VanEck Morningstar (Australia) Performance
| MOAT Etf | 125.00 1.20 0.97% |
The entity has a beta of 0.0995, which indicates not very significant fluctuations relative to the market. As returns on the market increase, VanEck Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding VanEck Morningstar is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days VanEck Morningstar Wide has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, VanEck Morningstar is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Should VanEck Morningstar Wide Moat ETF Be on Your Investing Radar - Yahoo Finance | 12/31/2024 |
2 | Trading Report - Stock Traders Daily | 03/14/2025 |
VanEck |
VanEck Morningstar Relative Risk vs. Return Landscape
If you would invest 13,185 in VanEck Morningstar Wide on December 19, 2024 and sell it today you would lose (685.00) from holding VanEck Morningstar Wide or give up 5.2% of portfolio value over 90 days. VanEck Morningstar Wide is generating negative expected returns and assumes 0.7627% volatility on return distribution over the 90 days horizon. Simply put, 6% of etfs are less volatile than VanEck, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
VanEck Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for VanEck Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as VanEck Morningstar Wide, and traders can use it to determine the average amount a VanEck Morningstar'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 = -0.1128
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MOAT |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average VanEck Morningstar 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 VanEck Morningstar by adding VanEck Morningstar to a well-diversified portfolio.
About VanEck Morningstar Performance
Assessing VanEck Morningstar's fundamental ratios provides investors with valuable insights into VanEck Morningstar's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the VanEck Morningstar is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
VanEck Morningstar is entity of Australia. It is traded as Etf on AU exchange.| VanEck Morningstar generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Trading Report - Stock Traders Daily |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in VanEck Morningstar Wide. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.