Voya Solution 2055 Fund Manager Performance Evaluation
| IASPX Fund | USD 11.74 0.05 0.43% |
The entity has a beta of -0.14, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Voya Solution are expected to decrease at a much lower rate. During the bear market, Voya Solution is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Voya Solution 2055 are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Voya Solution is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2800 |
Voya |
Voya Solution Relative Risk vs. Return Landscape
If you would invest 1,148 in Voya Solution 2055 on March 13, 2024 and sell it today you would earn a total of 26.00 from holding Voya Solution 2055 or generate 2.26% return on investment over 90 days. Voya Solution 2055 is currently producing 0.0375% returns and takes up 0.6195% volatility of returns over 90 trading days. Put another way, 5% 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 Solution Current Valuation
Overvalued
Today
Please note that Voya Solution's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Voya Solution 2055 has a current Real Value of $11.07 per share. The regular price of the fund is $11.74. We determine the value of Voya Solution 2055 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.
Since Voya Solution is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Voya Mutual Fund. However, Voya Solution'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 11.74 | Real 11.07 | Hype 11.74 | Naive 11.79 |
The intrinsic value of Voya Solution'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 Solution'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 Solution 2055 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 Solution more accurately as focusing exclusively on Voya Solution's fundamentals will not take into account other important factors: Voya Solution Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voya Solution's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Voya Solution 2055, and traders can use it to determine the average amount a Voya Solution'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 = 0.0605
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IASPX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Voya Solution is performing at about 4% 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 Solution by adding it to a well-diversified portfolio.
Voya Solution Fundamentals Growth
Voya Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Voya Solution, and Voya Solution 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.
| Price To Earning | 17.39 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 147.07 M | ||||
About Voya Solution Performance
To evaluate Voya Solution 2055 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 Solution 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 Solution 2055 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.The Portfolio invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds . The underlying funds may or may not be affiliated with the investment adviser. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other fixed-income instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2055.Things to note about Voya Solution 2055 performance evaluation
Checking the ongoing alerts about Voya Solution for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Voya Solution 2055 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 92.14% of its assets under management (AUM) in equities |
- Analyzing Voya Solution'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 Solution's stock is overvalued or undervalued compared to its peers.
- Examining Voya Solution'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 Solution's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voya Solution's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Voya Solution's mutual fund. These opinions can provide insight into Voya Solution's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Voya Mutual Fund
Voya Solution financial ratios help investors to determine whether Voya Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Voya with respect to the benefits of owning Voya Solution security.
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