Vanguard Financials Index Etf Performance
| VFH Etf | USD 105.71 8.14 7.15% |
The entity has a beta of 1.24, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Financials will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Vanguard Financials Index has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest uncertain performance, the Etf's technical and fundamental indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the Etf traders. ...more
1 | First Financial Corp IN Raises Stock Position in Vanguard Financials ETF | 01/14/2025 |
2 | Wealthcare Capital Partners LLC Takes Position in Vanguard Financials ETF | 02/11/2025 |
3 | MT Bank Corp Sells 1,085 Shares of Vanguard Financials ETF | 03/05/2025 |
4 | Hopwood Financial Services Inc. Acquires New Holdings in Vanguard Financials ETF | 03/12/2025 |
5 | Moors Cabot Inc. Sells 101 Shares of Vanguard Financials ETF | 03/17/2025 |
6 | VSM Wealth Advisory LLC Purchases Shares of 829 Vanguard Financials ETF | 03/20/2025 |
7 | Interchange Capital Partners LLC Cuts Holdings in Vanguard Financials ETF | 03/25/2025 |
| In Threey Sharp Ratio | 0.38 |
Vanguard |
Vanguard Financials Relative Risk vs. Return Landscape
If you would invest 11,777 in Vanguard Financials Index on January 7, 2025 and sell it today you would lose (1,206) from holding Vanguard Financials Index or give up 10.24% of portfolio value over 90 days. Vanguard Financials Index is generating negative expected returns assuming volatility of 1.6205% on return distribution over 90 days investment horizon. In other words, 14% of etfs are less volatile than Vanguard, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vanguard Financials Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Financials' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Financials Index, and traders can use it to determine the average amount a Vanguard Financials' 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 = -0.0993
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| Negative Returns | VFH |
Estimated Market Risk
| 1.62 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Financials 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 Financials by adding Vanguard Financials to a well-diversified portfolio.
Vanguard Financials Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Financials, and Vanguard Financials 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.
| Price To Earning | 15.43 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 2.28 X | |||
| Total Asset | 9.56 B | |||
About Vanguard Financials Performance
By evaluating Vanguard Financials' fundamental ratios, stakeholders can gain valuable insights into Vanguard Financials' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Vanguard Financials 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 Financials 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 fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Financials 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard . Financial ETF is traded on NYSEARCA Exchange in the United States.| Vanguard Financials generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Interchange Capital Partners LLC Cuts Holdings in Vanguard Financials ETF | |
| The fund keeps 99.67% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Financials Index. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of Vanguard Financials Index is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Financials' value that differs from its market value or its book value, called intrinsic value, which is Vanguard Financials' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Financials' market value can be influenced by many factors that don't directly affect Vanguard Financials' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Financials' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Financials is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Financials' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.