If Inv Snr Fund Manager Performance Evaluation
| VSLYX Fund | USD 5.74 0.01 0.17% |
The fund owns a Beta (Systematic Risk) of 0.0057, which attests to not very significant fluctuations relative to the market. As returns on the market increase, If Inv's returns are expected to increase less than the market. However, during the bear market, the loss of holding If Inv is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in If Inv Snr are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, If Inv is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.6300 |
VSLYX |
If Inv Relative Risk vs. Return Landscape
If you would invest 566.00 in If Inv Snr on November 2, 2024 and sell it today you would earn a total of 8.00 from holding If Inv Snr or generate 1.41% return on investment over 90 days. If Inv Snr is currently producing 0.0236% returns and takes up 0.1901% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than VSLYX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
If Inv Current Valuation
Overvalued
Today
Please note that If Inv's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. If Inv Snr owns a latest Real Value of $5.27 per share. The recent price of the fund is $5.74. We determine the value of If Inv Snr from examining 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, in the future, mutual fund prices and their ongoing real values will blend.
Since If Inv is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VSLYX Mutual Fund. However, If Inv'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 5.74 | Real 5.27 | Hype 5.74 | Naive 5.72 |
The intrinsic value of If Inv'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 If Inv'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 If Inv Snr helps investors to forecast how VSLYX 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 If Inv more accurately as focusing exclusively on If Inv's fundamentals will not take into account other important factors: If Inv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for If Inv's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as If Inv Snr, and traders can use it to determine the average amount a If Inv'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 = 0.124
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VSLYX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average If Inv is performing at about 9% 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 If Inv by adding it to a well-diversified portfolio.
If Inv Fundamentals Growth
VSLYX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of If Inv, and If Inv 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 VSLYX Mutual Fund performance.
About If Inv Performance
Evaluating If Inv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if If Inv 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 If Inv 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.
Things to note about If Inv Snr performance evaluation
Checking the ongoing alerts about If Inv for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for If Inv Snr 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 about 7.23% of its net assets in cash |
- Analyzing If Inv'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 If Inv's stock is overvalued or undervalued compared to its peers.
- Examining If Inv'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 If Inv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of If Inv's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of If Inv's mutual fund. These opinions can provide insight into If Inv's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in VSLYX Mutual Fund
If Inv financial ratios help investors to determine whether VSLYX 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 VSLYX with respect to the benefits of owning If Inv security.
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