Voya Short Term Fund Manager Performance Evaluation
| VSTRX Fund | USD 9.24 0.01 0.11% |
The entity has a beta of 0.0732, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Voya Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Voya Short is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Voya Short Term has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Voya Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8900 |
Voya |
Voya Short Relative Risk vs. Return Landscape
If you would invest 926.00 in Voya Short Term on January 26, 2024 and sell it today you would lose (2.00) from holding Voya Short Term or give up 0.22% of portfolio value over 90 days. Voya Short Term is currently producing negative expected returns and takes up 0.1645% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Voya, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Voya Short Current Valuation
Undervalued
Today
Please note that Voya Short's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Voya Short Term has a current Real Value of $10.12 per share. The regular price of the fund is $9.24. We determine the value of Voya Short Term from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Voya Short Term is useful when determining the fair value of the Voya mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Voya Short. Since Voya Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Short'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. | Historical | Market 9.24 | Real 10.12 | Hype 9.29 | Naive 9.24 |
The real value of Voya Mutual Fund, also known as its intrinsic value, is the underlying worth of Voya Short Term Mutual Fund, which is reflected in its stock price. It is based on Voya Short's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Voya Short's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Voya Short's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Voya Short Term helps investors to forecast how Voya 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 Short more accurately as focusing exclusively on Voya Short's fundamentals will not take into account other important factors: Voya Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Short Term, and traders can use it to determine the average amount a Voya Short'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 = -0.0204
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| Negative Returns | VSTRX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voya Short is not performing at its full potential. However, 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 Short by adding Voya Short to a well-diversified portfolio.
Voya Short Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Short, and Voya Short fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Voya Mutual Fund performance.
| Total Asset | 419.18 M | |||
About Voya Short Performance
To evaluate Voya Short Term 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 Short 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 Voya 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 Short Term market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Voya'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 a diversified portfolio of bonds or derivative instruments having economic characteristics similar to bonds. The average dollar-weighted maturity of the fund will not exceed 5 years.Things to note about Voya Short Term performance evaluation
Checking the ongoing alerts about Voya Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Voya Short Term generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Voya Short Term keeps about 12.45% of its net assets in bonds |
- Analyzing Voya Short's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Voya Short's stock is overvalued or undervalued compared to its peers.
- Examining Voya Short's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Voya Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Short's mutual fund. These opinions can provide insight into Voya Short's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Voya Short Term. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.