the Vy(r) T's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Vy T Rowe, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vy(r) T within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 0.20 | |
Ir | Information ratio | -0.14 |
Vy(r) T Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Vy(r) T for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vy T Rowe can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Vy T Rowe generated a negative expected return over the last 90 days |
Vy(r) T Fundamentals Growth
Vy(r) Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy(r) T, and Vy(r) T 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 Vy(r) Mutual Fund performance.
| Price To Earning | 5.15 X | ||||
| Price To Book | 3.27 X | ||||
| Price To Sales | 1.95 X | ||||
| Total Asset | 7.4 B | ||||
About Vy(r) T Performance
Evaluating Vy(r) T's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy(r) T 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 Vy(r) T 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 pursues an active asset allocation strategy whereby investments are allocated among three asset classes equity securities, debt instruments, and money market instruments. The Portfolio invests at least 50 percent of its total assets in common stocks. It may invest up to 15 percent of its total net assets in Rule 144A securities.Things to note about Vy T Rowe performance evaluation
Checking the ongoing alerts about Vy(r) T for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy T Rowe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vy T Rowe generated a negative expected return over the last 90 days |
- Analyzing Vy(r) T'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 Vy(r) T's stock is overvalued or undervalued compared to its peers.
- Examining Vy(r) T'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 Vy(r) T's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy(r) T's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy(r) T's mutual fund. These opinions can provide insight into Vy(r) T's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) T financial ratios help investors to determine whether Vy(r) 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 Vy(r) with respect to the benefits of owning Vy(r) T security.
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