Vy Columbia Small Fund Manager Performance Evaluation
| VYRDX Fund | USD 18.37 0.31 1.72% |
The entity owns a Beta (Systematic Risk) of 1.33, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vy Columbia will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vy Columbia Small are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Vy Columbia may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8700 |
VYRDX |
Vy Columbia Relative Risk vs. Return Landscape
If you would invest 1,666 in Vy Columbia Small on August 27, 2024 and sell it today you would earn a total of 171.00 from holding Vy Columbia Small or generate 10.26% return on investment over 90 days. Vy Columbia Small is currently producing 0.1601% returns and takes up 1.2246% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than VYRDX, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vy Columbia Current Valuation
Fairly Valued
Today
Please note that Vy Columbia's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vy Columbia Small owns a latest Real Value of $18.06 per share. The recent price of the fund is $18.37. We determine the value of Vy Columbia Small 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 Columbia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VYRDX Mutual Fund. However, Vy Columbia'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 18.37 | Real 18.06 | Hype 18.37 | Naive 17.94 |
The intrinsic value of Vy Columbia'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 Columbia'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 Columbia Small helps investors to forecast how VYRDX 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 Columbia more accurately as focusing exclusively on Vy Columbia's fundamentals will not take into account other important factors: Vy Columbia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vy Columbia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vy Columbia Small, and traders can use it to determine the average amount a Vy Columbia'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 = 0.1307
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VYRDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Vy Columbia is performing at about 10% 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 Vy Columbia by adding it to a well-diversified portfolio.
Vy Columbia Fundamentals Growth
VYRDX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vy Columbia, and Vy Columbia 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 VYRDX Mutual Fund performance.
| Total Asset | 197.87 M | ||||
About Vy Columbia Performance
Evaluating Vy Columbia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vy Columbia 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 Columbia 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 equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000 Value Index , at the time of purchase, that the sub-adviser believes are undervalued and have the potential for long-term growth.Things to note about Vy Columbia Small performance evaluation
Checking the ongoing alerts about Vy Columbia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vy Columbia Small 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 97.26% of its net assets in stocks |
- Analyzing Vy Columbia'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 Columbia's stock is overvalued or undervalued compared to its peers.
- Examining Vy Columbia'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 Columbia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vy Columbia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vy Columbia's mutual fund. These opinions can provide insight into Vy Columbia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in VYRDX Mutual Fund
Vy Columbia financial ratios help investors to determine whether VYRDX 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 VYRDX with respect to the benefits of owning Vy Columbia security.
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