Index Plus Buy Hold or Sell Recommendation

IP
VIPAX -- USA Fund  

USD 23.55  0.46  1.92%

Assuming the 30 trading days horizon, and your above average risk tolerance our recommendation regarding Index Plus Largecap is 'Strong Sell'. Macroaxis provides Index Plus buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VIPAX positions. The advice algorithm takes into account all of Index Plus Largecap available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from VIPAX buy-and-hold perspective. Also please take a look at Index Plus Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

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Time Horizon

Risk Tolerance

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Sell Index PlusBuy Index Plus
Strong Sell

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Index Plus Largecap has a mean deviation of 1.96, semi deviation of 3.61, standard deviation of 3.12, variance of 9.76, downside variance of 16.54 and semi variance of 13.0
Our buy or sell recommendations module can be used to complement current analysts and expert consensus on Index Plus Largecap. Our buy, hold, or sell recommendation engine utilizes analyzes the fund potential to grow using all fundamental data market data available at the time. Please utilize Index Plus Largecap three year return and equity positions weight to make buy, hold, or sell decision on Index Plus.

Index Plus Trading Alerts and Improvement Suggestions

On 12th of May 2020 Index Plus paid $ 2.8 per share dividend to its current shareholders
The fund keeps 98.9% of its net assets in stocks

Index Plus Returns Distribution Density

The chart of the probability distribution of Index Plus stock daily returns describes the distribution of returns around its average expected value. We use Index Plus Largecap' stock's Value At Risk and its Upside Potential as a relative measure of the distribution. The distribution of Index Plus returns is essential to provide solid investment advice for Index Plus stock.
Mean Return0.11Value At Risk-4.62
Potential Upside3.47Standard Deviation3.12
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Index Plus 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.

Index Plus 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 Index Plus or Index Plus Largecap 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 Index Plus stock's price will be affected by overall stock 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 Index stock'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 DOW
=0.23
β
Beta against DOW=-0.36
σ
Overall volatility
=2.78
Ir
Information ratio =-0.08

Index Plus Volatility Alert

Index Plus Largecap shows above average downside volatility of 4.07 for selected time horizon. We advise investors to further inspect Index Plus Largecap to ensure all market timing and asset allocation strategies are consistent with estimation about Index Plus future alpha.
    
 Better Than Average     
    
 Worse Than Average Compare Index Plus to competition

Index Plus Fundamental Vs Peers

FundamentalsIndex PlusPeer Average
One Year Return9.73 %4.15 %
Three Year Return8.49 %3.60 %
Five Year Return8.26 %3.24 %
Ten Year Return11.62 %1.79 %
Net Asset765.7 M4.11 B
Last Dividend Paid0.280.65
Cash Position Weight1.10 %10.61 %
Equity Positions Weight98.90 %63.90 %

About Index Plus Buy or Sell Advice

When is the right time to buy or sell Index Plus Largecap? Buying funds such as Index Plus isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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 bases. Although Index Plus investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply. Please read more on our stock advisor page.

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Financials
Financials Theme
Companies that provide financial services to business or retail customers. Financials theme has 20 constituents.
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Also please take a look at Index Plus Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page