IGEAX Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . VY T ROWE
IGEAX Fund  USD 55.87  0.45  0.81%   
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding VY T ROWE is 'Strong Hold'. Macroaxis provides VY T buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VY T positions. The advice algorithm takes into account all of VY T's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from VY T's buy-and-hold perspective. Check out VY T Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as IGEAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards VY T ROWE.

Execute VY T Buy or Sell Advice

The IGEAX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on VY T ROWE. Macroaxis does not own or have any residual interests in VY T ROWE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute VY T's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell VY TBuy VY T
Strong Hold

Volatility

Very steady
Details

Hype Condition

Stale
Details

Current Valuation

Undervalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Almost mirrors the market
Details

Analyst Consensus

Not Available
Details
For the selected time horizon VY T ROWE has a Risk Adjusted Performance of 0.1601, Jensen Alpha of 0.2118, Total Risk Alpha of 0.1956, Sortino Ratio of 0.1625 and Treynor Ratio of (0.92)
Our trade advice module provides unbiased advice that can be used to complement current average analyst sentiment on VY T. Our trade advice engine provides an advice for the fund potential to grow from the perspective of an investor's risk tolerance and investing horizon. Please use VY T ROWE price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to make buy, hold, or sell decision on VY T ROWE.

VY T Trading Alerts and Improvement Suggestions

VY T ROWE is unlikely to experience financial distress in the next 2 years
The fund retains 97.31% of its assets under management (AUM) in equities

VY T Returns Distribution Density

The distribution of VY T's historical returns is an attempt to chart the uncertainty of VY T's future price movements. The chart of the probability distribution of VY T stock daily returns describes the distribution of returns around its average expected value. We use VY T ROWE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of VY T returns is essential to provide solid investment advice for VY T.
Mean Return0.22Value At Risk-1.82
Potential Upside2.50Standard Deviation1.33
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of VY T historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Backtest VY T ROWE

VY T Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to VY T or Voya sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that VY T's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a IGEAX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite		0.21
β
Beta against NYSE Composite-0.23
σ
Overall volatility		1.32
Ir
Information ratio 0.15

VY T Volatility Alert

VY T ROWE has relatively low volatility with skewness of 0.13 and kurtosis of -0.86. However, we advise all investors to independently investigate VY T ROWE to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure VY T's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact VY T's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

VY T Fundamentals Vs Peers

Comparing VY T's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze VY T's direct or indirect competition across all of the common fundamentals between VY T and the related equities. This way, we can detect undervalued stocks with similar characteristics as VY T or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of VY T's fundamental indicators could also be used in its relative valuation, which is a method of valuing VY T by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare VY T to competition
FundamentalsVY TPeer Average
Price to Earning25.22 X6.53 X
Price to Book4.52 X0.74 X
Price to Sales2.47 X0.61 X
One Year Return20.32 %4.15 %
Three Year Return14.29 %3.60 %
Five Year Return12.88 %3.24 %
Ten Year Return15.19 %1.79 %
Net Asset1.24 B4.11 B
Cash Position Weight0.36 %10.61 %
Equity Positions Weight97.31 %63.90 %

About VY T Buy or Sell Advice

When is the right time to buy or sell VY T ROWE? Buying financial instruments such as IGEAX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having VY T 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.

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Semiconductor Theme
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 40 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 VY T Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the VY T ROWE information on this page should be used as a complementary analysis to other VY T's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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Please note, there is a significant difference between VY T's value and its price as these two are different measures arrived at by different means. Investors typically determine VY T value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VY T'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.
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