Vanguard Specialized (Mexico) Performance
| VNQ Etf | MXN 1,877 1.34 0.07% |
The entity has a beta of 0.5, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Specialized's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Specialized is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Vanguard Specialized Funds has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Vanguard Specialized 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 | 82.95 | |
| Fifty Two Week High | 2,400.00 | |
| Trailing Annual Dividend Yield | 0.21% |
Vanguard |
Vanguard Specialized Relative Risk vs. Return Landscape
If you would invest 187,232 in Vanguard Specialized Funds on November 3, 2024 and sell it today you would earn a total of 502.00 from holding Vanguard Specialized Funds or generate 0.27% return on investment over 90 days. Vanguard Specialized Funds is generating 0.0144% of daily returns assuming 1.4245% volatility of returns over the 90 days investment horizon. Simply put, 12% of all etfs have less volatile historical return distribution than Vanguard Specialized, 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 Specialized Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Specialized's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Specialized Funds, and traders can use it to determine the average amount a Vanguard Specialized'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 = 0.0101
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| Negative Returns | VNQ |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Specialized 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 Specialized by adding Vanguard Specialized to a well-diversified portfolio.
Vanguard Specialized Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Specialized, and Vanguard Specialized 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 | 27.78 X | |||
| Price To Book | 2.34 X | |||
| Price To Sales | 6.49 X | |||
| Total Asset | 71.15 B | |||
About Vanguard Specialized Performance
Evaluating Vanguard Specialized's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Specialized 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 Specialized 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 advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. VANGUARD INDEX is traded on Mexico Stock Exchange in Mexico.| The fund keeps 99.18% of its net assets in stocks |
Other Information on Investing in Vanguard Etf
Vanguard Specialized 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 Specialized security.