Vanguard Wellesley Income Etf Performance
| VUSV Etf | 63.00 0.02 0.03% |
The entity has a beta of 0.0219, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Wellesley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Wellesley is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Wellesley Income are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, Vanguard Wellesley showed solid returns over the last few months and may actually be approaching a breakup point. ...more
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Vanguard Wellesley Relative Risk vs. Return Landscape
If you would invest 5,951 in Vanguard Wellesley Income on September 25, 2025 and sell it today you would earn a total of 349.00 from holding Vanguard Wellesley Income or generate 5.86% return on investment over 90 days. Vanguard Wellesley Income is currently generating 0.2309% in daily expected returns and assumes 0.7482% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Vanguard, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Vanguard Wellesley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Wellesley's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Wellesley Income, and traders can use it to determine the average amount a Vanguard Wellesley'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 = 0.3086
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Based on monthly moving average Vanguard Wellesley is performing at about 24% 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 Wellesley by adding it to a well-diversified portfolio.
About Vanguard Wellesley Performance
Evaluating Vanguard Wellesley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Wellesley 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 Wellesley 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.
Vanguard Wellesley is entity of United States. It is traded as Etf on BATS exchange.