Vaughan Nelson Emerging Fund Manager Performance Evaluation
| ADVKX Fund | USD 10.71 0.09 0.85% |
The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vaughan Nelson's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vaughan Nelson is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vaughan Nelson Emerging are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Vaughan Nelson may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.2500 |
Vaughan |
Vaughan Nelson Relative Risk vs. Return Landscape
If you would invest 1,004 in Vaughan Nelson Emerging on September 13, 2024 and sell it today you would earn a total of 67.00 from holding Vaughan Nelson Emerging or generate 6.67% return on investment over 90 days. Vaughan Nelson Emerging is currently producing 0.1096% returns and takes up 1.1999% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Vaughan, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vaughan Nelson Current Valuation
Fairly Valued
Today
Please note that Vaughan Nelson's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Vaughan Nelson Emerging has a current Real Value of $10.68 per share. The regular price of the fund is $10.71. We determine the value of Vaughan Nelson Emerging 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 Vaughan Nelson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vaughan Mutual Fund. However, Vaughan Nelson'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 10.71 | Real 10.68 | Hype 10.71 | Naive 10.9 |
The intrinsic value of Vaughan Nelson'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 Vaughan Nelson'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 Vaughan Nelson Emerging helps investors to forecast how Vaughan 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 Vaughan Nelson more accurately as focusing exclusively on Vaughan Nelson's fundamentals will not take into account other important factors: Vaughan Nelson Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vaughan Nelson's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vaughan Nelson Emerging, and traders can use it to determine the average amount a Vaughan Nelson'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 = 0.0914
| Best Portfolio | Best Equity | |||
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| Cash | ADVKX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Vaughan Nelson is performing at about 7% 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 Vaughan Nelson by adding it to a well-diversified portfolio.
Vaughan Nelson Fundamentals Growth
Vaughan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vaughan Nelson, and Vaughan Nelson 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 Vaughan Mutual Fund performance.
| Total Asset | 30.45 M | ||||
About Vaughan Nelson Performance
Evaluating Vaughan Nelson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vaughan Nelson has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vaughan Nelson has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of companies that are either listed, domiciled, or conduct a meaningful amount of business in emerging markets. The funds advisor defines companies conducting a meaningful amount of business in emerging markets as those companies that derive at least 50 percent of revenues or net profits from, or have at least 50 percent of assets or production capacities in, emerging market countries.Things to note about Vaughan Nelson Emerging performance evaluation
Checking the ongoing alerts about Vaughan Nelson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vaughan Nelson Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.51% of its assets under management (AUM) in equities |
- Analyzing Vaughan Nelson'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 Vaughan Nelson's stock is overvalued or undervalued compared to its peers.
- Examining Vaughan Nelson'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 Vaughan Nelson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vaughan Nelson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vaughan Nelson's mutual fund. These opinions can provide insight into Vaughan Nelson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vaughan Mutual Fund
Vaughan Nelson financial ratios help investors to determine whether Vaughan 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 Vaughan with respect to the benefits of owning Vaughan Nelson security.
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