Voya Smallcap Minimum Initial Investment vs. Ten Year Return
Considering Voya Smallcap's profitability and operating efficiency indicators, Voya Smallcap Opportunities may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Voya Smallcap's ability to earn profits and add value for shareholders.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Please note, there is a significant difference between Voya Smallcap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Voya Smallcap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Voya Smallcap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Voya Smallcap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Voya Smallcap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Voya Smallcap Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Voya Smallcap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Voya Smallcap Opportunities over time as well as its relative position and ranking within its peers.
Voya |
Voya Smallcap Opport Ten Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Voya Smallcap's current stock value. Our valuation model uses many indicators to compare Voya Smallcap value to that of its competitors to determine the firm's financial worth. Voya Smallcap Opportunities is number one fund in minimum initial investment among similar funds. It also is number one fund in ten year return among similar funds . The ratio of Minimum Initial Investment to Ten Year Return for Voya Smallcap Opportunities is about 24,155 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Voya Smallcap's earnings, one of the primary drivers of an investment's value.Voya Ten Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Voya Smallcap |
| = | 250 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Voya Smallcap |
| = | 10.35 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Voya Ten Year Return Comparison
Voya Smallcap is currently under evaluation in ten year return among similar funds.
Voya Smallcap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Voya Smallcap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Voya Smallcap will eventually generate negative long term returns. The profitability progress is the general direction of Voya Smallcap's change in net profit over the period of time. It can combine multiple indicators of Voya Smallcap, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of smaller, lesser-known U.S. companies. VOYA Smallcap is traded on NASDAQ Exchange in the United States.
Voya Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Voya Smallcap. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Voya Smallcap position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Voya Smallcap's important profitability drivers and their relationship over time.
Use Voya Smallcap in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Voya Smallcap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Voya Smallcap will appreciate offsetting losses from the drop in the long position's value.Voya Smallcap Pair Trading
Voya Smallcap Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Patterson Companies could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Patterson Companies when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Patterson Companies - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Patterson Companies to buy it.
The correlation of Patterson Companies is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Patterson Companies moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Patterson Companies moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Patterson Companies can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Voya Smallcap position
In addition to having Voya Smallcap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Semiconductor Thematic Idea Now
Semiconductor
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Semiconductor Theme or any other thematic opportunities.
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Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Other Consideration for investing in Voya Mutual Fund
If you are still planning to invest in Voya Smallcap Opport check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Voya Smallcap's history and understand the potential risks before investing.
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