Vontobel Equity Institutional Fund Alpha and Beta Analysis
| VNUIX Fund | 3.62 0.04 1.12% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Vontobel Equity Institutional. It also helps investors analyze the systematic and unsystematic risks associated with investing in Vontobel Equity over a specified time horizon. Remember, high Vontobel Equity's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Vontobel Equity's market risk premium analysis include:
Beta (0.75) | Alpha (1.18) | Risk 10.27 | Sharpe Ratio (0.14) | Expected Return (1.43) |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Vontobel |
Vontobel Equity Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Vontobel Equity market risk premium is the additional return an investor will receive from holding Vontobel Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vontobel Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Vontobel Equity's performance over market.| α | -1.18 | β | -0.75 |
Vontobel Equity expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Vontobel Equity's Buy-and-hold return. Our buy-and-hold chart shows how Vontobel Equity performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Vontobel Equity Market Price Analysis
Market price analysis indicators help investors to evaluate how Vontobel Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Vontobel Equity shares will generate the highest return on investment. By understating and applying Vontobel Equity mutual fund market price indicators, traders can identify Vontobel Equity position entry and exit signals to maximize returns.
Vontobel Equity Return and Market Media
The median price of Vontobel Equity for the period between Fri, Nov 28, 2025 and Thu, Feb 26, 2026 is 3.86 with a coefficient of variation of 81.61. The daily time series for the period is distributed with a sample standard deviation of 6.92, arithmetic mean of 8.47, and mean deviation of 6.39. The Fund received some media coverage during the period. Price Growth (%) |
| Timeline |
1 | This fund that now says itll never open up for withdrawals has El-Erian making Bear Stearns parallels - MarketWatch | 02/19/2026 |
About Vontobel Equity Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Vontobel or other funds. Alpha measures the amount that position in Vontobel Equity Inst has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Vontobel Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Vontobel Equity's short interest history, or implied volatility extrapolated from Vontobel Equity options trading.
Build Portfolio with Vontobel Equity
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Other Information on Investing in Vontobel Mutual Fund
Vontobel Equity financial ratios help investors to determine whether Vontobel 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 Vontobel with respect to the benefits of owning Vontobel Equity security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |