Vanguard Balanced Portfolio Etf Performance
| VBAL Etf | CAD 33.89 0.19 0.56% |
The entity has a beta of 0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Balanced is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Balanced Portfolio are ranked lower than 25 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, Vanguard Balanced may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Vanguard Balanced ETF Portfolio declares CAD 0.3624 dividend - MSN | 11/20/2024 |
| In Threey Sharp Ratio | 0.17 |
Vanguard |
Vanguard Balanced Relative Risk vs. Return Landscape
If you would invest 3,167 in Vanguard Balanced Portfolio on September 1, 2024 and sell it today you would earn a total of 222.00 from holding Vanguard Balanced Portfolio or generate 7.01% return on investment over 90 days. Vanguard Balanced Portfolio is generating 0.1082% of daily returns and assumes 0.3373% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than Vanguard, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vanguard Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Balanced's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Balanced Portfolio, and traders can use it to determine the average amount a Vanguard Balanced'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 = 0.3207
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | VBAL | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 25 75% of assets perform better |
Based on monthly moving average Vanguard Balanced is performing at about 25% 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 Vanguard Balanced by adding it to a well-diversified portfolio.
Vanguard Balanced Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Balanced, and Vanguard Balanced 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 Vanguard Etf performance.
| Total Asset | 1.43 B | |||
About Vanguard Balanced Performance
By examining Vanguard Balanced's fundamental ratios, stakeholders can obtain critical insights into Vanguard Balanced's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Vanguard Balanced is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Vanguard Balanced ETF Portfolio seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. VANGUARD BALANCED is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Vanguard Balanced ETF Portfolio declares CAD 0.3624 dividend - MSN | |
| The fund keeps about 39.07% of its net assets in bonds |
Other Information on Investing in Vanguard Etf
Vanguard Balanced financial ratios help investors to determine whether Vanguard Etf 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 Vanguard with respect to the benefits of owning Vanguard Balanced security.