ISVLX Mutual Fund Manager Performance Evaluation

ISVLX -  USA Fund  

USD 14.67  0.35  2.44%

The entity has a beta of 0.0014, which indicates not very significant fluctuations relative to the market. Let's try to break down what ISVLX's beta means in this case. As returns on the market increase, VOYA Index returns are expected to increase less than the market. However, during the bear market, the loss on holding VOYA Index will be expected to be smaller as well. Although it is extremely important to respect VOYA Index Solution current price movements, it is better to be realistic regarding the information on equity historical returns. The approach into measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating VOYA Index Solution technical indicators, you can currently evaluate if the expected return of 0.0314% will be sustainable into the future.

ISVLX Mutual Fund Performance 

 
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ISVLX Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in VOYA Index Solution are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, VOYA Index is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low12.74
Fifty Two Week High15.03
Annual Report Expense Ratio0.79%

VOYA Index Relative Risk vs. Return Landscape

If you would invest  1,458  in VOYA Index Solution on August 29, 2021 and sell it today you would earn a total of  9.00  from holding VOYA Index Solution or generate 0.62% return on investment over 90 days. VOYA Index Solution is currently producing 0.0314% returns and takes up 0.8462% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than ISVLX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon VOYA Index is expected to generate 1.28 times more return on investment than the market. However, the company is 1.28 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The DOW is currently generating roughly -0.16 per unit of risk.

VOYA Index Current Valuation

Fairly Valued
Today
14.67
27th of November 2021
Share
Please note that VOYA Index's price fluctuation is very steady at this time.
VOYA Index Solution has a current Real Value of $14.59 per share. The regular price of the fund is $14.67. At this time, the fund appears to be fairly valued. We determine the value of VOYA Index Solution from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point in time, stock prices and their ongoing real values will draw towards each other.
Our valuation method for VOYA Index Solution is useful when determining the fair value of the ISVLX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of VOYA Index. Since VOYA Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ISVLX Mutual Fund. However, VOYA Index'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.
14.59
Real Value
15.20
Upside
Estimating the potential upside or downside of VOYA Index Solution helps investors to forecast how ISVLX 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 VOYA Index more accurately as focusing exclusively on VOYA Index's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.6114.7314.85
Details
Hype
Prediction
LowEstimated ValueHigh
14.0614.6715.28
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.210.210.22
Details

VOYA Index Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for VOYA Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as VOYA Index Solution, and traders can use it to determine the average amount a VOYA Index'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 = 0.0371

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Estimated Market Risk
 0.85
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.04
  actual daily
 
 2 %
of total potential
 
22
Based on monthly moving average VOYA Index is performing at about 2% 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 VOYA Index by adding it to a well-diversified portfolio.

About VOYA Index Performance

To evaluate VOYA Index Solution Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when VOYA Index generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare ISVLX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand VOYA Index Solution stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents ISVLX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2045. VOYA Index is traded on NASDAQ Exchange in the United States.

Things to note about VOYA Index Solution

Checking the ongoing alerts about VOYA Index for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for VOYA Index Solution help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

VOYA Index Alerts

Equity Alerts and Improvement Suggestions

VOYA Index Solution is unlikely to experience financial distress in the next 2 years
The fund retains 93.47% of its assets under management (AUM) in equities
Please see Risk vs Return Analysis. Note that the VOYA Index Solution information on this page should be used as a complementary analysis to other VOYA Index'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for ISVLX Mutual Fund analysis

When running VOYA Index Solution price analysis, check to measure VOYA Index's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VOYA Index is operating at the current time. Most of VOYA Index's value examination focuses on studying past and present price action to predict the probability of VOYA Index's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move VOYA Index's price. Additionally, you may evaluate how the addition of VOYA Index to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between VOYA Index's value and its price as these two are different measures arrived at by different means. Investors typically determine VOYA Index value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VOYA Index'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.