Voya Cbre Five Year Return vs. Equity Positions Weight
| VCRAX Fund | USD 13.99 0.05 0.36% |
For Voya Cbre profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Voya Cbre to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Voya Cbre Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Voya Cbre's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Voya Cbre Global over time as well as its relative position and ranking within its peers.
Voya |
Voya Cbre Global Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Voya Cbre's current stock value. Our valuation model uses many indicators to compare Voya Cbre value to that of its competitors to determine the firm's financial worth. Voya Cbre Global is presently regarded as number one fund in five year return among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds making about 16.74 of Equity Positions Weight per Five Year Return. 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 Cbre's earnings, one of the primary drivers of an investment's value.Voya Equity Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Voya Cbre |
| = | 5.83 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Voya Cbre |
| = | 97.63 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Voya Equity Positions Weight Comparison
Voya Cbre is currently under evaluation in equity positions weight among similar funds.
Voya Cbre Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Voya Cbre, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Voya Cbre will eventually generate negative long term returns. The profitability progress is the general direction of Voya Cbre's change in net profit over the period of time. It can combine multiple indicators of Voya Cbre, 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.
The fund invests at least 80 percent of its net assets in securities issued by infrastructure companies. The Sub-Adviser expects to invest primarily in equity securities of companies located in a number of different countries, including the United States. The fund invests primarily in common stock, but may also invest in other equity securities including preferred stocks, convertible securities, rights or warrants to buy common stocks, and depositary receipts with characteristics similar to common stock.
Voya Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Voya Cbre. 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 Cbre 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 Cbre's important profitability drivers and their relationship over time.
Use Voya Cbre 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 Cbre 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 Cbre will appreciate offsetting losses from the drop in the long position's value.Voya Cbre Pair Trading
Voya Cbre Global Pair Trading Analysis
The ability to find closely correlated positions to Voya Cbre could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Voya Cbre 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 Voya Cbre - 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 Voya Cbre Global to buy it.
The correlation of Voya Cbre 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 Voya Cbre moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Voya Cbre Global 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 Voya Cbre 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 Cbre position
In addition to having Voya Cbre 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 Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 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 Business Services Theme or any other thematic opportunities.
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Other Information on Investing in Voya Mutual Fund
To fully project Voya Cbre's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Voya Cbre Global at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Voya Cbre's income statement, its balance sheet, and the statement of cash flows.
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