Vanguard World (Mexico) Performance
| VCR Etf | MXN 7,759 131.00 1.72% |
The entity has a beta of -0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard World are expected to decrease at a much lower rate. During the bear market, Vanguard World is likely to outperform the market.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard World are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Vanguard World showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week High | 3,557.55 |
Vanguard |
Vanguard World Relative Risk vs. Return Landscape
If you would invest 626,061 in Vanguard World on September 5, 2024 and sell it today you would earn a total of 149,839 from holding Vanguard World or generate 23.93% return on investment over 90 days. Vanguard World is generating 0.3632% of daily returns assuming 1.4983% volatility of returns over the 90 days investment horizon. Simply put, 13% of all etfs have less volatile historical return distribution than Vanguard World, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 = 0.2424
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VCR | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average Vanguard World is performing at about 19% 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 World by adding it 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.
| Price To Earning | 18.97 X | |||
| Price To Book | 4.18 X | |||
| Price To Sales | 1.34 X | |||
| Total Asset | 3.41 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 a benchmark index. VANGUARD WORLD is traded on Mexico Stock Exchange in Mexico.| The fund keeps 98.67% of its net assets in stocks |
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.