VSOPX Mutual Fund Manager Performance Evaluation

VSOPX -  USA Fund  

USD 78.77  0.21  0.27%

The entity has a beta of -0.1479, which indicates not very significant fluctuations relative to the market. Let's try to break down what VSOPX's beta means in this case. As returns on the market increase, returns on owning VOYA Smallcap are expected to decrease at a much lower rate. During the bear market, VOYA Smallcap is likely to outperform the market. Although it is extremely important to respect VOYA Smallcap Opport 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 Smallcap Opport technical indicators, you can currently evaluate if the expected return of 0.12% will be sustainable into the future.

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 VSOPX Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in VOYA Smallcap Opportunities are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, VOYA Smallcap may actually be approaching a critical reversion point that can send shares even higher in October 2021.
Fifty Two Week Low55.63
Fifty Two Week High82.98

VOYA Smallcap Relative Risk vs. Return Landscape

If you would invest  5,095  in VOYA Smallcap Opportunities on June 23, 2021 and sell it today you would earn a total of  2,782  from holding VOYA Smallcap Opportunities or generate 54.6% return on investment over 90 days. VOYA Smallcap Opportunities is currently producing 0.1213% returns and takes up 2.559% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than VSOPX, and 98% 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 Smallcap is expected to generate 1.48 times more return on investment than the market. However, the company is 1.48 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.

VOYA Smallcap Current Valuation

Overvalued
Today
78.77
21st of September 2021
Share
Please note that VOYA Smallcap's price fluctuation is very steady at this time.
VOYA Smallcap Opport has a current Real Value of $67.99 per share. The regular price of the fund is $78.77. At this time, the fund appears to be overvalued. We determine the value of VOYA Smallcap Opport 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 Smallcap Opportunities is useful when determining the fair value of the VSOPX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of VOYA Smallcap. Since VOYA Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VSOPX Mutual Fund. However, VOYA Smallcap'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.
67.99
Real Value
86.65
Upside
Estimating the potential upside or downside of VOYA Smallcap Opportunities helps investors to forecast how VSOPX 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 Smallcap more accurately as focusing exclusively on VOYA Smallcap's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
77.6378.5079.38
Details
Hype
Prediction
LowEstimated ValueHigh
75.9278.4881.04
Details
Naive
Forecast
LowNext ValueHigh
73.5176.0778.63
Details

VOYA Smallcap Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for VOYA Smallcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as VOYA Smallcap Opportunities, and traders can use it to determine the average amount a VOYA Smallcap'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 = 0.0474

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Estimated Market Risk
 2.56
  actual daily
 
 21 %
of total potential
 
2121
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average VOYA Smallcap is performing at about 3% 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 Smallcap by adding it to a well-diversified portfolio.

About VOYA Smallcap Performance

To evaluate VOYA Smallcap Opport 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 Smallcap 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 VSOPX 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 Smallcap Opport 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 VSOPX'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.
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.

Things to note about VOYA Smallcap Opport

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

VOYA Smallcap Alerts

Equity Alerts and Improvement Suggestions

VOYA Smallcap Opport is unlikely to experience financial distress in the next 2 years
The fund keeps 99.09% of its net assets in stocks
Also, please take a look at World Market Map. Note that the VOYA Smallcap Opport information on this page should be used as a complementary analysis to other VOYA Smallcap'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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

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When running VOYA Smallcap Opport price analysis, check to measure VOYA Smallcap'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 Smallcap is operating at the current time. Most of VOYA Smallcap's value examination focuses on studying past and present price action to predict the probability of VOYA Smallcap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move VOYA Smallcap's price. Additionally, you may evaluate how the addition of VOYA Smallcap to your portfolios can decrease your overall portfolio volatility.
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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 VOYA Smallcap value 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.