Vanguard Dividend Appreciation Etf Performance
| VGG Etf | CAD 94.82 0.41 0.43% |
The entity has a beta of 0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Vanguard Dividend Appreciation has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, Vanguard Dividend is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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Vanguard |
Vanguard Dividend Relative Risk vs. Return Landscape
If you would invest 9,581 in Vanguard Dividend Appreciation on December 28, 2024 and sell it today you would lose (99.00) from holding Vanguard Dividend Appreciation or give up 1.03% of portfolio value over 90 days. Vanguard Dividend Appreciation is producing return of less than zero assuming 0.734% volatility of returns over the 90 days investment horizon. Simply put, 6% of all etfs have less volatile historical return distribution than Vanguard Dividend, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vanguard Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Dividend Appreciation, and traders can use it to determine the average amount a Vanguard Dividend'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 = -0.0192
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VGG |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Dividend 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 Dividend by adding Vanguard Dividend to a well-diversified portfolio.
Vanguard Dividend Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Dividend, and Vanguard Dividend 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.
| Total Asset | 685.72 M | |||
About Vanguard Dividend Performance
By examining Vanguard Dividend's fundamental ratios, stakeholders can obtain critical insights into Vanguard Dividend's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Vanguard Dividend is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The ETF seeks to track, to the extent reasonably possible and before fees and expenses, the performance of a U.S. equity index that measures the investment return of common stocks of U.S. companies that have a record of increasing dividends over time. VANGUARD is traded on Toronto Stock Exchange in Canada.| Vanguard Dividend generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Optimized Trading Opportunities - Stock Traders Daily | |
| The fund keeps 99.98% 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 Dividend Appreciation. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.