Vy Clarion Financials
| IVRSX Fund | USD 29.58 0.02 0.07% |
IVRSX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vy Clarion Fund Summary
Vy Clarion competes with Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson. Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common and preferred stocks of U.S. real estate investment trusts and real estate companies.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92914G5779 |
| Business Address | Voya Investors Trust |
| Mutual Fund Family | Voya |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 366 0066 |
| Currency | USD - US Dollar |
Vy Clarion Key Financial Ratios
IVRSX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vy Clarion's current stock value. Our valuation model uses many indicators to compare Vy Clarion value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vy Clarion competition to find correlations between indicators driving Vy Clarion's intrinsic value. More Info.Vy Clarion Real is rated fourth overall fund in price to earning among similar funds. It also is rated fourth overall fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vy Clarion Real is roughly 12.57 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vy Clarion's earnings, one of the primary drivers of an investment's value.Vy Clarion Real Systematic Risk
Vy Clarion's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vy Clarion volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Vy Clarion Real correlated with the market. If Beta is less than 0 Vy Clarion generally moves in the opposite direction as compared to the market. If Vy Clarion Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vy Clarion Real is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vy Clarion is generally in the same direction as the market. If Beta > 1 Vy Clarion moves generally in the same direction as, but more than the movement of the benchmark.
Vy Clarion Thematic Clasifications
Vy Clarion Real is part of Realty Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties
This theme covers Funds investing in real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. Get More Thematic Ideas
Vy Clarion Real is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Real Estate category is currently estimated at about 115.63 Billion. Vy Clarion adds roughly 368 Million in net asset claiming only tiny portion of funds listed under Real Estate category.| Realty Funds | View |
Vy Clarion December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vy Clarion help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vy Clarion Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vy Clarion Real based on widely used predictive technical indicators. In general, we focus on analyzing IVRSX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vy Clarion's daily price indicators and compare them against related drivers.
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 3.2 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.16 |
Other Information on Investing in IVRSX Mutual Fund
Vy Clarion financial ratios help investors to determine whether IVRSX 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 IVRSX with respect to the benefits of owning Vy Clarion security.
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