Index Plus Largecap Fund Manager Performance Evaluation
| VIPAX Fund | USD 30.17 0.39 1.28% |
The fund retains a Market Volatility (i.e., Beta) of 0.73, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Index Plus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Index Plus is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Index Plus Largecap are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Index Plus is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...moreIndex |
Index Plus Relative Risk vs. Return Landscape
If you would invest 2,965 in Index Plus Largecap on November 6, 2025 and sell it today you would earn a total of 52.00 from holding Index Plus Largecap or generate 1.75% return on investment over 90 days. Index Plus Largecap is currently producing 0.0316% returns and takes up 0.7307% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Index, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Index Plus Current Valuation
Fairly Valued
Today
Please note that Index Plus' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Index Plus Largecap retains a regular Real Value of $30.07 per share. The prevalent price of the fund is $30.17. We determine the value of Index Plus Largecap 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 Index Plus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Index Mutual Fund. However, Index Plus' 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 30.17 | Real 30.07 | Hype 30.17 | Naive 30.22 |
The intrinsic value of Index Plus' 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 Index Plus' 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 Index Plus Largecap helps investors to forecast how Index 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 Index Plus more accurately as focusing exclusively on Index Plus' fundamentals will not take into account other important factors: Index Plus Target Price Odds to finish over Current Price
The tendency of Index 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 |
| 30.17 | 90 days | 30.17 | about 47.96 |
Based on a normal probability distribution, the odds of Index Plus to move above the current price in 90 days from now is about 47.96 (This Index Plus Largecap probability density function shows the probability of Index Mutual Fund to fall within a particular range of prices over 90 days) .
Index Plus Price Density |
| Price |
Predictive Modules for Index Plus
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Index Plus Largecap. 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.Index Plus Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Index Plus is not an exception. The market had few large corrections towards the Index Plus' 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 Index Plus Largecap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Index Plus within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.73 | |
σ | Overall volatility | 0.39 | |
Ir | Information ratio | -0.08 |
Index Plus 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 Index Plus for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Index Plus Largecap 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 99.89% of its net assets in stocks |
Index Plus Fundamentals Growth
Index Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Index Plus, and Index Plus 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 Index Mutual Fund performance.
| Total Asset | 683.34 M | |||
About Index Plus Performance
Evaluating Index Plus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Index Plus 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 Index Plus 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 securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by SP Global Ratings.Things to note about Index Plus Largecap performance evaluation
Checking the ongoing alerts about Index Plus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Index Plus Largecap 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 99.89% of its net assets in stocks |
- Analyzing Index Plus' 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 Index Plus' stock is overvalued or undervalued compared to its peers.
- Examining Index Plus' 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 Index Plus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Index Plus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Index Plus' mutual fund. These opinions can provide insight into Index Plus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Index Mutual Fund
Index Plus financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Plus security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |