Income Stock Fund Manager Performance Evaluation
| UIISX Fund | USD 19.67 0.02 0.10% |
The fund retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Income Stock's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Stock is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Income Stock Fund are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Income Stock showed solid returns over the last few months and may actually be approaching a breakup point.
...moreIncome |
Income Stock Relative Risk vs. Return Landscape
If you would invest 1,649 in Income Stock Fund on November 12, 2025 and sell it today you would earn a total of 318.00 from holding Income Stock Fund or generate 19.28% return on investment over 90 days. Income Stock Fund is currently producing 0.2966% returns and takes up 1.2228% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Income, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Income Stock Current Valuation
Undervalued
Today
Please note that Income Stock's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Income Stock retains a regular Real Value of $21.24 per share. The prevalent price of the fund is $19.67. We determine the value of Income Stock 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 Income Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Income Mutual Fund. However, Income Stock'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 19.67 | Real 21.24 | Hype 19.66 |
The intrinsic value of Income Stock'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 Income Stock'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 Income Stock Fund helps investors to forecast how Income 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 Income Stock more accurately as focusing exclusively on Income Stock's fundamentals will not take into account other important factors: Income Stock Target Price Odds to finish over Current Price
The tendency of Income 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 |
| 19.67 | 90 days | 19.67 | about 6.8 |
Based on a normal probability distribution, the odds of Income Stock to move above the current price in 90 days from now is about 6.8 (This Income Stock Fund probability density function shows the probability of Income Mutual Fund to fall within a particular range of prices over 90 days) .
Income Stock Price Density |
| Price |
Predictive Modules for Income Stock
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Income Stock. 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 Income Stock'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.
Income Stock Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Income Stock is not an exception. The market had few large corrections towards the Income Stock'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 Income Stock Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Income Stock within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 1.14 | |
Ir | Information ratio | 0.17 |
Income Stock 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 Income Stock for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Income Stock can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 99.62% of its net assets in stocks |
Income Stock Fundamentals Growth
Income Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Income Stock, and Income Stock 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 Income Mutual Fund performance.
| Price To Earning | 18.21 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 1.75 X | ||||
| Total Asset | 2.37 B | ||||
About Income Stock Performance
Evaluating Income Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Income Stock 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 Income Stock 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 fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. Usaa Income is traded on NASDAQ Exchange in the United States.Things to note about Income Stock performance evaluation
Checking the ongoing alerts about Income Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Income Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.62% of its net assets in stocks |
- Analyzing Income Stock'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 Income Stock's stock is overvalued or undervalued compared to its peers.
- Examining Income Stock'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 Income Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Income Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Income Stock's mutual fund. These opinions can provide insight into Income Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Income Mutual Fund
Income Stock financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Stock security.
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