Vanguard World (Mexico) Performance
| EDV Etf | MXN 1,477 0.00 0.00% |
The entity has a beta of 0.25, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard World is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Vanguard World has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Vanguard World is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 2,200.00 | |
| Fifty Two Week High | 2,665.43 |
Vanguard |
Vanguard World Relative Risk vs. Return Landscape
If you would invest 152,378 in Vanguard World on September 3, 2024 and sell it today you would lose (4,678) from holding Vanguard World or give up 3.07% of portfolio value over 90 days. Vanguard World is producing return of less than zero assuming 1.2486% volatility of returns over the 90 days investment horizon. Simply put, 11% of all etfs have less volatile historical return distribution than Vanguard World, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Vanguard World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard World's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard World, and traders can use it to determine the average amount a Vanguard World'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 = -0.0348
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| Negative Returns | EDV |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard World is not performing at its full potential. However, 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 World by adding Vanguard World to a well-diversified portfolio.
Vanguard World Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard World, and Vanguard World 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 | 2.56 B | |||
About Vanguard World Performance
Evaluating Vanguard World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard World 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 Vanguard World 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.
The investment seeks to track the performance of an index of extended-duration zero-coupon U.S. VANGUARD WORLD is traded on Mexico Stock Exchange in Mexico.| Vanguard World generated a negative expected return over the last 90 days | |
| The fund retains about 100.0% of its assets under management (AUM) in fixed income securities |
Other Information on Investing in Vanguard Etf
Vanguard World 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 World security.